You need to know where your data lives, who accessed it, and how decisions were made. We build Microsoft-native platforms to give you clarity, with visibility, traceable actions, and records you can rely on.
Your client data is protected by design, not policy. Access is controlled, actions are tracked, and nothing sits outside the system where it can be missed or exposed.
One source of truth
Your policies, evidence, and records live in one place, structured, current, and easy to access. Your team works from consistent information, without version confusion.
Assurance you can rely on
Compliance is part of how your firm operates, not a periodic exercise. Your records are complete, controls are visible, and audit preparation becomes straightforward.
ECOSYSTEM INTEGRATION
We know your systems
Storata doesn’t need a discovery phase to understand how your firm operates. We’ve worked inside the systems legal and accounting teams rely on, so nothing needs to be explained and gaps aren’t overlooked.
Practice & matter management
Document and matter management
Matter and case tracking
Time recording and billing
Client portals and secure document exchange
Financial & audit systems
General ledger and financial reporting
Tax and compliance systems
Audit workflows and supporting documentation
Trust accounting
Governance & risk
Policies and compliance records
Risk registers
Regulatory reporting
Information barriers and ethical walls
INDUSTRY CHALLENGES
Where pressure shows up
The regulatory pressure and risk you’re dealing with right now.
Access goes too far
Client data moves across matters, teams, and systems. Without clear information barriers, access is broader than it should be, making it harder to control.
Gaps between audits
AML/CTF and privacy obligations sit inside your day-to-day work. Without structured processes, gaps build quietly between audits and formal reviews.
Sensitive data is exposed
Your firm holds sensitive financial and legal information. When systems aren’t tightly controlled, exposure increases in ways that aren’t always visible.
Disconnected systems
Practice management, billing, and compliance tools operate separately. You work across disconnected systems instead of a single, reliable view.
WHY CHOOSE STORATA
How we help you stay in control
Senior engineers build your environment based on deep experience under equivalent regulatory demands, and maintain full accountability post-delivery.
Inside your existing tools
You already run your firm on Microsoft 365. We build governance into it, so your team keeps working as they do, with added structure and control.
Your environment stays yours
We build your GRC environment inside your tenant. Your data, policies, and records stay under your control and easy to access when needed.
Built around how you work
We understand how your firm operates. We design your environment so responsibilities are clear and your work stands up under scrutiny.
Audit-ready, every day
We capture evidence as work happens. You’re not pulling things together before an audit. Your records are already complete and up to date.
PRACTICE AREAS
Where clients need us most
Three practice areas managing partners and practice leaders bring to us most often.
The team works together without losing control, with documents, conversations, and approvals structured so the right information stays with the right matter.
Teams and SharePoint configured with matter-level access and structure.
Document collaboration with version control and full audit trails.
Automated workflows for onboarding, approvals, and compliance tasks.
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