Professional firms run on trust and information
Law firms, chartered accountants, company secretaries, consultancies, architecture and engineering practices and other advisory firms share a defining trait: their product is expertise applied to confidential client information. The quality of their systems determines how securely that information is handled, how efficiently work moves and how clients experience the firm.
Twara Technologies designs, engineers and operates software for professional firms of every size. We focus on secure client collaboration, automation of repetitive work, joined-up practice data and responsible use of AI.
What we build
Client portals and practice systems
Secure portals for document exchange, requests, approvals, e-signature and payments, and practice or matter management covering intake, deadlines, time, billing and reporting. See web development.
Mobile apps
Apps for time capture, approvals and client communication, with mobile device management, biometric unlock and remote wipe where your policies require it. See mobile app development.
Document automation and AI
Template-based drafting, structured extraction from financial and legal documents, and retrieval-based search and summarisation that cites its sources. Human review is built into every workflow that produces client-facing output. See AI and machine learning and our guide to adopting AI in your business.
Secure cloud workplace
Identity, access, encryption, backup and retention configured across document management and collaboration platforms, plus email authentication to reduce impersonation risk. See cloud services and our explainer on SPF, DKIM and DMARC.
Support
Application support, patching, access reviews and backup testing planned around your busiest periods. See support and maintenance.
Compliance and data considerations
This section is general information, not legal or professional advice. Each profession also has its own regulator and conduct rules, which your firm will know in detail.
Firms as fiduciaries and processors. Under the Digital Personal Data Protection Act, 2023, the organisation that decides the purpose and means of processing is the Data Fiduciary, and section 8(1) makes it responsible for processing carried out on its behalf by a Data Processor. Section 8(2) allows processors to be engaged only under a valid contract. A professional firm may be a fiduciary for its own staff and marketing data and, depending on the engagement, process client data on a client’s behalf. Systems should make those roles and their contracts clear. Section 17(1)(a) disapplies several provisions, though not the security duty in section 8(5), where processing is necessary for enforcing a legal right or claim, which is relevant to litigation work. The DPDP Rules, 2025 set out minimum security safeguards and breach-notification steps. See our DPDP guide.
Audit trails in accounting software. According to an article in ICAI’s journal, The Chartered Accountant, the proviso to rule 3(1) of the Companies (Accounts) Rules, 2014 requires companies that keep books of account in accounting software to use software that records an audit trail of every transaction, keeps an edit log of each change, and ensures the audit trail cannot be disabled, for financial years starting on or after 1 April 2023. The notified text of the rules, published by the Ministry of Corporate Affairs, is the authoritative version, so firms should confirm the current position with their auditors. Accounting and advisory firms that build or configure finance systems for clients need to account for this in design.
Cyber incidents. CERT-In’s Directions of 28 April 2022 require body corporates to report listed incidents, including unauthorised access, identity theft, spoofing and phishing, data breaches and data leaks, within 6 hours of noticing them. Phishing and business email compromise are common attacks on professional firms, so detection and a rehearsed response plan matter. See our CERT-In explainer.
Integrations commonly needed
- Practice, matter and engagement management products
- Document management and e-signature platforms
- Accounting, billing and payroll systems
- Email, calendar and collaboration suites, with single sign-on
- CRM and marketing automation
- Payment gateways for client invoices
- Identity verification and KYC services, where your engagements require them
How an engagement typically starts
We begin with a workflow review: how client work arrives, where documents and data live, which steps are manual and where confidentiality is most at risk. We also review existing systems and their licences, because the right answer is often to integrate and extend rather than replace.
Discovery typically produces:
- a map of client-facing and internal workflows, with time spent on manual steps;
- a data inventory classifying client, staff and firm data by sensitivity, with retention needs;
- an access model showing who should see which clients, matters or engagements;
- an assessment of existing products and their integration options; and
- an AI usage policy draft covering approved tools, data boundaries and review steps.
Security by default
Confidentiality is the foundation of a professional firm’s reputation, so our defaults are strict: single sign-on with multi-factor authentication, least-privilege access by client or matter, encryption in transit and at rest, immutable activity logs, tested backups and documented offboarding. These are designed in from the first release rather than added after an incident.
The result is a prioritised roadmap. A common first step is a secure client portal or a document automation workflow for one practice area, delivered quickly and measured against time saved and client feedback. Contact us to discuss your firm’s systems.