Microsoft 365 security for firms that work inside client files

Consultancies, agencies, architects, and engineering firms share work with clients all day, then answer those clients’ security questionnaires. Augmentt runs every professional services tenant from one baseline and gives you the evidence to send back.

No multi-year lock-in. A trial and onboarding that prove it early.

Shadow AI ReportBrightline Consulting Group

Approved apps

Unreviewed AI

Risky apps

Design suiteApproved app

Approved

AI note taker12 users

Unreviewed

Free PDF converterKnown breach

Risky

Download PDFSchedule

Branded reports mapped toISO 27001CIS Microsoft 365NIST CSF

TRUSTED BY HUNDREDS OF MSPS AROUND THE WORLD

THE PROBLEM

Why professional services tenants are hard to lock down

01

Collaboration is the product

Guests in Teams and shared OneDrive folders are how the work gets delivered. Tighten them too far and the project stalls. Leave them open and client data is exposed.

02

Their clients send questionnaires

Larger clients ask about security controls before they sign. The firm forwards the questionnaire to you.

03

Staff bring their own AI tools

Consultants paste client material into whatever AI tool helps them work faster. Few firms know which tools are in use.

Where you are today, and what changes with Augmentt

01

Sharing tuned by guesswork

WITHOUT AUGMENTT

Each firm’s sharing settings were loosened for one project and never reset.

Approved-domain allowlists and sharing controls, audited on every tenant against one baseline.

02

Questionnaires answered from screenshots

WITHOUT AUGMENTT

The firm needs answers by Friday and you’re pulling screenshots from each admin center.

Exportable posture reporting mapped to CIS Microsoft 365 and NIST CSF.

03

AI tools nobody approved

WITHOUT AUGMENTT

Client data ends up in AI apps outside Microsoft 365 that no one has reviewed.

Discover finds shadow AI and SaaS apps across every client, checked against an inventory of 22,000+ apps.

What Augmentt covers for professional services clients

Augmentt is a multi-tenant Microsoft 365 security and compliance platform built for MSPs. Connect each firm’s tenant once, then manage sharing, shadow AI discovery, data loss prevention, and reporting from one console.

Approved-domain allowlists

Manage the domains each firm may share with, and the security groups allowed to share out.

Shadow AI and SaaS discovery

Find the AI and SaaS apps staff use outside Microsoft 365, with risky apps, missing MFA, and known breaches flagged.

Purview DLP and sensitivity labels

Manage data loss prevention and sensitivity label policy across firms from the same console.

Branded security reports

Give each firm a branded report it can attach to a client’s security questionnaire.

MICROSOFT 365 COMPLIANCE REPORTING

One source for the fix and the evidence

Every action your team takes in a firm’s tenant maps back to a recognized standard. When a client sends a security questionnaire, export the Microsoft 365 evidence in a click. When a control needs premium Microsoft licensing, the view says so, and the upgrade becomes the firm’s requirement.

Controls mapped to recognized frameworks for every firm you manage

Evidence on demand for client security questionnaires

Covers Entra ID, Exchange, SharePoint and OneDrive, Teams, Purview, Intune, and Defender

MAPPED FRAMEWORKS

ISO 27001

Information security management

MAPPED

CIS Microsoft 365

Microsoft 365 configuration benchmark

MAPPED

NIST CSF

Cybersecurity Framework

MAPPED

HIPAA

Healthcare privacy and security

MAPPED

CMMC

Federal contracting and DoD

MAPPED

Microsoft Secure Score

Microsoft’s security posture measurement

MAPPED

HOW IT WORKS

Three steps to managing professional services tenants at scale

Connect the tenants

Magic Link onboarding and GDAP automation connect each professional services client at integration, using granular, least-privilege admin roles instead of standing global admin access.

Audit every tenant

Run a Microsoft 365 security audit on every tenant to increase your Microsoft Secure Score, check the standards professional services clients answer to, and see where licensing limits what a client can enforce.

Remediate and hold it

Fix loose controls from Augmentt, push the same baseline to every tenant, and let drift alerts tell the team when a client moves off the standard.

FOR YOUR TEAM

What changes for your team

Technicians run the platform every day. Owners build a practice on top of it. One tool that works for the people doing the job and the people pricing it.

FOR MSP TECHNICIANS

One screen instead of one admin center per client

Check every firm’s external sharing from one view before the next questionnaire arrives.

Fix a loose control in a click, and get alerted when someone loosens it again.

Runs on the GDAP permissions already in place, with no golden tenant to maintain.

FOR MSP OWNERS

A billable service instead of an absorbed project

Help firms win larger clients by answering security questionnaires with evidence.

Show a client where their posture stands against a standard they recognize, and bill for keeping it there.

Hand an auditor, an insurer, or a QBR the same exported evidence your team works from.

What MSPs say

**Tim Campbell**Practice Director, All CoveredRead the story

Questions MSPs ask about professional services clients

What is shadow AI?

Shadow AI is any AI tool staff use with company data that IT has not reviewed or approved. Augmentt Discover finds those apps outside Microsoft 365 and flags the risky ones.

How does Augmentt find AI tools staff are using?

Augmentt Discover identifies SaaS and AI apps in use outside Microsoft 365 and checks them against an inventory of 22,000+ apps. Results feed the Third-party Shadow IT section of the AI Risk Report.

Can firms keep open collaboration with their clients?

Yes. Manage approved domains and the security groups permitted to share externally, so collaboration stays open to the right people.

Does Augmentt help with client security questionnaires?

Microsoft 365 posture is mapped to recognized standards and exports in a click, so the Microsoft 365 part of the answer comes straight from the tenant.

Doesn't Microsoft 365 Lighthouse already do this?

Lighthouse is oriented to identity and threat protection and does not reach SharePoint, OneDrive, Purview, or Teams policy. Augmentt covers those alongside Conditional Access, Intune, and Defender in one multi-tenant console.

What if a client isn't licensed for a control?

Microsoft licensing requirements show in the compliance view, so the gap is visible per tenant and becomes a concrete licensing conversation instead of a surprise.

Pick a real professional services tenant. We'll show you what's exposed in it.

Thirty minutes on your own environment. Connect one tenant live, see the findings, and see the report you’d hand that client next week.

A live posture scan on one of your own professional services client tenants, not a canned dataset.

The client-facing report you could send that account the same week.

A straight answer on whether the margin works at your client count.

No slides. No multi-week sales sequence.

Book Your Demo

Pick a time and bring one tenant. You’ll leave the call knowing exactly what’s exposed in it.

Prefer To Skip The Call?

Start the free trial instead. Connect a tenant yourself, run the first posture scan in under ten minutes, and see the findings before you ever talk to us. No card, no lock-in.