Industry Packs

17 skills in this category.

Supporting Accounting Firms

Vertical pack for CPA and accounting-firm clients — the tax and engagement stack (Lacerte, ProSeries, Drake, UltraTax, CCH-class), the tax-season freeze-and-urgency regime, IRS Pub 4557 / FTC Safeguards WISP obligations, and client-portal sensitivity. Load when the client is an accounting/CPA firm or the ticket names tax software or a tax deadline.

Supporting Architecture and Engineering Firms

Vertical pack for architecture, engineering, and surveying clients — CAD/BIM stacks (AutoCAD, Revit, Civil 3D-class), network license servers, workshared central models and file locking, the GPU workstation fleet with certified drivers, and submittal-deadline urgency. Load when the client is an AEC firm or the ticket names CAD/BIM software, a license server, plotters, or drawing files.

Supporting Auto Dealerships

Vertical pack for auto-dealership clients — the DMS (CDK, Reynolds & Reynolds, Dealertrack, Tekion-class) and the 2024 CDK-outage lesson, OEM-mandated tooling and certified interfaces, the sales-floor vs service-bay split, F&I data sensitivity under the FTC Safeguards Rule, and month-end urgency. Load when the client is a dealership or the ticket names a DMS, F&I, the service lane, or OEM systems.

Supporting Construction and Field Services

Vertical pack for construction, trades, and field-service clients — plan-room and field apps (Procore, Bluebeam, ServiceTitan-class), rugged tablets and jobsite connectivity, equipment tracking, and the crack-of-dawn crew clock. Load when the client is a contractor/field-service firm or the ticket involves a jobsite, field device, or plan-room app.

Supporting Dental Practices

Vertical pack for dental-practice clients — the PMS and imaging stack (Dentrix, Eaglesoft, Open Dental, Dexis-class sensors), HIPAA handling inside tickets, and the morning-huddle downtime clock. Load when the client is a dental office or the ticket names dental software or x-ray sensors.

Supporting Financial Services Clients

Vertical pack for advisory, broker-dealer, banking, and insurance clients — FINRA/SEC retention and archiving obligations (never break the journal), heightened change control, the advisory/wealth stack (Orion, Redtail-class), and market-hours urgency. Load when the client is an RIA, broker-dealer, bank, credit union, or insurance agency, or the ticket touches email archiving, retention, or trading systems.

Supporting Insurance Agencies

Vertical pack for independent insurance agency clients — the AMS (Applied Epic, EZLynx, AMS360, HawkSoft-class), carrier-portal sprawl and IVANS downloads, E&O sensitivity (the activity trail is legal evidence), and the renewal-season rhythm. Load when the client is an insurance agency or brokerage, or the ticket names an AMS, a carrier portal, or ACORD forms.

Supporting Legal Firms

Vertical pack for law-firm clients — the DMS and practice stack (iManage, NetDocuments, Clio-class), matter confidentiality and ethical walls, litigation-hold interplay, court-deadline and billable-hour urgency. Load when the client is a law firm or the ticket names a document management system, time-and-billing platform, or e-filing.

Supporting Logistics and Trucking Clients

Vertical pack for trucking, freight, and logistics clients — TMS platforms (McLeod, Trimble/TMW-class), ELD/telematics fleets (Samsara, Motive-class) and DOT/HOS compliance adjacency, driver devices in the field, EDI with shippers and brokers, and the 24/7 dispatch-desk rhythm. Load when the client is a carrier, broker, or 3PL, or the ticket names a TMS, ELDs, dispatch, or driver tablets.

Supporting Manufacturing Clients

Vertical pack for manufacturing and industrial clients — the OT/IT boundary (never touch PLCs/SCADA without the OT owner), ERP/MES stack, shift patterns and line-down urgency, and shop-floor devices. Load when the client is a manufacturer or the ticket mentions the shop floor, a production line, machine controllers, or industrial equipment.

Supporting Medical Clinics

Vertical pack for medical-clinic and physician-practice clients — the EMR/EHR stack (eClinicalWorks, Athenahealth-class), e-prescribing and lab interfaces, telehealth, HIPAA/PHI ticket hygiene, and on-call urgency. Load when the client is a medical practice or the ticket names an EMR, e-prescribing, or telehealth platform.

Supporting Municipal Government

Vertical pack for city/town/county and special-district clients — public-records retention (email is a public record), CJIS awareness for anything PD-adjacent, procurement and budget-cycle realities, and public-meeting AV. Load when the client is a municipality, utility district, or public agency, or the ticket touches records requests, police systems, or council meetings.

Supporting Nonprofits

Vertical pack for nonprofit clients — donor systems (Blackbaud-class), grant/donated licensing (TechSoup, Microsoft nonprofit grants), board-and-volunteer access hygiene, budget sensitivity, and the year-end giving season. Load when the client is a nonprofit or the ticket names a donor CRM, donated licenses, or volunteer access.

Supporting Property Management Clients

Vertical pack for property-management clients — PM platforms (Yardi, AppFolio, Buildium-class), tenant-portal and rent-day sensitivity, owner-vs-tenant data separation and the support-scope boundary, maintenance-request integrations, and trust-accounting caution. Load when the client is a property manager or the ticket names a PM platform, tenant portal, rent payments, or maintenance workflows.

Supporting Real Estate Clients

Vertical pack for real-estate brokerage and title/escrow clients — transaction platforms (Dotloop, SkySlope-class), MLS and lockbox systems, the heightened wire-fraud/BEC threat model (this is the #1 targeted vertical), and agent BYOD sprawl. Load when the client is a brokerage, team, or title company, or the ticket mentions closings, wires, MLS, or agent devices.

Supporting Schools and Education

Vertical pack for K-12 school and district clients — SIS/LMS stack (PowerSchool, Canvas-class), FERPA and student-data hygiene, 1:1 device programs and summer refresh, CIPA filtering, E-Rate awareness, and the school-calendar rhythm. Load when the client is a school/district or the ticket names an SIS, LMS, student devices, or classroom tech.

Supporting Senior Living Communities

Vertical pack for senior-living, assisted-living, and skilled-nursing clients — EHR/eMAR platforms (PointClickCare, MatrixCare-class) and the med-pass clock, nurse-call and life-safety adjacency, resident wifi vs clinical network separation, HIPAA, and night-shift coverage realities. Load when the client is a senior-living community or the ticket names an eMAR, nurse call, or resident network.