Our services
Four services that help your firm adopt AI and automation with care. Each is a one-off project we agree with you, starting from how your firm works today.
Getting ready for Microsoft Copilot
Permissions tidied, sensitivity labels in place and a pilot group, before Copilot goes to everyone.
AI policy and staff training
A clear policy on which AI tools are allowed and what must never go into them, and training to match.
Workflow automation
Intake forms, onboarding checklists, approvals and reminders, built with Microsoft 365 tools.
Safe use of AI assistants
Practical rules and settings for using Microsoft Copilot and Claude on everyday work.
How it fits together
Prepare
Tidy permissions and label sensitive information first, so AI tools only see what each person should see.
Agree the rules
A written AI policy and short training sessions tell your team which tools to use and what never goes into them.
Save time
Automate routine steps such as intake forms, approvals and reminders, and use AI assistants where they genuinely help.
Frequently asked questions
Do we have to use Microsoft Copilot?
No. We help you decide which AI tools suit your firm, if any. Many firms start with a policy and a small pilot before deciding.
Will AI tools see confidential client files?
Microsoft Copilot can see what the signed-in person can already open. That is why we review permissions and oversharing before it is switched on.
Do you build custom AI software?
No. We work with Microsoft 365 tools and well-known AI assistants, set up and controlled for your firm.