AI support & adoption
AI your team will actually use — set up safely
Microsoft 365 Copilot and tools like ChatGPT and Claude can save a small office real hours every week: summarizing meetings, drafting documents, clearing inboxes, pulling answers out of your own files. But only when they're rolled out properly. That's the part we do.
Your team is already experimenting with AI. Without setup and ground rules, that usually means client information pasted into free tools — and Copilot able to surface any file a person can open, including the ones they shouldn't see. We fix the foundations first, then train people to use AI well.
Microsoft 365 Copilot, set up right
The right licenses for the right people — not one for everyone by default — rolled out in stages with your Microsoft 365 tenant configured properly, so Copilot works in Outlook, Word, Excel, and Teams from day one instead of sitting unused.
Data readiness & guardrails
Before Copilot goes live, we clean up SharePoint and OneDrive permissions and file sharing, so AI only surfaces what each person is meant to see. You also get a plain-English AI use policy: approved tools, and what never goes into a prompt — client files, patient data, passwords.
Training your team will use
Short, hands-on sessions built around your firm's real work — meeting summaries, first drafts, email triage, finding answers in your documents. Staff leave knowing how to prompt well, how to check AI output before trusting it, and who to ask when they're stuck. The help desk covers AI questions, too.
Workflow automation
Where AI and automation save the most time, we build it: client intake forms that file themselves, approvals that route without email chains, reminders and document drafts generated automatically — using the Microsoft 365 and Power Automate tools you already pay for.
Start with a Copilot readiness review, or add AI adoption to any support plan. Either way, the free IT review now includes a look at your AI readiness — permissions, licensing, and where AI would save your team the most time.
Book a free IT review — AI readiness included
A short call and a look under the hood — you get plain-English findings and one flat monthly quote, yours to keep either way.
Book a free IT review