Generation-e
A lawyer reads a folder she has pulled from the file-room shelves while a partner waits behind her. Illustrative image.

Industries / Professional services

Copilot can find the client file someone saved in the wrong folder.

It draws on the files in Microsoft 365 that a person has permission to open. We check those permissions before Copilot goes firm-wide, then help your people use it on client work.

Ask about a Copilot readiness assessment

Security through obscurity has been really prevalent in technology for too long, but AI just brings it to the surface.

Biagio LaRosa, Managing Director, Generation-e

What will Copilot surface when it starts reading the tenant?

Your firm's Microsoft 365, with its files, email and chats, is the tenant. Matter files, HR records and fee letters can sit in folders that were shared widely years ago and never locked down. A few simple searches can turn them up. We find the oversharing, protect sensitive files with Microsoft Purview, and roll Copilot out with training for the people who'll use it.

See how a Copilot readiness assessment works
  • Matter files
  • HR records
  • Fee letters

Make client meetings work for the people on the screen.

When a client joins from their own office and two partners share one table, the client should still see who's talking. We design rooms around that, and connect them to Teams, your calendars and your network.

See how a room refresh runs
Two advisers talk with a client who appears on the meeting-room screen. Illustrative image.

Calls reach people on their laptop, desk phone or mobile.

We move reception and direct lines to CVX, our service that connects Teams to the phone network, and bring your existing numbers across.

Talk to us about Teams Phone
A receptionist wearing a headset answers a call at a timber front desk. Illustrative image.

We judge ourselves by the company we keep

  • Lander & Rogers
  • Arnold Bloch Leibler
  • Grant Thornton
  • Norton Rose Fulbright
  • Deloitte
  • Norman Disney & Young
  • KPMG
  • BDO

More for professional services firms

Start with the project that can't wait.

It might be Copilot or a room refresh. We'll call about your timing and propose the first piece of work.

Talk to us about your firm