Microsoft 365 Copilot is, for many firms, the first AI tool that will touch client data directly. That makes the rollout worth doing properly rather than quickly.
Before enabling it firm-wide, we check: are file and folder permissions actually correct today, or has access sprawled over the years? Copilot will surface whatever a user can already access — so this is the moment permission hygiene stops being optional.
We also confirm data residency and training settings are configured so client information isn't used to train public models, agree an acceptable use policy with the partners or directors, and run a short training session so staff get real value from it rather than using it as a novelty.
Done this way, Copilot becomes a genuine productivity gain — drafting support, meeting summaries, faster research — without becoming the thing that quietly caused a confidentiality breach nobody noticed for months.