Case studies
Copilot adoption, and the groundwork beneath it.
Real Copilot rollouts, plus the data, SharePoint and automation work that makes Copilot and agents dependable.
Accountancy
A partner-led UK accountancy practice with client-facing tax, accounts and admin teams.
How a UK accountancy firm approached Copilot adoption without overwhelming the team
A partner-led UK accountancy practice wanted Copilot to support real client-facing work without asking the whole firm to change at once.
Property and professional services
A UK property and professional services firm with client and matter work running across multiple offices.
How a property and professional services firm replaced a clunky CRM with a bespoke system inside Outlook
A property and professional services firm replaced a generic CRM and a sprawl of spreadsheets with a bespoke system built on SharePoint, Power Apps and an Outlook add-in.
Microsoft consultancy (internal build)
A Microsoft 365 and Dynamics consultancy running its own internal CRM on Dynamics 365.
How a Microsoft consultancy gave its team Dynamics 365 visibility in Outlook without buying full licences for everyone
A consultancy needed full Dynamics 365 for a small number of power users and a lighter Outlook surface for everyone else, all working against the same governed dataset.
National accountancy and audit firm
A national UK accountancy and audit firm rolling out Copilot training across dozens of offices.
How a national accountancy firm scheduled Copilot training for hundreds of staff without a project manager glued to a spreadsheet
A national accountancy firm scheduled and delivered Copilot training to roughly 800 staff in a tight window, with availability capture, allocation, calendar invites, feedback and certificates all handled by a single Power Automate engine.
Cross-sector
An organisation running internal training, events and roadshows for staff across multiple sites.
How a self-service training booking portal gave staff an Eventbrite-like experience inside Microsoft 365
A booking experience that felt like Eventbrite but lived entirely inside Microsoft 365, with no user accounts to manage and a two-way sync to Microsoft Teams calendar events.
Accountancy practice
A UK accountancy practice producing Letters of Engagement and Letters of Representation across multiple partners.
How an accountancy practice cut letter of engagement drafting from half an hour to a few minutes of form filling
Letters of Engagement and Letters of Representation were generated in seconds from CRM data, with the wording and formatting fee earners actually trusted.
Next step
Talk through what a practical Copilot route would look like for your firm.
A short consultation can turn the same kind of thinking into a scoped adoption, training, automation or agent plan.