How we work/Training/Accountancy firms
Training
The same hands-on sessions as every firm gets, from Copilot in your workflows and Copilot Cowork to the agents course and Copilot Studio workshops, with the exercises chosen from your practice's own work. Follow-along, on your own procedures and templates, with no Discover needed first.
Why a practice version
Every session we run is built around the firm in the room. In a practice, tax, audit, the practice manager's office and partners each have their own admin, so the exercises come from the people who do the work rather than from a feature list. The tax team might run January's client queries through Copilot, then build an agent for the questions that come up every year. Partners see what lands in front of them to approve.
The preparation session before your first session is where James Wilkinson picks the exercises with you from your firm's own work and gathers the procedures and templates they need.
Not an accountancy firm? The training page covers every session, with examples from law firms and financial advisers too.
Example jobs
A few examples, not a syllabus, across Copilot, Cowork and agents. The real exercises are chosen from your firm's own work in the preparation session, so what your team does in the session is a job they do every week.
Copilot in your workflows
Partners and managers
A first draft of a fee proposal in Word from the notes and emails you give it, on the firm's own template, saved as a prompt or, where Microsoft has switched skills on for your firm, a skill, so the next one starts the same way.
Copilot in your workflows
Managers and seniors
Copilot in Excel works through a real export from your own systems, with each step shown so it can be checked, then a first draft of the commentary in Word for a person to review.
Copilot Cowork
Partners and managers
Cowork pulls a briefing together from the week's emails and calendar on a schedule, and asks before it sends, posts or schedules anything.
Copilot Cowork
Managers, and whoever writes Cowork skills for their team
A Cowork skill written from how your firm reports on its clients, so the weekly summary is put together the same way every time, for a person to check.
Agent sessions
Tax seniors, and whoever answers the January emails
An agent that answers the questions the tax team gets every January from the firm's own procedures and this year's deadlines, and shows the page it used.
Agent sessions
Audit seniors and juniors
An agent that answers “how do we do this here?” from the firm's audit methodology and templates, with the section it came from, so juniors check the source rather than the person next to them.
Agent sessions
The practice manager and the office team
An agent that points people to the right letter template, checklist or office procedure on SharePoint, instead of someone answering the same question every week.
Agent sessions
Anyone who answers client emails
An agent that drafts a reply to a common client question from the firm's approved wording, for a person to check and send.
Agent sessions
Partners and managers
An agent that turns a long piece of new HMRC guidance into a one-page note for the team, with the source linked so anyone can check it.
The sessions and prices
A practice's first session of any material includes the preparation session. A repeat of the same material for another office or team is the session price only. First session from £950, further sessions from £650, per group (recommended up to 12 people).
| Session | Who it's for | Tool | What you leave with | Length | First session | Repeat session |
|---|---|---|---|---|---|---|
| Copilot in your workflows | Anyone in the firm with a Copilot licence. Up to 12 | Copilot in Microsoft 365 | Two or three of each person's own weekly jobs run through Copilot end to end, at least one of them saved as a skill, prompt or instruction and a clear view of which work still needs Cowork, a skill or an agent | Three hours. One half day, or two 90-minute sessions | £1,150 | £850 |
| Copilot in your workflows, full day | Anyone in the firm with a Copilot licence. Up to 12 | Copilot in Microsoft 365 | Everything from the half day, with Researcher, Analyst, Notebooks and your firm's own agents put to work in the same jobs | A full day | £1,800 | £1,500 |
| Building Your First Copilot Agent | Anyone in the firm with a Copilot licence. Up to 12 | Copilot Chat | Your own agent for one of your jobs, tested on real questions and shared with your team | Two hours | £950 | £650 |
| Building Your First Copilot Agent, with skills * | Anyone in the firm with a Copilot licence. Up to 12 | Copilot Chat | Everything from the two-hour session, plus a skill written for one of your own jobs, packaged and added to your agent, and the know-how to reuse it in other agents | Three hours | £1,150 | £850 |
| Copilot Cowork for your team | Everyone who'll use Cowork, group by group. Up to 12 | Copilot Cowork | Each person's first real job handed to Cowork and the know-how to brief it, check its work before approving and keep the cost down | Two hours | £950 | £650 |
| Copilot Studio workshop, half day | The few who know the work and will build. Up to 12 | Classic Copilot Studio and Power Automate | One working agent built by the group | Three hours. One half day, or two 90-minute sessions | £1,150 | £850 |
| Copilot Studio workshop, full day | The few who know the work and will build. Up to 12 | New Copilot Studio experience | Your own agent and a first skill | A full day | £1,800 | £1,500 |
| Copilot Studio apps workshop | The few who know the work and will build. Up to 12 | Copilot Studio apps (new experience) | A working app for a job in your firm, built and tested by the people who know the work | Three hours. One half day, or two 90-minute sessions | £1,150 | £850 |
| Copilot Cowork setup and skills workshop | The few who'll set Cowork up and write its skills. Up to 12 | Copilot Cowork | Cowork set up for your firm, with access and spending limits in place, skills for your own jobs and one automated task that asks before it acts | Three hours. One half day, or two 90-minute sessions | £1,150 | £850 |
| Advanced Copilot Studio day * | Firms that have done a workshop or already have agents running. Up to 8 | New Copilot Studio experience | Your existing agents improved, with skills, orchestration and tests added and their running costs reviewed | A full day | £1,500 | £1,500 |
A firm's first session includes a two-hour preparation session in which the training is tailored to your firm: your workflows, the applications your team uses where we can reach them and the jobs the exercises will use. Repeats of the same material for another group are the session price only.
Building Your First Copilot Agent, with skills: Adding skills to an agent in Copilot Chat is in preview and needs your firm to be in Microsoft's Frontier programme. We check whether yours is in the preparation session.
Advanced Copilot Studio day: One price, because there is no preparation session. The day works on agents your firm already has, which is also why the group is smaller.
Prices are per group (recommended up to 12 people), not per person. All prices exclude VAT.
A typical first year for a practice
Copilot in your workflows
Fee earners, managers and the office team with Copilot licences. Each person runs two or three of their own weekly jobs through Copilot and saves the firm's way of doing one.
First session £1,150, repeat sessions £850, per group (recommended up to 12 people)
Building Your First Copilot Agent
Partners and managers. So the people who sign things off have built an agent themselves and know what to let it do.
First session £950, repeat sessions £650, per group (recommended up to 12 people)
Copilot Studio workshop, half day
The practice manager and two seniors. The group builds one working agent from a job in the firm's own work.
First session £1,150, repeat sessions £850, per group (recommended up to 12 people)
Advanced Copilot Studio day
Whoever now owns the agents. Once something is running: skills, a second agent alongside the first and the tests that prove it still works.
£1,500, one price, per group (up to eight people)
One possible order, not a programme. Most practices book one session and decide the next from what came out of it. Rolling out Copilot Cowork? The Copilot Cowork setup and skills workshop comes first, then Copilot Cowork for your team group by group. All prices exclude VAT.
How a session runs
Two hours with your team in the preparation session. James picks the exercises with you from your own work, collects the procedures, templates or exports they need and checks what your licences allow.
James shows each step on screen and everyone does it as he goes, on their own machine, in your own Microsoft 365. Nobody watches a demo about a company that isn't theirs.
Copilot in your workflows leaves each person with their own weekly jobs run through Copilot and one saved the firm's way. The Cowork sessions leave Cowork set up and each person's first real job handed to it. The agents course leaves each person with their own agent and, in the three-hour version, a skill added to it. A half-day workshop ends with one working agent built by the group; a full day with each person's own agent and a first skill.
Nothing, unless you want it. Some practices stop there. Others book a repeat for another office, hand an agent to us to finish or come back for the Advanced day once something is running.
Next step
A free 30-minute call with James. No pitch and no obligation, and no Discover needed first.
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