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Make sense of Microsoft's expanding AI capabilities

Microsoft's AI portfolio continues to expand rapidly. New Copilot experiences, agents, security capabilities, and licensing models make it difficult to know where to start. Helient cut through that complexity and focus on the capabilities that support their goals.

We review your Microsoft 365 environment, examines permissions and data access, identifies relevant Copilot and Cowork use cases, and evaluates licensing and governance requirements. We then outline which capabilities to prioritize, what needs to be addressed before adoption, and how to introduce AI in ways that support legal work while protecting client confidentiality.

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Helient Microsoft AI for Work

Practical guidance for your firm's AI plans

AI decisions affect how your firm works, accesses information, and protects confidential data.

With deep experience delivering AI solutions for law firms, Helient connects AI possibilities to the realities of legal work, helping organizations make informed decisions about adoption, governance, security, and productivity.

What successful AI adoption requires

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Strategy and use cases

Identify practical Copilot applications that improve legal, administrative, and operational workflows.

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Readiness and environment

Evaluate permissions, data access, policies, and Microsoft 365 considerations that support responsible AI adoption.

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Productivity and adoption

Integrate approved AI tools into daily workflows to support consistent usage and measurable productivity gains.

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Security and governance

Protect confidential information with clear safeguards, usage policies, and oversight to manage unapproved AI tools.

Put AI to work with confidence and control

The most successful AI initiatives encourage innovation while maintaining control. Law firms need a clear understanding of where AI can add value, how it should be governed, and what safeguards are necessary to protect sensitive information.

As teams explore new ways to streamline work and improve productivity, Helient helps legal professionals adopt AI with confidence.

Focus on what matters most

Prioritize AI opportunities that align with your firm's goals, workflows, and areas of greatest impact.

Empower attorneys and staff

Support practical, day-to-day AI use that helps people work more efficiently within familiar Microsoft tools.

Create a secure foundation

Establish the governance, security, and oversight needed to address the risks associated with shadow AI.

Plan for long-term success

Build an AI strategy that supports future growth, evolving business needs, and continued innovation.

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Finding the right fit for your firm

The goal of AI advisory is to help organizations understand where AI can have the greatest impact, what foundational work is required, and how to move forward responsibly.

Work with organizational knowledge

Surface relevant documents, emails, meetings, and firm knowledge within existing Microsoft 365 workflows.

Assist with everyday work

Support routine tasks such as drafting content, summarizing information, preparing for meetings, organizing notes, and reducing administrative effort across Microsoft applications.

AI agents and automation

Extend productivity through AI-powered agents that can assist with specific processes, automate repetitive tasks, and support workflows across the firm.

Security and information protection

Help protect confidential information through security controls, data protection capabilities, access management, and safeguards that support responsible AI use.

Governance and policy management

Establish the policies, permissions, and oversight needed to manage AI adoption across the organization and align usage with firm requirements.

Data, insights, and decision-making

Enable AI experiences built on trusted organizational data while helping firms understand how information access, data quality, and licensing considerations influence outcomes.

Cost and licensing optimization

Understand how Microsoft AI capabilities fit with licensing requirements, adoption priorities, and potential usage costs before expanding your investment.

Work with organizational knowledge

Surface relevant documents, emails, meetings, and firm knowledge within existing Microsoft 365 workflows.

Assist with everyday work

Support routine tasks such as drafting content, summarizing information, preparing for meetings, organizing notes, and reducing administrative effort across Microsoft applications.

AI agents and automation

Extend productivity through AI-powered agents that can assist with specific processes, automate repetitive tasks, and support workflows across the firm.

Security and information protection

Help protect confidential information through security controls, data protection capabilities, access management, and safeguards that support responsible AI use.

Governance and policy management

Establish the policies, permissions, and oversight needed to manage AI adoption across the organization and align usage with firm requirements.

Data, insights, and decision-making

Enable AI experiences built on trusted organizational data while helping firms understand how information access, data quality, and licensing considerations influence outcomes.

Cost and licensing optimization

Understand how Microsoft AI capabilities fit with licensing requirements, adoption priorities, and potential usage costs before expanding your investment.

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A tailored approach to AI advisory

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Understand your starting point

We review your firm's goals, Microsoft environment, current AI use, and key security, governance, and operational priorities.

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Set priorities and safeguards

We identify relevant capabilities and review readiness across permissions, governance, data access, and security, tailoring recommendations to your firm's goals.

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Support successful adoption

Helient supports implementation and adoption, helping teams realize value from approved AI tools while maintaining appropriate controls.

Frequently asked questions about AI for law firms

How can Microsoft Copilot support work in a law firm?

Microsoft Copilot can support a range of legal and administrative tasks, including drafting internal communications, summarizing documents, preparing for meetings, organizing information, and helping staff work more efficiently within Microsoft 365. The most effective use cases depend on the firm’s workflows, the types of information involved, and the safeguards in place to support appropriate review and oversight.

What should law firms review before deploying Microsoft Copilot?

Before deploying Microsoft Copilot, law firms should review data access permissions, security settings, governance policies, information management practices, and planned use cases. Licensing is only one part of the process. Firms also need to understand what information Copilot can access, how it will be used, and what controls should be in place to help protect confidential information.

Can Helient help if our firm already uses Microsoft Copilot?

Yes. AI advisory services are valuable for both new and existing Copilot deployments. Helient can help law firms review current usage, identify governance or security concerns, assess adoption challenges, and evaluate additional Microsoft AI capabilities that may support attorneys and staff more effectively.

What is shadow AI, and why is it a risk for law firms?

Shadow AI refers to AI tools or accounts being used without firm approval, governance, or IT oversight. For example, an attorney may use a public AI tool to summarize client information or draft content. Without appropriate controls, firms may have limited visibility into how information is processed, retained, or shared. Managing shadow AI requires more than blocking tools. It involves approved alternatives, clear policies, user education, and appropriate security controls.

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