AI for small practices
Get time back without putting client data at risk.
Secure AI built safely inside your own Microsoft 365.
Make sure your files and permissions are safe for AI first, then save hours on the work that eats your staff’s week.
You know AI should be saving time. You’re not sure where to start, or whether it’s safe.
- Staff are already pasting client information into AI tools nobody has vetted.
- Copilot would show people files they were never meant to see.
- You have watched demos, but nobody has shown you the hours it saves your practice.
How it works
Step 1
Make it safe
We check what AI could reach in your Microsoft 365 (sharing links, permissions, guest access, MFA) and fix it first.
Step 2
Find the constraint
We walk through your business in order, from first call to final invoice, and find where work piles up.
Step 3
Automate and measure
We build one automation in your own tenant. We write down today’s number before we start and measure it again afterwards.
Learn: get comfortable and safe
Start with understanding. These sessions cover what is safe to put into AI and how your own work could use it.
AI Quick Start for Owners
A one-to-one session where you try AI on your own workflows and learn which uses are safe.
Team AI Workshop: Safe & Productive AI at Work
Your team learns how to use Copilot, ChatGPT and Claude safely, with the basics of a sensible AI policy.
Leadership AI Strategy Session
Owners and managers leave with a map of where AI can help and a map of where it could put the practice at risk.
Claude / Copilot Setup Session
Your accounts are set up with safe settings for data use and retention, and you leave with your first working use cases.
Assess: see what AI can reach and where it pays off
A written look at your permissions and your workflows, so the first project is chosen on evidence.
AI Opportunity Audit
A walk through how your work flows from first call to final invoice, ending in a ranked list of where AI would save the most staff time.
Secure AI & Copilot Readiness Assessment
A written review of what AI could reach in your Microsoft 365, whether Copilot is ready to switch on, and the first projects worth doing.
See the assessmentBuild: one tightly scoped project at a time
Each project is built in your own Microsoft 365, with a baseline written down first so the result is a number, not an impression.
Executive Assistant: Morning Brief
A daily brief arrives in your inbox with your calendar, the emails that need a reply and the day’s priorities.
Starter Automation
One repetitive workflow is automated inside your own Microsoft 365, with the before-and-after result written down.
Standard Automation Project
Document and email handling, customer-facing AI or connected workflows are built in your tenant and measured against a baseline.
Internal Knowledge Assistant
Staff get answers from your own procedures and documents, so senior people field fewer repeat questions.
Microsoft 365 Copilot Deployment & Adoption
Copilot is rolled out to the right people with permissions checked first, and your team is shown how to use it well.
Agentic Back-Office
A multi-step AI agent handles routine back-office work while a person approves each important step.
Compliance experience, not just configuration
AI governance is the same discipline with a new tool in the room.
I've completed NIST and HIPAA compliance audits that law firms, medical and optometry practices, and accounting firms used to meet their cybersecurity and cyber-insurance requirements, and I led an IT services company through SOC 2 from readiness to a completed audit. Smaller offices with little day-to-day PHI get a standard NIST baseline; practices with real HIPAA exposure get the full review.
The process is the same every time: an as-is assessment, a review of what the data shows, a fiscally responsible plan, the implementation, and ongoing monitoring for long-term clients. You hear about risk, penalties and consequences. Not jargon.
After the project
Once a project is live, I can stay on for ongoing support: keeping it working, watching permissions as your team changes, and adjusting it as your needs change.
Start with what AI can reach today
Book time and we will look at your Microsoft 365 together: permissions first, then where the hours are.