IT Consulting
An IT roadmap and budget that line up with where your company is going.
AI & Copilot
Microsoft 365 Copilot and AI, used safely with client data
Safe, practical AI for companies that hold client data. We get Microsoft 365 ready for Copilot, give your staff clear rules, and automate the repetitive work.
What we do
AI tools are already in most offices, whether or not anyone has approved them. For a company that holds client data, the job is using AI without risking confidentiality, privilege or your reputation.
The regulators agree on the basics. The SRA says solicitors remain accountable for their work however it was prepared, and that client information should only go into AI systems with appropriate safeguards. ICAEW says confidential information shouldn’t be loaded into public generative AI tools. The NCSC advises against including sensitive information in queries to public AI tools.
Microsoft 365 Copilot: permissions first
Copilot can be a real time-saver for drafting, summarising and finding things. But it works with whatever each person can already open, and in most companies that’s more than anyone realises: old shared links, “everyone” groups and sites nobody has looked at in years. Microsoft’s own guidance stresses getting those permissions right. So we start there, then roll Copilot out to the people who’ll use it.
Clear rules for your people
An AI usage policy doesn’t need to be long. It needs to say which tools are approved, what must never be typed into them, and when a qualified person has to check the result. We write it with you in everyday language, and help you explain it to your team.
Automation with tools you already pay for
Not every time-saver needs AI. Power Automate, part of Microsoft 365, can take approvals, reminders and document filing off people’s desks. It’s the same practical approach as our IT consulting: find the slow, manual process and make it run itself.
What’s included
What you get
Copilot readiness review
We check who can see what across SharePoint, OneDrive and Teams, because Copilot can surface anything a user already has access to.
Permissions and oversharing clean-up
Old “anyone with the link” shares, over-broad groups and forgotten sites tidied up before Copilot is switched on.
Copilot licences and roll-out
Copilot licences only for the people who’ll use them, with a short introduction for your staff.
Staff AI usage policy
Which AI tools are approved, what must never be typed into them, and when a person has to check the output.
Keeping client data out of public AI
Approved business tools, the Microsoft 365 data protection controls your licence includes, and staff awareness.
Practical automation with Power Automate
Approvals, reminders and document workflows that run themselves, built on the Microsoft 365 you already have.
How it works
How a Copilot project runs
Review
Your Microsoft 365 permissions, where client data lives, and which AI tools people already use.
Tidy
Fix oversharing and set sensible guardrails before anything new is switched on.
Agree
Your AI policy and approved tools, written down and signed off by the company.
Roll out
Copilot and automation for the people who’ll benefit, with training and a review afterwards.
For solicitors and accountants
Solicitors
The SRA is clear that solicitors stay accountable for AI-assisted work, and that client information should only go into AI systems with the right safeguards in place. We help you put those safeguards, and the human review behind them, into practice.
IT for solicitorsAccountants
ICAEW guidance says confidential information shouldn’t go into public generative AI tools. We give your practice approved tools and clear rules, so your team can save time on routine work without putting client data at risk.
IT for accountantsDavid helped define, develop and document our company IT policies, which helped form part of our larger IT strategy. I was very happy with the level of professionalism whilst at the same time keeping it simple and easy to understand. I look forward to working alongside Just Gilbey Ltd in the future and can recommend them to anyone else for IT assistance and support.
AshleyCEO, Compare TechnologyAI and Copilot work is priced as a project, with a clear scope agreed first. Copilot licences are extra, at Microsoft’s current price.See pricing
Frequently asked questions
Is Microsoft 365 Copilot safe for a law firm or accountancy practice?
Copilot works inside your Microsoft 365 permissions. Microsoft says it only surfaces organisational data that each user can already view. If files are overshared, Copilot makes them much easier to find. So we review and tidy permissions first, then switch it on, and its output still needs a person to check it.
Can our staff use ChatGPT and other public AI tools?
That’s for your company to decide, and it belongs in your AI policy. The NCSC advises against putting sensitive information into public AI tools, and ICAEW and the SRA say the same about confidential client information. Most companies approve specific tools for specific tasks and keep client data out of anything that isn’t approved. We help you make that decision and write it down.
Do we need an AI policy if we don’t use AI?
Very likely. The SRA points out that staff may use tools like ChatGPT even if the firm hasn’t adopted AI, and that firms need clear rules covering this. Writing a short policy now is easier than dealing with a data leak later.
Do we need a data protection impact assessment (DPIA)?
Possibly. The ICO’s guidance says most uses of AI involving personal data are likely to need a DPIA, assessed case by case. That guidance is under review following the Data (Use and Access) Act. We’ll help you work out what applies to your company, and your data protection lead makes the final call.
Is Copilot included in your MYLE plans?
No. Microsoft 365 Copilot is a separate Microsoft licence, on top of Microsoft 365 Business Premium, and it’s extra at Microsoft’s current price. We help you decide who needs it, so you don’t pay for licences nobody uses.
What can Power Automate do for a small company?
Take routine jobs off people’s desks. Think approvals, reminders, filing email attachments in the right folder, or letting a team know in Teams when something needs doing. We’ve used it with clients to improve their workflows, and it’s part of the Microsoft 365 you already pay for.
Related services
Cyber Security
24/7 threat detection, DMARC on your email and phishing training for your staff.
Cloud Services
Microsoft 365 and Azure set up and looked after, so your people can work securely from anywhere.
Managed IT Support
Your whole IT looked after for a fixed monthly price: support, security, licence management and backups.
AI & Copilot from our office in Hull: IT support in Hull & East Yorkshire, and remotely for companies in York, Leeds and London. Most of our clients are solicitors, accountants and regulated businesses.
Sources
- SRA: Misuse of AI, warning notice (17 August 2026)
- SRA: Risk Outlook report, the use of artificial intelligence in the legal market
- SRA: Effective supervision guidance (AI section added June 2026)
- ICAEW: Generative AI and ethics
- ICAEW: Don’t let AI tools land you in hot water (February 2024)
- ICO: Guidance on AI and data protection (under review)
- NCSC: ChatGPT and large language models, what’s the risk?
- NCSC: AI and cyber security, what you need to know
- Microsoft: Data, privacy and security for Microsoft Copilot
Find out where your IT stands
Our IT Assessment takes about two minutes. Tell us about your company and what’s prompting the change, and we’ll tell you what to do next.
Everything we can help with
Start from what you need to get done.
Check something
Fix or protect something
- Get a broken computer, server or email fixed
- Stop fake invoice and payment emails
- Answer our insurer’s security questionnaire
- Have all our IT looked after for a fixed monthly price
- Make sure we can recover from a bad day
- Work securely from home, court or a client’s office
- Replace our phone system
- Get Wi-Fi, network cabling or CCTV installed
- Give our IT person extra hands