Microsoft 365 for
professional services.
Consultancies, advisories, agencies. Every firm we work with has the same complaints — knowledge is in heads, client onboarding is a mess, billable visibility is wishful thinking. We fix those three things inside Microsoft 365 so you don't add another SaaS.
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What we typically build for
Professional Services.
Patterns we have shipped for professional services clients.
Client onboarding portals
Templated client kick-off in SharePoint + Power Automate. Set up a new engagement in 20 minutes, not two days.
Project workspaces
Project hubs with Planner, Loop, document library and a Power BI status dashboard wired to your time-tracking.
Billable hours visibility
Power BI on top of HubSpot, Salesforce, Xero, or the timesheet tool you've got. Partners see utilisation by Friday.
Knowledge management
The thing most consultancies do badly. A Copilot-powered knowledge agent over your tenders, proposals, reports and case studies.
The standards and regulators that
shape this work.
Sector-specific regulation
Accountancy: the ICAEW, ACCA, CIMA, and CIPFA Codes of Ethics, and the FRC's Audit Firm Governance Code where audit work is in scope. Retention discipline for working papers (typically seven years), client engagement documentation, and independence/conflicts workflows. Management consultancy: lighter regulatory pressure but increasing client-driven compliance expectations (Cyber Essentials Plus, ISO 27001, PI records). Actuarial and advisory: IFoA standards, FCA regulated-advice considerations where investment advice is in scope.
Client confidentiality and engagement data
Most professional services firms hold commercially sensitive or personally sensitive client information that requires controls beyond standard internal data. Sensitivity labels for engagement files, conditional access for the named engagement team, retention policies aligned to your engagement letter standards, and audit logging that supports any subsequent dispute or professional indemnity claim.
Anti-money laundering
For firms within the Money Laundering Regulations 2017 scope (auditors, accountants, tax advisers, and others), client due diligence workflows, source of funds checks, suspicious activity reporting, and record retention all get built into the client onboarding automation.
GDPR with consultancy-specific considerations
Client engagement data, prospect data, employee performance data, and the cross-border flows that come with international engagements. The retention discipline, the lawful basis documentation, and the data processing agreements are part of the governance work we deliver.
Procurement-grade signals
Professional indemnity insurance evidence, cyber liability documentation, Cyber Essentials Plus, ISO 27001, ICO registration. Increasingly the pre-qualification floor for sophisticated clients. The records live in the Microsoft estate with the right access, expiry tracking, and renewal workflow.
Fixed-price packs that
fit this sector.
The Cloudbliss services that
fit this sector.
We tried Copilot ourselves and got crickets. Cloudbliss did the data work first and ran the rollout. Weekly active sat at 81% after three months and partner pushback flipped to demand.
Things sector leaders
actually ask.
No more than the underlying GPT model would. We ground every response in your actual SharePoint, OneDrive and Dataverse content, with sources cited. Hallucinations drop sharply once grounding is right.
Yes. Power Automate connectors or custom REST connectors feed those into Dataverse where Copilot Studio can use them.
Most consultancies start with client onboarding — it's the easiest win and forces useful conversations about templates, governance and ownership.
Almost never. We sit on top of what you've got, surface the reports partners actually want, and only suggest replacement if your PSA is genuinely the wrong tool.