Client confidentiality + project profitability + proposals + information barriers. 6 vertical use cases + fixed-fee delivery.
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Professional services Copilot: 6 verticals (accounting/tax, consulting, A/E, marketing, IT consulting, ad/PR). 6 use cases: proposals + client comm + research + deliverables + time entry + KB. Client confidentiality controls: sensitivity labels + information barriers + Purview Restrict Access + DLP + Insider Risk + audit trails. Dynamics 365 Project Operations ($120/user/mo, Microsoft list) native Copilot integration for time entry + profitability + resource planning + reporting. 6 frameworks: client confidentiality + state privacy + independence + SOC 2 + HIPAA + SEC/FINRA. Productivity gains: 8-15 hrs/week/professional; billable-time +20-40%. EPC Group tiers: Readiness, Foundation, Pilot, Full Rollout and a monthly Retainer — each a fixed fee quoted after a scoping call.
Six professional services verticals with strong Copilot ROI: (1) Accounting + tax firms — audit prep, tax return drafting, client communication, research. (2) Management consulting — proposal drafting, research, client deliverables. (3) Architecture + engineering firms — RFP responses, design narrative, technical documentation. (4) Marketing agencies — campaign copy, creative briefs, client presentations. (5) IT consulting + system integrators — proposal drafting, technical documentation, project management. (6) Advertising + PR — pitch decks, campaign concepts, media relations. All benefit from Copilot productivity gains (8-15 hrs/week/professional reclaimed for billable work).
Six proven use cases: (1) Proposal + RFP responses — Copilot drafts sections from prior successful proposals + firm knowledge base. (2) Client communication — status updates, meeting summaries, action items. (3) Research + analysis — Copilot in Excel + Word for analytical work. (4) Deliverable drafting — reports, memos, presentations grounded in engagement data. (5) Time entry + project reporting — Copilot in Dynamics 365 Project Operations for time + expense + profitability. (6) Internal knowledge management — search firm methodology + prior engagements + best practices. Professional services professionals typically save 8-15 hours/week; billable-time increases 20-40%.
Six controls for client confidentiality: (1) Sensitivity labels — Client A, Client B, Client-Confidential taxonomy. (2) Information barriers — team members on Client A engagement cannot access Client B content via Copilot. (3) Purview Restrict Access — client-scoped SharePoint sites hidden from cross-client Copilot query. (4) DLP — prevent client-labeled content from being shared or copied to unauthorized destinations. (5) Insider Risk — detect departing consultants downloading client data. (6) Audit trails — Copilot query + response logs per engagement for possible discovery. Client engagement letters + master service agreements often specify AI use controls — must comply.
Dynamics 365 Project Operations is Microsoft's project-centric ERP + PSA (Professional Services Automation). Integrates with Copilot for: (1) Time entry — natural-language time entry ("worked 3 hours on Client X strategy review"). (2) Project profitability analysis — real-time margin analysis + risk identification. (3) Resource planning — Copilot recommends staffing based on skills + availability. (4) Project reporting — automated status reports + client updates. (5) Contract management — SOW drafting + change order management. (6) Financial forecasting — pipeline + backlog + WIP analysis. Project Operations pricing: $120/user/month; typical for larger PSA firms.
Six frameworks: (1) Client confidentiality — engagement letter + industry standards (accounting AICPA, legal ABA Model Rules, architecture NCARB, engineering PE codes). (2) State privacy — CCPA/CPRA + others for client + prospect PII. (3) Independence rules — accounting firms auditor independence. (4) SOC 2 — many professional services firms need SOC 2 for enterprise clients. (5) HIPAA — Business Associate if working with healthcare clients. (6) SEC + FINRA — if working with financial services clients or if firm has broker-dealer affiliation. Copilot deployment maps to firm-specific compliance profile.
EPC Group Professional Services Copilot tiers: (1) Copilot Readiness Assessment (fixed fee, 3 weeks) — 12-gap + client confidentiality-specific controls. (2) Foundation Hardening (fixed fee, 8 weeks) — sensitivity labels + information barriers + DLP + Insider Risk. (3) Pilot Deployment (fixed fee, 4 weeks) — 100-200 professionals pilot. (4) Full Firm Rollout (16-24 weeks, fixed fee quoted after discovery) — all professionals + change management + KPI tracking. (5) Dynamics 365 Project Operations Integration (8-16 weeks, fixed fee quoted after discovery). (6) Ongoing Governance Retainer (monthly retainer quoted after discovery). Total year-1 for 500-professional firm: fixed fee quoted after discovery services + Copilot licenses.
EPC Group professional services portfolio: (1) Copilot deployments with client confidentiality controls. (2) Dynamics 365 Project Operations implementations. (3) Client-scoped SharePoint governance + Restrict Access. (4) Information barriers for cross-client separation. (5) Sales enablement (Copilot for Sales in Dynamics or Salesforce). (6) Firm-wide knowledge management via Fabric + Copilot for Fabric. Engagements are fixed-fee, scoped after discovery for professional services Copilot programs. Professional services verticals: accounting, management consulting, architecture + engineering, marketing agencies, IT consulting. Deep experience with client-confidentiality-heavy firms.
3-week fixed fee: 12-gap + client confidentiality controls audit. Call (888) 381-9725.
Monday-Friday, 8 AM - 7 PM CT
We respond to all inquiries within one business day
AI assistant — not human