Premium Service

MICROSOFT 365 COPILOT SERVICES

Confident, Secure, and Ready for Microsoft 365 Copilot

Service Overview

About This Service

Microsoft 365 Copilot brings the power of AI into the apps your firm uses every day — Word, Excel, PowerPoint, Outlook, and Teams. It transforms how legal teams work by combining large language models with your data in Microsoft Graph and Microsoft 365 apps. Deploying Copilot without preparation can expose your firm to security risks, compliance issues, and inefficiencies. Our Copilot Readiness Assessment ensures data governance, security baselines, best practices, and compliance are in place before adoption.

WHY COPILOT READINESS MATTERS

DATA GOVERNANCE GAPS (PURVIEW)

SECURITY BASELINES NOT MET (ENTRA ID / MDO)

SHADOW DATA IN ONEDRIVE/SHAREPOINT/TEAMS

COMPLIANCE & ETHICAL OBLIGATIONS (LEGAL)

COPILOT READINESS ASSESSMENT (65+ CONTROLS)

ENTRA ID (IDENTITY)

MFA/PA, Conditional Access, role hygiene, privileged access, sign-in risk policies.

EXCHANGE ONLINE

Anti-phish/spam, DMARC/DKIM/SPF, transport rules, external tagging, auditing.

MICROSOFT TEAMS

Team lifecycle, guest access, sensitivity labels, external sharing, DLP.

ONEDRIVE FOR BUSINESS

External sharing policies, retention, encryption at rest/in transit, link governance.

SHAREPOINT ONLINE

Site provisioning, hub/permissions model, sensitivity labels, DLP, lifecycle.

MICROSOFT PURVIEW

Data classification, retention/lit hold, insider risk, eDiscovery, DLP policies.

Key Benefits

SECURE, GOVERNED COPILOT

Adopt Copilot with the right controls to protect sensitive client data and ethics.

FASTER VALUE REALIZATION

Proven roadmap to accelerate enablement while minimizing risk and rework.

CROSS‑TEAM USE CASES

Sales, Marketing, Operations, Legal, PMO, and Executives benefit from Copilot.

COMPLIANCE‑ALIGNED

Controls mapped to industry and legal obligations using Microsoft Purview.

Our Process

1

READINESS ASSESSMENT

Evaluate 65+ parameters across Entra ID, Exchange, Teams, OneDrive, SharePoint, and Purview.

2

RISK MATRIX & ROADMAP

Classify gaps (Critical/High/Medium/Low) with prioritized remediation plan.

3

REMEDIATION & BASELINES

Implement policies and controls to reach the cybersecurity baseline and compliance.

4

ENABLEMENT & TRAINING

Activate Copilot scenarios across teams with best‑practice guardrails and user training.

Cloud Practice 365 Pricing

Choose the plan that fits your firm. All plans are billed monthly and include managed support, security, and compliance features tailored for law practices.

Cloud Practice 365 Essentials

Ideal for small or hybrid law firms transitioning to the cloud with basic compliance and security.

$145 /user/month
  • Azure Cloud File Storage & SharePoint setup
  • Basic AVD Access (shared host pool)
  • Email Security: SPF, DKIM, DMARC configuration
  • Proofpoint Essentials or equivalent for spam/phishing protection
  • Endpoint Protection (EDR – CrowdStrike Advanced or Defender for Business)
  • Managed Patch & Updates (Windows, Office, 3rd party)
  • Cloud Backup (M365 + Endpoint)
  • Security Awareness Training (monthly simulations)
  • 24/7 Helpdesk & Remote Support
  • AKAVEIL Compliance Baseline: HIPAA/GLBA/ABA review checklist
RECOMMENDED

Cloud Practice 365 Professional

Best for growing firms that need better performance, advanced security, and managed compliance.

$195 /user/month
  • Includes Everything in Essentials, plus:
  • Dedicated AVD host pool (performance-tuned for legal apps like Clio, iManage, SoftPro, etc.)
  • Advanced EDR (SentinelOne Complete or CrowdStrike Falcon Pro)
  • MDR (24/7 threat hunting & SOC team)
  • ThreatLocker or Application Whitelisting
  • Full Microsoft 365 Compliance Center configuration
  • Quarterly Compliance Reports & Remediation Plans
  • Managed Microsoft Teams Voice (Business Voice or Direct Routing)
  • Priority Support with SLA
  • Quarterly Tech Review & Strategy Call

Cloud Practice 365 Elite

Built for firms that demand enterprise-level compliance, uptime, and full cloud transformation.

$265 /user/month
  • Includes Everything in Professional, plus:
  • AVD Private Environment (dedicated host pool per firm, SSD-backed performance)
  • Azure Active Directory Premium P2 (Identity Protection, Privileged Identity Mgmt)
  • Full SOC + SIEM Integration (Sentinel + SOC monitoring)
  • Proofpoint Advanced Threat Protection (URL/Attachment Defense)
  • Microsoft Purview Data Loss Prevention
  • Full Policy Documentation & Incident Response Plan
  • Compliance-as-a-Service (ABA, GLBA, and State-level frameworks)
  • 24/7 Phone Support + Assigned AKAVEIL vCIO
  • Annual Security Audit & Compliance Certification Assistance

Add-On: Microsoft 365 Copilot Readiness

Optional Standalone Service

$1,200 fixed engagement (one-time)
  • Data Readiness Assessment (SharePoint, OneDrive, Teams)
  • Security & Access Audit (permissions cleanup, sensitivity labels)
  • Copilot Enablement Report & Licensing Plan
  • Staff Enablement & Pilot Training (up to 10 users)
  • Recommendations for safe Copilot adoption in legal environments
  • Option to convert to ongoing Copilot Optimization service at $25/user/month

Optional Add-Ons

Customize plan & cost based on your practice needs

  • Nerdio AVD Performance Optimization Pack
    $15/user/month
  • Email Archiving & eDiscovery
    $5/user/month
  • Dark Web Monitoring & Breach Alerts
    $100/domain/month
Take Action

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