Driving efficiency in professional services with AI
How Microsoft 365 Copilot is transforming consulting and service firms
Microsoft Teams
11th March 2025 | 10:00 – 11:00
Private Sector
Professional services firms, including consultancies, legal advisors, marketing agencies, IT service providers, and more, rely on efficiency and client satisfaction to maintain competitivity. However, many firms struggle to find the time to complete administrative tasks, leading to challenges with maintaining client collaboration.
With the rapid adoption of AI solutions, professional services firms can now streamline operations, enhance productivity, and provide more value to clients. Microsoft 365 Copilot integrates seamlessly with familiar tools like Word, Outlook, Teams, and Excel to automate workflows, generate insights, and improve decision-making.
As the UK’s leading Microsoft 365 Copilot partner, Phoenix Software invites you to an exclusive webinar designed for professional services leaders and practitioners. Discover how AI will revolutionise your organisation now.
What you’ll learn
Join us to discover how Microsoft 365 Copilot will transform professional services firms by enabling:
Automated proposal and report generation: speed up content creation for client proposals, reports, and presentations
Enhanced knowledge management and research: summarise industry trends, extract key insights from reports, and assist in knowledge retention
Seamless client communication and collaboration: streamline meeting summaries, automate email responses, and track key client deliverables
Efficient project management and time tracking: optimise resource allocation and automate status updates to keep projects on schedule and within budget
AI-driven data insights: analyse performance metrics and identify trends
Why attend?
AI is reshaping the professional services industry, and firms that leverage automation and AI-driven insights will gain a significant competitive advantage. By attending this webinar, you’ll gain:
Gain real-world insights into how leading professional services firms are using AI to improve efficiency and profitability
Watch live demonstrations of Microsoft 365 Copilot’s capabilities in action
Explore best practices for integrating AI into your daily workflows
Learn actionable strategies to optimise time management, reduce administrative workload, and enhance client satisfaction
We will also cover Microsoft’s response to the UK Government’s AI Action Plan, by exploring how Copilot aligns with the government’s AI strategy, supports responsible AI adoption, enhances productivity across sectors, and drives innovation while ensuring compliance and security.
About Phoenix Software
As the UK’s number one Microsoft 365 Copilot partner, Phoenix Software specialises in helping professional services firms leverage AI solutions to drive digital transformation.
Our expertise in Microsoft technologies, cloud solutions, and AI enables organisations to optimise efficiency, improve collaboration, and deliver exceptional client outcomes.
Secure your spot today
Don’t miss this opportunity to unlock the power of AI in professional services.