Best Practices

Explore proven governance practices designed to reduce risk, improve compliance, and strengthen information management.
AI Governance

Prepare for responsible AI adoption with governance strategies that protect sensitive data while enabling secure innovation.
Microsoft 365

Discover how law firms can strengthen governance, security, and collaboration across their Microsoft 365 environment.
Information Protection

Learn how intelligent classification and protection controls help safeguard confidential information throughout its lifecycle.
Data Security

Explore practical strategies for protecting critical information and reducing security risks across modern legal environments.
Before You Turn On Copilot: What a Governance Readiness Assessment Actually Finds

The gap between “we deployed Copilot” and “we deployed Copilot safely” is a short assessment, and it almost always finds more than leadership expects. Reading time: about 7 minutes • Topics: Microsoft 365 Copilot, Microsoft Purview, Data Governance, Oversharing, Legal Copilot doesn’t hack your data. It uses your permissions. That single sentence explains why […]
When One Tool Isn’t Enough: Governing AI Across Every Platform Your Firm Uses

Your firm isn’t running one AI tool. It’s running several. The firms adopting AI most safely govern the data underneath all of them, not each app one at a time. Reading time: about 6 minutes • Topics: AI Data Governance, Microsoft Purview, Copilot, Harvey, CoCounsel, ChatGPT, Claude, Legal At most firms, AI governance comes last, […]
Locking Down Copilot Studio Before Your Agents Go Live

AI agents don’t wait for governance to catch up. Here’s how to establish the guardrails before the first agent touches a client matter, not after. Reading time: about 6 minutes • Topics: Copilot Studio, AI Agents, Microsoft Purview, Entra ID, Governance, Legal Building an AI agent has never been easier. Governing one has never been […]
Governed BI: Putting Purview Sensitivity Labels on Power BI and Fabric

Your dashboards are only as governed as the data behind them. Here’s how to bring firm-financial analytics into Power BI and Microsoft Fabric without turning a dashboard into a data-leak. Reading time: about 6 minutes • Topics: Microsoft Fabric, Power BI, Microsoft Purview, Row-Level Security, Data Governance, Legal Everyone wants the dashboard. Almost no one […]