AI built in. Not bolted on.
Microsoft Copilot capabilities native to your practice management—no separate AI subscriptions, no third-party integrations, no data leaving your Microsoft environment.
AI that's actually useful for legal finance
The legal industry is flooded with AI hype. Every vendor claims AI capabilities—usually meaning a ChatGPT wrapper that sends your client data to third-party servers.
Microsoft Dynamics 365 Business Central delivers AI through Microsoft Copilot and AI Agents—enterprise AI built into the Microsoft ecosystem your firm already trusts. Your data stays in your Microsoft tenant. AI operates within your security and compliance framework. No additional subscriptions or vendor relationships required.
And our AI focuses on practical legal finance applications, not science fiction promises: bank reconciliation that actually works, cash flow predictions based on your data, automated invoice processing, and intelligent assistance for everyday tasks.
AI Agents: Autonomous automation for legal finance
Microsoft Business Central now includes AI Agents—autonomous AI that can complete entire workflows, not just assist with individual tasks.
Payables Agent
Automate invoice management end-to-end.
The Payables Agent handles incoming vendor invoices automatically:
- Receives invoices via email or upload
- Extracts invoice data using AI
- Matches to purchase orders and receipts
- Routes for approval based on workflows
- Posts approved invoices automatically
- Flags exceptions for human review
Impact:
Hours saved on manual invoice processing every week.
Sales Order Agent
Speed up order capture and processing.
The Sales Order Agent streamlines inbound orders:
- Processes incoming order requests
- Creates quotes and sales orders automatically
- Checks inventory and delivery capabilities
- Routes orders for review or approval
- Generates confirmations and communications
Impact:
Faster response to client requests, fewer data entry errors.
Practical AI capabilities for legal finance
Chat with Copilot
Find, explain, guide.
Ask natural language questions about your legal finance data:
- "What's the trust balance for the Smith matter?"
- "Show me unbilled WIP over 90 days"
- "Which matters are over budget?"
- "Explain this reconciliation discrepancy"
AI-Assisted Bank Reconciliation
Intelligent matching, exception focus.
- Automatic transaction matching with AI
- Learning from your corrections
- Exception flagging for review
- Reduced reconciliation time by 80%
- Transforms month-end close
Cash Flow Forecasting
Predictions based on your data.
- Predicted cash inflows from billing patterns
- Projected disbursement timing
- Trust account balance forecasting
- Scenario modelling for business planning
Late Payment Prediction
Identify risk before it becomes a problem.
- Risk scoring for outstanding invoices
- Early warning for collection issues
- Recommended follow-up actions
- Client credit risk assessment
Analysis Assist
AI-powered data exploration.
Explore financial data with natural language:
- "Compare this quarter to last year"
- "Which practice areas have highest realisation?"
- "Show matters with declining profitability"
E-Document Mapping
Intelligent document processing.
- Automatic invoice classification
- Data extraction from legal documents
- Document routing based on content
- Metadata tagging assistance
AI with enterprise security
When you use AI through Microsoft Business Central, your data never leaves your Microsoft environment:
No third-party AI providers
Microsoft Copilot runs within Microsoft's enterprise AI infrastructure
Your data stays yours
AI operates on data in your Microsoft tenant
Same compliance
AI operates within your existing Microsoft security and compliance framework
Enterprise controls
Manage AI capabilities through the same admin tools as Microsoft 365
Audit trails
Complete logging of AI interactions