Microsoft Copilot for professional services, finance and property
Accounting, legal, consulting, property and IT firms mostly live in Outlook, Teams and Word, which is where Copilot does the most.
- Share of NZ employees
- 19%about 451,000 people, Feb 2025
- Highest local share
- 28%Lincoln, Canterbury
- Highest region
- 24%Auckland, 208,000 employees
Where we start
Accounting, legal, consulting, property and IT firms mostly live in Outlook, Teams and Word, which is where Copilot does the most.
Client meeting recaps
Teams recaps capture advice given and actions agreed, ready for the file.
Drafting from precedent
Draft letters, reports and proposals in Word from your existing documents.
Catch-up and triage
Summarise long client threads in Outlook and pick out what needs a reply.
Take care: Client confidentiality depends on permissions. Make sure matter and client sites are not overshared before licensing Copilot widely.
Where the jobs are
Professional services, finance and property accounts for 19% of paid employees in New Zealand. These are the towns and regions where its share is highest. Towns need at least 400 employees to be ranked.
Towns with the highest share of jobs in professional services
| Town | Chart | Share | NZ |
|---|---|---|---|
| Lincoln | 28.4% | 18.5% | |
| Wellington | 28.0% | 18.5% | |
| Edgecumbe | 26.9% | 18.5% | |
| Katikati | 26.8% | 18.5% | |
| Arrowtown | 25.9% | 18.5% | |
| Auckland | 25.1% | 18.5% | |
| Lyttelton | 24.4% | 18.5% | |
| Te Puke | 24.1% | 18.5% | |
| Alexandra | 23.4% | 18.5% | |
| Kumeū-Huapai | 22.1% | 18.5% |
Share of paid employees at business locations in the town. The tick marks the national share.
Source: Stats NZ, Business Demography Statistics, February 2020 and 2025.
By region
| Region | Chart | Share | NZ |
|---|---|---|---|
| Auckland | 24.2% | 18.5% | |
| Wellington | 21.9% | 18.5% | |
| Canterbury | 17.4% | 18.5% | |
| Nelson | 15.5% | 18.5% | |
| Bay of Plenty | 15.0% | 18.5% | |
| Waikato | 14.0% | 18.5% | |
| Hawke's Bay | 14.0% | 18.5% | |
| Otago | 13.5% | 18.5% | |
| Taranaki | 12.3% | 18.5% | |
| Tasman | 11.3% | 18.5% | |
| Gisborne | 11.1% | 18.5% | |
| Marlborough | 10.6% | 18.5% | |
| Manawatū-Whanganui | 9.8% | 18.5% | |
| Northland | 9.8% | 18.5% | |
| Southland | 8.8% | 18.5% | |
| West Coast | 7.8% | 18.5% |
Source: Stats NZ, Business Demography Statistics, February 2020 and 2025.
Courses
1Introductory
Microsoft 365 Copilot foundations
Hands-on Copilot across Outlook, Teams, Word, Excel and PowerPoint, using your own everyday tasks.
2Organisation
Copilot rollout and readiness
Plan a Copilot rollout that pays for its licences: permissions hygiene, sensitivity labels, pilot groups, champions and adoption measurement.
3Advanced
Copilot Studio agents and advanced Excel
Build agents in Copilot Studio over your own content and processes, automate the actions with Power Automate, and get more from Copilot in Excel.
Other industries
Questions
Is Microsoft Copilot safe to use in professional services?
With the right plan and rules, yes for most tasks. Client confidentiality depends on permissions. Make sure matter and client sites are not overshared before licensing Copilot widely.
Can training use our own professional services examples?
Yes. We ask for a few real, non-sensitive examples beforehand, or anonymised versions, and build the exercises around them.
Train your professional services team
- ScopeHeadcount, sites, Microsoft 365 plan and licences, and the teams you want to start with.
- PlanWe propose a course, a pilot group and a format, and agree the files and meetings to use.
- TrainOn-site or over Teams, in Outlook, Word, Excel and Teams, with your own work.
- In person
- Remote
- Half-day workshop
- Full-day workshop
- Team rollout
Independent training by TheColab. Not affiliated with Microsoft.
Enquire
Tell us about your team. We reply by email with a suggested course and format.