FirstCall Federal770-335-6136
Free checklist · Microsoft 365 Copilot

The Copilot Readiness Checklist for Regulated Companies

What to fix before you turn on Microsoft 365 Copilot, if you handle CUI, ePHI or customer data. Written for commercial, GCC and GCC High tenants.

  • Find the oversharing Copilot will surface before your users do
  • Labels, DLP and policy settings to have in place first
  • A four-week plan from pilot group to wider rollout

Get the free checklist

Free PDF. We'll email you a copy too.
What's inside

6 areas to check before you assign licenses

Cloud and licensing fit

Confirm Copilot fits your cloud (commercial, GCC or GCC High) and your contracts.

Permissions and oversharing

Sites open to everyone, links that never expire and old teams nobody cleaned up.

Labels and data loss prevention

Sensitivity labels and DLP rules that keep CUI and ePHI out of the wrong answers.

Policy and people

An acceptable use policy, a pilot group and training that sticks.

Agents and extensions

Who can build agents, which connectors are allowed and what web grounding should be set to.

Monitoring and evidence

Audit logs and records you can show an assessor or auditor later.

Who it's for

Built for

  • Defense contractors on GCC High planning Copilot alongside CMMC
  • Healthcare and financial companies with ePHI or customer data in Microsoft 365
  • IT teams and MSPs asked to turn Copilot on safely

Rather talk it through?

We run Copilot readiness reviews, fix oversharing with your IT team or MSP, and roll Copilot out in commercial, GCC and GCC High.

Book a 30-minute call