Introduction
Find your page in ten seconds.
Updated August 2026
Three paths through these docs. Whichever you take, nothing installs, and everyone signs in with the Microsoft work account the firm already uses.
You work at the firm
| What you want | Page |
|---|---|
| Set up the assistant you use | Claude, ChatGPT, Copilot, Gemini |
| Know what to ask it | What to ask for |
| Know what the AI sees, and never sees | How Proxara works |
You run the firm
| What you want | Page |
|---|---|
| See what deploying involves | What happens when you deploy |
| Connect the firm's systems | Microsoft 365, Karbon, Salesforce, Tax software |
| Put agents to work | Running agents across the firm |
| Run it day to day | The console |
| Try it on the firm's own work | The evaluation |
You run IT
| What you want | Page |
|---|---|
| Approve the one Microsoft consent | Connect Microsoft 365 |
| Put the console in Teams | Proxara in Microsoft Teams |
| Review the environment | The private environment |
| Review the architecture and the documents | Trust Center |