Legal scenario: Legal strategy development
Available with: Microsoft 365 Copilot | Copilot Studio Scenario level:
KPIs impacted
Advisory services
Outside counsel spend
Value benefit
Cost savings
Employee experience
Using Copilot for legal strategy development
1. Case data aggregation
Use Microsoft Copilot to aggregate case information. A Copilot Agent is used to add information from your organization’s cases, by connecting to your system of record.
Copilot Studio Agent
Benefit: Collecting case data ensures a comprehensive foundation for analysis.
2. Similar case analytics
Prompt Copilot to analyze relevant cases to identify strategies that have been used previously, which could be applicable to the current situation.
Copilot Studio Agent
Benefit: Analyzing similar cases helps identify what strategies have been effective in the past.
3. Strategy formulation
Based on the analysis, have Copilot suggest legal strategies that align with the nuances of the current case or provide recommendations on case similarities to the current legal challenge.
Business Chat2
Benefit: Formulating strategies provides a starting point for legal argumentation and defense.
4. Preparation assistance
Ask Copilot in PowerPoint and Copilot in Word to assist in preparing case presentations and documentation, ensuring all materials are thorough and persuasive.
Copilot in PowerPoint
Copilot in Word
Benefit: Assisting in preparation ensures that all case materials are thorough and persuasive.
5. Outcome analysis
Use Copilot to summarize case decisions to add to your legal system of record.
Copilot Studio Agent
Benefit: Analyzing outcomes helps in refining strategies for future cases.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
