Microsoft Scenario Library Legal Legal strategy development​

Available with: Microsoft 365 Copilot | Copilot Studio

Legal scenario: Legal strategy development​

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Scenario

Using Copilot for legal strategy development

Quickly aggregate publicly available case information, analyze relevant cases to identify past strategies, and formulate a new strategy for legal argumentation.

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 icon

Copilot Studio Agent

Benefit: Collecting case data ensures a comprehensive foundation for analysis.

Prompt Copilot to analyze relevant cases to identify strategies that have been used previously, which could be applicable to the current situation.

Copilot Studio icon

Copilot Studio Agent

Benefit: Analyzing similar cases helps identify what strategies have been effective in the past.

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.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Formulating strategies provides a starting point for legal argumentation and defense.

Ask Copilot to summarize the legal strategies suggested and prepare a brief for review.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Assisting in preparation ensures that all case materials are thorough and persuasive.

Use Copilot to summarize case decisions to add to your legal system of record.

Copilot Studio icon

Copilot Studio Agent

Benefit: Analyzing outcomes helps in refining strategies for future cases.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help reduce average document review times

Microsoft Copilot can help with lowering review times which in turn leads to increased attorney productivity and higher client satisfaction rates.
Optimizing Legal Workflows​
  • Lower time spent on administrative tasks​
  • Find knowledge and take action​
  • Efficiently draft and format documents​
  • Swiftly scan and summarize documents​

How Microsoft Copilot can help reduce spending

Legal teams can use Copilot to automate routine tasks to improve productivity, expedite processes, and increase client satisfaction. By improving these metrics, legal teams can bring work in-house and become less reliant on outside legal counsel assistance.​
Optimizing Legal Workflows​
  • Reduce time spent on administrative tasks​
  • Find knowledge and take action​
  • Efficiently draft and format documents​
  • Swiftly scan and summarize documents​

How Microsoft Copilot can help to drive efficiencies in regulatory work and compliance

Copilot can significantly enhance efficiencies and scalability in complex regulatory work. By summarizing regulations, streamlining analysis, and providing actionable insights, it empowers legal teams to stay ahead of the curve.
Assessing regulations
  • Summarizes new regulations
  • Provides gap analysis with organization policies
  • Researches relevant external information
  • Identifies possible risk mitigation strategies

How Microsoft Copilot can help streamline transactional processes

Copilot can increase efficiency, understanding, and consistency of contract reviews for increased velocity and better decision making.
Advancing review
  • Summarize complex documents
  • Extract key clauses and terms
  • Highlight sections needing closer examination
  • Generate faster first drafts of contracts

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.