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Microsoft Copilot is transforming the way law firms use Microsoft 365—bringing speed, structure, and intelligence to everything from email and records to case planning and post-trial analysis. But with so many possibilities, where do you begin?

In this article, I’m giving you a sneak peek at seven of the most powerful ways I’m helping law firms use Microsoft Copilot inside Microsoft 365. These aren’t vague ideas—they’re real, practical applications grounded in legal work.

And yes, we’re doing it responsibly. Because innovation in the legal field must always align with ethical supervision, data privacy, and professional judgment.

Before You Start: Data Security Comes First

Let’s get something clear—Copilot does not train on your law firm’s data. It operates securely within your Microsoft 365 tenant, respecting permissions and maintaining confidentiality. Want proof? I break it all down in this post: “Microsoft Copilot and Client Data: What Law Firms Need to Know”

The Top 7 Ways to Use Microsoft Copilot in a Law Firm

Here’s a high-level overview of what’s possible when you combine Microsoft Copilot with legal workflows. I’ll be diving deeper into each one—complete with example prompts and output—over the coming weeks on LinkedIn and YouTube.

1. Summarize and Analyze Files in (SharePoint) OneDrive

Extract key information from lengthy files like deposition transcripts, discovery productions, and court rulings. Quickly turn dense content into digestible insights.

2. Create Medical Summaries with Lists + (SharePoint) OneDrive

Build organized medical summaries using records stored in OneDrive or SharePoint OneDrive. When paired with Microsoft Excel or Lists, Copilot helps you create structured, searchable summaries for litigation prep.

3. Catch Up After Vacation with Outlook + Copilot

Coming back from time off can be overwhelming. Let Copilot summarize your inbox, identify emails that need a response, and generate a prioritized action list—so you can spend less time catching up and more time getting back to work.

4. Generate Meeting Summaries with Teams and Stream

Whether it’s a team huddle or a case strategy call, use Copilot to summarize your recorded Microsoft Teams meetings and create an itemized follow-up list. No more digging through transcripts—just actionable insights.

5. Run Post-Case Performance Reviews and Autopsies

After closing a case, use Copilot with Planner, OneDrive, and Excel to evaluate team performance, missed deadlines, time tracking, and overall case execution. Great for identifying gaps, improving future processes, and refining SOPs.

6. Draft Legal Memos with SharePoint + Copilot

Use your Matter-Centric SharePoint site as a data source and let Copilot generate legal memos, timelines, and internal notes using stored files, emails, and client data. Take it a step further and keep your memos in SharePoint (OneNote) Notebooks.

7. Uncover Billable Moments Across the Microsoft 365 Ecosystem

Don’t leave money on the table. Use Copilot to identify billable time entries hidden in OneNote pages, SharePoint emails, Teams posts, saved files, calendar entries, and Planner tasks. Turn passive activity into revenue-generating entries—ethically and efficiently.

Final Thoughts

Microsoft Copilot has the potential to transform how your law firm works—saving time, uncovering insights, and improving the way your team communicates and collaborates. But like any powerful tool, its impact depends on how you use it. Start with small, intentional steps.

Focus on the workflows that matter most. And most importantly, pair innovation with supervision, strategy, and ethical clarity.

🚀 Want to see Copilot in action? I’ll be sharing real prompts, examples, and walkthroughs for each tip in the coming weeks on LinkedIn and YouTube.

👉 Follow along—and share this article with your team.

Misty Murray

CEO | Founder

Misty@ArrowConsultants.solutions

Check out my Paralegal Boss Blog Series

At Arrow Consultants, we help legal professionals all over the world create better systems and build sustainable law firms using the full power of Microsoft 365. From case management to training, our mission is to make legal operations smarter, leaner, and built to last.

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