Legal scenario: Legal strategy development​

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Available with: Microsoft 365 Copilot | Copilot Studio Scenario level:
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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 Studio agent is used to add information from your company’s cases, by connecting to your system of record.

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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.

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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.

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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.

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Copilot in PowerPoint

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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.

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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 company-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.