Legal scenario: Quicker contract review (Copilot Studio)
Available with: Copilot for Microsoft 365 and Copilot Studio Scenario level:
KPIs impacted
Advisory services
Transactional processes
Value benefit
Revenue growth
Employee experience
Using Copilot Studio for quicker contract review
1. Summarize email conversation
Ask Copilot to summarize an email thread about a memorandum of understanding (MOU). Use the references to jump to the email to gain more context.
Business Chat2
Benefit: Save time reviewing long email threads to pull out the essential information
2. Ask for contract submission
Ask Copilot in Outlook to respond to the email with a few suggestions for updates to the MOU and then ask the contact to submit the MOU to the legal review platform.
Copilot in Outlook
Benefit: Copilot will draft a professional email with the necessary details including links to the legal review platform for submissions from only a few bullet points.
3. Review the contract
Ask for specific details from a complex contract document such as the duration or payment terms. Then use a Copilot Studio agent to note any items related to disputes in the Legal system.
Copilot Studio Agent
Benefit: Speed a contract review by asking Copilot to search for the information you need and then jumping right to the specific areas needing further review.
4. Compare two agreements
Ask Copilot in Word to compare two agreements and list the results in a table and include areas addressed in one agreement and not the other.
Copilot in Word
Benefit: Copilot can compare key legal positions even if you don’t provide specific areas and lay out differences and potential missing provisions.
5. Catch up on review meeting
Use the Recap to understand the key items discussed in the meeting and then ask Copilot in Teams to create a meeting report with a list of all contract updates required.
Copilot in Teams
Benefit: Create a set of formal meeting minutes for client records in a format that you specify with items such as an attendance list, action items, disagreements, and key points.
6. Create briefing notes
Ask Copilot in Teams to create a brief for the legal counsel to use when meeting with the customer to finalize the contract.
Copilot in Teams
Benefit: Prepare for a client meeting by asking Copilot to summarize existing relationships and recent interactions.
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.
