P
AI for Legal Secretary
1
of 4

What you'll accomplish

By the end of this guide, you'll be using Microsoft 365 Copilot across Word, Outlook, and Teams to draft legal documents, summarize meetings, and manage attorney scheduling — the core administrative workflows of a legal secretary — in a single integrated AI toolset.

What you'll need

  • Microsoft 365 with Copilot license (requires M365 Business Standard or higher + Copilot add-on — confirm with your IT administrator or office manager)
  • Existing Microsoft 365 account (Outlook + Word + Teams already set up)
  • Time needed: 15 minutes to learn the interface; immediate productivity gains from day one
  • Cost: Microsoft 365 Copilot add-on (~$30/user/month as of early 2026 — check current pricing)

How-To Guide: Microsoft 365 Copilot for Legal Administrative Work

Step 1: Verify Copilot is activated on your account

  1. Open Microsoft Word → look for the Copilot button in the Home ribbon (right side)
  2. Open Outlook → look for the Copilot icon in the email compose toolbar
  3. If you don't see Copilot, contact your IT administrator to confirm the license is assigned to your account