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  3. How-To Guide: Microsoft 365 Copilot for Legal Administrative Work
1
of 4— Verify Copilot is activated on your account

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