Microsoft 365 Copilot for Legal Administrative Work

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

Draft a document from an outline:

1. Open a new Word document
2. Click Copilot → Draft with Copilot
3. Type: "Draft a formal engagement letter for an estate planning matter. Include: scope of representation (will, power of attorney, healthcare directive), hourly fee structure, retainer amount, billing frequency, client responsibilities, and termination clause."
4. Copilot drafts the full document — attorney reviews and customizes all specific terms

Reformat an existing document:

1. Open the document
2. Click Copilot → type: "Reformat this document to meet these specifications: 12pt Times New Roman, 1-inch margins, double-spaced, page numbers bottom center."
3. Copilot applies formatting throughout

Summarize a long document:

1. Open a lengthy contract or brief
2. Click Copilot → "Summarize this document in 5 bullet points. Focus on key obligations, deadlines, and action items."
3. Use the summary to brief the attorney before a client call

Summarize a thread:

1. Open any email thread in Outlook
2. Click Copilot → Summarize
3. Copilot produces a 3–5 sentence summary of the thread: who said what, what's agreed, what's pending

Draft a scheduling email:

1. Open a new email in Outlook
2. Click Copilot → Draft with Copilot
3. Type: "Write a scheduling email to opposing counsel requesting 3 date options for a deposition next month. Reference our previous call. Formal legal tone."
4. Review and add specific names, dates, and case information

Coach mode for tone:

1. Draft an email manually
2. Click Copilot → Coaching by Copilot
3. Copilot analyzes the tone and suggests improvements: "The opening is direct but could be warmer" or "The request in paragraph 2 is unclear — consider rewording to: [suggestion]"

Enable transcription for attorney calls:

1. During a Teams call, click More → Record and transcribe (with all participants' consent)
2. After the call ends, go to the Teams chat for that meeting → find the transcript

Generate action items from a meeting:

1. After a Teams call, open the meeting recap
2. Click Copilot → "List all action items from this meeting with who is responsible for each."
3. Copilot reads the transcript and produces a task list — you add these to Clio or your task manager