Tailored for Law Firms’ Unique Needs
Unlike generic AI tools, Copilot within legal360 is designed specifically for law firms—built on Microsoft Dynamics 365 and extended for the legal industry. Key capabilities include:
AI-Powered Legal CRM: How Microsoft Copilot is Reshaping Law Firm Efficiency
The legal industry has always been built on precision, insight, and relationships. But today, firms are under immense pressure to do more with less—fewer administrative resources, growing client demands, and an overwhelming amount of data to manage.
That’s where Microsoft Copilot, integrated into legal360, is making a difference. In our recent webinar, we explored how Copilot is transforming legal marketing, business development, and client relationship management.
Missed the webinar? Watch the on-demand recording.
What is Microsoft Copilot, and Why Does It Matter for Law Firms?
Microsoft Copilot is more than just another AI tool—it’s an AI-powered assistant designed to work alongside you, enhancing productivity and delivering deeper insights.
✔️ Summarize client and matter data instantly
✔️ Automate research, content drafting, and analysis
✔️ Surface hidden opportunities in your client network
✔️ Securely integrate with your firm’s data ecosystem
“Copilot isn’t here to replace people, but people who use AI will replace those who don’t—because it makes teams more efficient, strategic, and proactive.”
Legal-Specific AI
- 1
AI-Powered Relationship Intelligence
Identifies the strongest relationships across your firm, even when contacts aren’t in Outlook.
- 2
Automated Proposal & RFP Support
Uses past responses and AI-generated content to draft winning proposals faster.
- 3
Marketing & Business Development Insights
Quickly identifies contacts engaging with events, thought leadership, and past communications.
- 4
Client & Matter Intelligence
Provides instant summaries of clients, opportunities, and past interactions, saving hours of research time.
Debunking the Myths: AI, Security, and Billable Hours
Many firms are hesitant about AI adoption. During the webinar, we tackled some of the biggest misconceptions:
“AI will compromise our firm’s sensitive data.”
Reality: Copilot runs securely within your Microsoft tenant, adhering to your firm’s security roles, permissions, and ethical walls.
“AI will reduce billable hours and hurt our revenue.”
Reality: AI doesn’t eliminate billable hours—it frees up time for higher-value work. Less admin time means more time with clients, deeper case strategy, and better business development efforts.
How Firms Can Get Started with Copilot in legal360
“The firms winning in 2025 are planning today,” Gregory emphasized. “Copilot is no longer optional—it’s a necessity for law firms looking to stay competitive.”
Whether your firm is just starting its AI journey or already using Copilot, there’s a roadmap for success:
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Use Built-In Copilot Capabilities
legal360 includes out-of-the-box copilots for relationship insights, opportunity tracking, and client summaries.
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Customize AI for Your Firm
Firms can develop practice-specific Copilots for private clients, trust & estates, and more.
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Integrate Firm-Wide AI Strategies
AI isn’t just for BD teams—Copilot can streamline legal operations across the entire firm.
See Copilot in Action for Your Firm
Want to see what Copilot can do for your firm? Watch the on-demand webinar or schedule a personalized demo.
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