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View downloadsLegal scenario: Quicker contract review (Copilot Studio)
Download scenario guideAvailable with: Copilot for Microsoft 365 (with Copilot Studio plug-ins) Scenario level:
KPIs impacted
Advisory services
Transactional processes
Value benefit
Revenue growth
Employee experience
Using Copilot to quicker contract review (Copilot Studio)
1. Summarize email conversation
Aks Copilot to summarize an email thread about a memorandum of understanding (MOU) Use the references to jump to the email to gain more context.
Copilot2
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 contact to submit to the legal review platform.
Copilot in Outlook
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 summarize key contract terms and note any items related to disputes in the Legal system. Use the links to get additional details and speed the review
Copilot2
Copilot in Word
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 also include areas addressed in one agreement and not the other.
Copilot in Word
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 on the meeting and then ask Copilot in Teams to create a meeting report with a list of all of the contract updates required.
Copilot in Teams
Create a set of formal meeting minutes for client records in a format that you specify with thing 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
Prepare for a customer 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 Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”
