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View downloadsFinance scenario: Contract review
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Reduce spend
Risk management
Value benefit
Cost savings
Employee experience
Using Copilot to contract review
1. Find the asks in your emails
Use Copilot to catch up on emails regarding the latest Contoso deal to prepare for a consultation with an internal deal stakeholder.
Copilot2
Catch me up on the emails about the Contoso deals. Summarize the latest requests.
2. Recap a meeting
Catch up on the last meeting with the stakeholder using Copilot in Teams to ensure clarity on their latest requests.
Copilot in Teams
Summarize this meeting and provide the key points and action items.
3. Summarize the contract
Review the new contract with Copilot in Word, extracting key insights, tender documents, and amendments for the deal and associated revenue impacting terms/conditions.
Copilot in Word
Ask Copilot a series of prompts: “What is the commitment and monthly fee?”, “What are the T&Cs for invoicing?”, “What is the license term?”
4. Collaborate with team
Solicit input with Copilot in Loop and finalize with team on the technical accounting guidance for the draft customer agreement.
Copilot in Loop
Generate a space for team members to dynamically contribute and ideate on deal structure recommendations. “Create a list
of topics to discuss for a contract review.”
5. Prep for a meeting
Gain alignment with the stakeholders on the recommended accounting guidance, prompting Copilot2 for a meeting agenda.
Copilot2
Create a meeting agenda based on the latest contract review meeting and email with the objective of aligning on the accounting recommendations for the deal.
6. Create an email with response
Reply to the stakeholder using Copilot in Outlook with a concise but thorough summary of the recommended agreement updates.
Copilot in Outlook
“Draft with Copilot” a reply with a bulleted list of the team’s recommendations, associated rationale, and next steps. Tone is Formal and Length is Short.
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”
