In December 2023 LawToolBox was the 1st legal app approved as “works with Copilot”, and the 6th overall app approved as “works with Copilot”. Copilot for Microsoft 365 went GA in January 2024.
1. General business-use prompts from the Copilot Lab
- Summarize my flagged emails from today [or last week]
- Help me prepare for my next meeting.
- What decisions were made at the meeting, and what were the suggested next steps?
- “Draft a response to this email thread with a professional tone that conveys the following points…
- Write an article on the importance of creating work/life balance.
- Change text format of all titles to 24pt Arial
- Brainstorm strategies my team can use to increase user engagement with my product.
- Summarize this page as an email.
- Suggest inexpensive ways to optimize website for organic search without using social media?
- What has [Jean Contoso] been working on?
- What is on [Jean Contoso’s] calendar next week?
- What does [Jean Contoso] do for the company?
- I’m looking for a synonym to describe [describe a similar word or context]
- Can you find emails to me from [Jean Contoso] regarding [describe]?
2. Use Cases for Copilot SPECIFIC to legal
Legal professionals can use Copilot to review contracts, look for certain types of provisions, identify missing terms, provide guidance on negotiations, look for specific compliance requirements, and summarize the main points of the contract. Copilot can also be used in Microsoft Teams to suggest useful prompts or allow you to ask your own questions, such as “What are the highlights from this chat for the past 7 days” or “create a summary of the key points of this meeting.” Other legal-specific prompts might include:
- Draft a contract for a new business partnership
- Draft a Bill of Sale for a car
- Summarize the key points of this legal document
- Research and summarize the latest case law on this topic
- Create a checklist for conducting due diligence on a potential acquisition
- Draft a response to this Legal complaint
- generate a list of potential legal risks for this new project
- Create a template for a nondisclosure agreement
- summarize the key provisions of this new regulation
- summarize the key points of this deposition
- Summarize the work i did today
If you aren’t sure how to use Copilot – just ask Copilot!
3-LawToolBox for Copilot
- What is the status of my [XYZ] matter
- What are my LawToolBox matters?
- What LawToolBox matters is [Jean Contoso] working on?
- What matters am I working on with [Jean Contoso]
- Which matters in LawToolBox are both [Jean Contoso] and [James Stern] working on?
- What are my upcoming deadlines in LawToolBox for the next 2 weeks?
- Find LawToolBox matters created on [date]
- Find LawToolBox matters modified after [date]
- From LawToolBox deadlines or tasks can you suggest something for me to work on next?
- Summarize my emails, chats and files and calendar for the [XYZ] matter
- Give me the status of my [XYZ] matter in LawToolBox
- What are the deadlines in the [XYZ] matter in LawToolBox
4-Questions that work because LawToolBox builds your M365 environment
Because LawToolBox creates the SharePoint and Microsoft Teams sites, and creates Team calendar and Outlook entries, Copilot can pick up a lot of extra information with LawToolBox generated matters:
- Find all the files in LawToolBox
- Give me the status of my [XYZ] matter in LawToolBox
What are the deadlines in the [XYZ] matter in LawToolBox
- Can you send me a summary of the emails in the [XYZ] matter from this week?
- Can you summarize all the info in the [XYZ] Microsoft Team including emails, calendar items, chats, and documents?
- Can you send me a summary of my last meeting with Carol?
- When is the discovery cutoff date in my [XYZ] matter in LawToolBox
- Find the LawToolBox matters modified after 2/2/2024
- From LawToolBox deadlines or tasks can you suggest something for me to work on next?
- What are my recent activities in [XYZ] matter
- Can you summarize the work I did today in the [XYZ] matter?
Even though these queries sometimes work and return valuable information, these queries don’t specially leverage the LawToolBox messaging extensions.
5 – What to check when Copilot isn’t working properly
Sometimes Copilot is finicky, and in order to get proper responses you need to type “new chat” in copilot (this obviously has nothing to do with LawToolBox). Also, you need to be sure you are logged into the LawToolBox app. Also, you need to be sure the LawToolBox plugin is activated in the M365 1:1 chat.
