By Julie Bays, Management Assistance Program Director

The Microsoft 365 Copilot app provides a comprehensive set of productivity tools intended to help lawyers handle their daily tasks with increased efficiency. By integrating features such as document scanning, automated text extraction, and dictation, the app centralizes key functions within a single platform. Legal professionals can digitize and organize paperwork, create and edit various document types, and streamline administrative processes that typically require considerable time. Whether working from an office, in court, or remotely, the app’s capabilities assist lawyers in maintaining organization, responding to clients efficiently, and focusing on substantive legal work.

Key features include:

• Scan – Convert physical documents into high-quality, searchable PDFs for rapid sharing and archiving.
• Extract – Use integrated OCR to pull editable text from contracts, evidence, or correspondence, reducing manual data entry.
• Dictate – Capture ideas, meeting summaries, or client updates on the go, ensuring important details are recorded.
• Document – Create Word, Excel, PowerPoint, or PDF files directly from the app for drafting agreements, compiling data, or preparing presentations.

All files are automatically saved to OneDrive or SharePoint, providing secure, organized storage with the option for real-time collaboration. This integration allows lawyers to access documents from any location and work seamlessly with colleagues or clients.

The app helps solo practitioners and small firms by streamlining administration, enabling quicker responses, and expanding services. Lawyers save time on routine work and can focus more on substantive tasks and client needs.

The Microsoft 365 Copilot app is readily available for download from your device’s app store or directly through Microsoft’s official website.