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Copilot Review: Artificial Intelligence for Lawyers

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Lawyerist Rating for Copilot


Rating Breakdown

Our Rating: 4.4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.


Product Details

  • Web
  • Windows

Core Features

For Artificial Intelligence, the following are essential features, and you should therefore expect to see a check in every box in this section.


Product Security

Most AI products are built in such a way that they are inherently insecure. If this box is checked, the product or application claims to keep data secure and away from the prying eyes of the public. Although users should not put client information into these platforms, typically sensitive company information is safe.

Client Confidentiality

While some products are secure enough for your own data, others go the extra step of making sure no third party (even themselves) have access to any of the data in your AI product. In these cases, the provider claims that your data is secure enough to maintain your client's Attorney/Client privilege.

Marketing Tasks

Can this product be used for basic marketing tasks like blog creation, social media videos, or website images?

Documentation Assistance

Can this product be used to help document how to do something, whether internal or external facing?

Non-legal Research

Is this product helpful with basic, non-legal research?

Legal Research

Although answers from any large language model tool should be double checked by an appropriate expert, some products claim to be trained on legal specific information. In these cases, it may be reasonable to trust them with legal specific questions or research. Keep in mind, however, that your professional rules likely require you to check their work.

Basic Drafting

Will this product assist in basic drafting of non-legal specific documents (e.g. email, invoices, job descriptions)?

Legal Specific Drafting

Can this product be useful in handling legal specific drafting?

Contract Management

Can this product be used to create and manage contracts?

Additional Details about Copilot

Built into the Apps You Know

One of the best aspects of Copilot, and likely one of its biggest strengths in the market is that can be easily and seamlessly embedded in your most-used apps…for a price. Since this is a Microsoft tool, users can access Copilot features quickly via pop-ups or side panes in programs like Word, Outlook, Excel, and PowerPoint. For example, Copilot offers to help draft documents in Word, phrase emails in Outlook, build formulas in Excel, and turn Word documents into PowerPoint slide decks. See Microsoft’s growing list of app-based Copilot features here.

Securely Use Your Data for Your Benefit

When thinking of AI security, we face several permutations of a single question: What will the AI do with the information I provide. Beneath that enormous umbrella question, we find a couple of sub-questions. First, what does a given AI do with any prompt (i.e., question) I ask it. Second, can I responsibly give an AI access to confidential information.
Copilot handles these questions well, particularly if your firm is “all in” on Microsoft 365. The paid versions of Copilot take privacy and security seriously. For the full details, read Microsoft’s extensive article on “Data, Privacy, and Security for Microsoft Copilot for Microsoft 365.” But, fundamentally, Microsoft states clearly, “Prompts, responses, and data accessed through Microsoft Graph aren’t used to train foundation LLMs, including those used by Microsoft Copilot for Microsoft 365.”

Microsoft’s mention of “Graph” is key. Although not widely known, Graph is Microsoft’s term for “your context and content (emails, files, meetings, chats, calendars, and contacts).” It’s the information and documents your firm stores with Microsoft. Copilot’s access to that data means that its results, particularly for document and email drafting, sound like your firm. AI-generated documents are more likely to match what you’d normally write, as opposed to reading merely like a response culled and compiled from the public internet. The more information you store in the Microsoft orbit, the better Copilot gets at helping you.”

Who Copilot is for

Copilot is a powerful tool for firms subscribed to Microsoft 365, who are willing to pay $20/user/month to give firm members access. Additionally, Copilot’s reliance on your firm’s data as source material means any of its “writings” are more likely to read like the firm’s “voice” and deliver advice the firm would recommend.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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