Navigating the AI styles: A journey with Microsoft Copilot

Event write up by Rob Simcock, DEG member

“Manage your users’ expectations” was my takeaway from the Microsoft Copilot webinar ‘Navigating the AI Skies’ held by Document Excellence Group on 18 June.

Focusing on the licensed (expensive) offering that sits embedded within your Office 365 environment, it can crawl your systems and DMS (IF your DMS sits within a Microsoft environment). It’s not the ‘open to all on the internet’ web version, and is secure, which has obvious benefits to law firms.

The presentation was given by Reanna Martinez from Munger, Tolles & Olson LLP, Richard MacDougall from Cleary Gottlieb Steen & Hamilton LLP, and Heather Morrow from Loeb & Loeb LLP who outlined the benefits, the downsides, and some useful tips on how to use it most effectively.

I found it interesting to hear about current use cases for it in a real-world setting from those who are actually using it in law firms!

➕ What’s it good at right now? Mainly summarising, drafting, and with the right prompts can deliver what you need – BUT it’s not a legal drafting tool for clauses (yet).  Whilst easy to use, there’s a learning curve required as with any tool.  Summarising Teams meetings for instance seems to be a big plus, emailing action items to attendees.

➖ What’s not so good? One of the biggest issues – price. It’s expensive to roll out firm-wide and possibly at this stage unnecessary to do so. You also HAVE to be on the Microsoft monthly channel update program which doesn’t suit all firms.

With time it could become an incredibly powerful tool which saves users time and makes them more productive.   It’s developing at pace – we will watch with interest!

I listened to the recording as couldn’t make the livestream, and would recommend a listen if you have time:


Rob Simcock

Rob Simcock

Rob Simcock

About Rob

Rob has spent more than 30 years in the managed print industry, working predominantly with the legal sector. Through this time he has seen the industry strive to find more sustainable and economical ways of working.  Rob initiated the conversation that brought Kutana and Brochet together, and has a deep knowledge of the legal market and the software and tools available to the community.