The value of artificial intelligence integrated with legal and Microsoft 365 tools

CoCounsel and Copilot combine to help drivetransformational change in legal Legal AI assistants promise to help legal professionals dotheir jobs more quickly and accurately. They can streamlinelegal workflows, enhance decision-making, and handle time-consuming, low-skill tasks. They can best do that when they “This technologyhas the potential torevolutionize the waylawyers practice,”according to DarthVaughn, managing An AI assistant is an AI system that helps legal professionals reliably delegate simple andcomplex tasks. CoCounsel — the virtual assistant from Thomson Reuters®— handles avariety of legal tasks in a single, user-friendly interface. With CoCounsel as your virtual •Find relevant documents within alarge database•Condense long, complex documentsinto succinct summaries •Prepare for a deposition•Search a database•Review documents•Extract contract data•Monitor contract policy compliance “This technology has the potential to revolutionize the way lawyers practice,” according toDarth Vaughn, managing director of Legal Operations and Litigation Counsel for Ford Motor Integrated with tools you already use Thomson Reuters CoCounsel is the only GenAI legal assistant at your side everywhereyou work, from DMS to Microsoft 365 to legal research. CoCounsel consolidates tasksacross platforms into efficient, end-to-end workflows, then applies the power of itsindustry-leading GenAI legal skills to complete them more quickly, thoroughly, andaccurately than ever possible. Trained on Westlaw and Practical Law — the largest andmost trusted collection of primary and secondary sources — CoCounsel reliably amplifies At the Microsoft Build conference in 2024, theThomson Reuters team demonstratedhow a legal department and its outside law firm used CoCounsel and Copilot to respondto new regulations aimed at addressing forced labor in supply chains. In the scenario, A legal professional who wants to track changes to laws and regulations could take the “CoCounsel seemsto offer significantadvantages due toits integration withall our Microsoft365 systems. Thisconnection allowsfor more efficientworkflows withinfamiliar applications. •Identify relevant changes:Set up alerts for specific topics, jurisdictions, or industries inWestlaw Precision. Then use Copilot to set up folders in Outlook to manage the alerts •Analyze the impact of the changes:Use CoCounsel Drafting to prepare impactassessments and store your updates in HighQ, where they can be linked to specific •Update internal policies and documentation:CoCounsel Drafting can incorporatechanges into internal policies and compliance manuals, and you can use HighQ and •Communicate changes to the organization:HighQ’s automated workflows candistribute policies within the tool. If you use Outlook to communicate changes, Copilotcan help you draft clear messages explaining the policies. You can use Copilot in •Monitoring compliance and follow-up:Legal Tracker and HighQ enable you tomanage outside legal costs, generate dashboards, and automate workflows to trackimplementation of regulatory changes. Copilot in Teams can help you set up regular •Review and audit updates:Use Westlaw Precision to ensure all identified regulatorychanges have been addressed properly and HighQ to ensure all compliance tasksare complete. Then create end-to-end presentations in PowerPoint with Copilot to Data and insights move seamlessly between applications, so you can keep movingforward in a project rather than making the same updates in multiple places. And workingthrough these tasks quickly will change the way legal professionals think about time Copilot and CoCounsel: Better together Given how easy it is to access Copilot within Microsoft applications, it’s tempting to thinkit can serve as your one and only AI assistant. While Copilot is a powerful general-use AIsystem, it lacks the specialized legal knowledge of CoCounsel. Together, though, the two As one legal professional told us, “CoCounsel seems to offer significant advantages due toits integration with all our Microsoft 365 systems. This connection allows for more efficientworkflows within familiar applications. Additionally, CoCounsel provides access to complexlegal information and specialized legal content, making it valuable for our firm’s needs. I The partnership between CoCounsel and Copilot was announced last year, with an initialrelease and several updates. In 2025, Thomson Reuters will deliver tighter and stronger All development is built on a platform committed to security and reliability. CoCounselis trusted by more than 1,400 corporate law departments, law firms, and governmentorganizations. The system prioritizes security with NIST Cybersecurity & ISO 27001standards, SOC 2 compliance, private servers, and zero data retention. In effect, the system “When I was a juniorassociate doingM&A contract duediligence, I rememberspending so much Why use a legal AI assistant? A legalAI assistantprovides immediate time savi