Case Study

How a 50-Person Law Firm Put Microsoft 365 Copilot to Work, Safely

Attorneys and staff at a growing law firm were losing time to long email threads, document searches and meeting notes. TCI prepared and secured the firm’s Microsoft 365 environment, then rolled out Microsoft 365 Copilot with clear governance and training, so the firm could use AI without compromising client confidentiality.

Organization: Law firm

Size: About 50 attorneys and staff

Services: Microsoft 365 assessment, Copilot readiness and deployment, AI governance, training

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legal IT services
50
attorneys and staff
Weeks
from deployment to everyday use
Every Role
attorneys, paralegals and admin staff using Copilot

The Challenge

As the firm grew, repetitive administrative work was eating into billable time. The firm wanted to get more from Microsoft 365 and explore AI, while maintaining strict confidentiality.

Administrative Overhead

Reviewing long email threads, summarizing client communications and preparing meeting notes took time away from billable work.

Information Hard to Find

Client information was scattered across Outlook, Teams, SharePoint and OneDrive, making it slow to locate what people needed.

AI Without Guardrails

The firm needed stronger governance before introducing AI tools into confidential legal work.

Security & Adoption Gaps

Growing cybersecurity and compliance requirements, plus limited use of Microsoft 365’s collaboration tools.

TCI Managed AI governance

What TCI Did

A Microsoft 365 modernization and Copilot adoption program designed specifically for legal professionals.

Microsoft 365 Assessment

A complete review of the firm’s Microsoft 365 setup, from licensing to security.

Included: licensing optimization and consolidation, Microsoft Entra ID security review, Microsoft Defender assessment, Conditional Access and MFA validation, and SharePoint and Teams governance recommendations.

Data Prepared for Copilot

Before turning Copilot on, TCI made sure the firm’s data was well organized and that people could only see what they should.

Included: SharePoint library optimization, permissions validation, Teams structure improvements, standardized OneDrive deployment, information governance recommendations, and retention and compliance policy validation.

Copilot Rolled Out

Microsoft 365 Copilot deployed for attorneys, paralegals and administrative staff.

Included: drafting correspondence in Outlook, summarizing email threads, meeting recaps and action items, Word document summaries, research and information discovery, first drafts of client communications, document comparison, and natural-language search across Microsoft 365.

Security & AI Governance

Controls and policies to keep AI use responsible and client information protected.

Included: identity and access controls, data loss prevention recommendations, SharePoint permission reviews, secure Copilot usage policies, and ongoing security monitoring and reporting.

Role-Based Training

Separate sessions for attorneys and support staff, focused on how each role actually works.

Included: effective prompting, ethical and responsible AI use, legal drafting assistance, email and meeting workflows, secure handling of confidential client information, and Teams and SharePoint best practices.

Before & After

Before

  • ✕Hours spent reviewing long email threads and writing meeting notes
  • ✕Client information scattered across Outlook, Teams, SharePoint and OneDrive
  • ✕No clear rules or controls for using AI with confidential data
  • ✕Limited use of Microsoft 365 collaboration tools

After

  • ✓Copilot summarizes email threads, meetings and documents
  • ✓Natural-language search finds information across Microsoft 365
  • ✓Secure, well-governed AI use with clear policies
  • ✓Trained, confident attorneys and staff

The Results

Within weeks of deployment, attorneys and staff were using Microsoft 365 Copilot to streamline daily work and reduce administrative workload.

Faster Communication Review

Faster review of client communications and long email threads.

Less Time Searching

Less time spent hunting for documents and information.

Better Meetings & Teamwork

Improved meeting preparation and follow-up, and better collaboration across practice groups.

More Productive Attorneys

Increased attorney productivity, with more time for client work.

Safer AI Adoption

Controlled, well-governed AI use and a stronger security and compliance posture.

More Value From Microsoft 365

A greater return on the firm’s existing Microsoft 365 investment.

The Business Impact

The firm successfully introduced AI into its daily operations while maintaining the security, confidentiality and governance standards the legal profession requires. Together, Microsoft 365, SharePoint, Teams, Entra ID, Defender and Microsoft 365 Copilot created a modern digital workplace where attorneys spend less time on administrative tasks and more time serving clients.

Planning a Similar Project?

Learn more about our Microsoft 365 Copilot Readiness services, or talk to our team about what’s possible for your organization.

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