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Industry · Legal

Privileged. Compliant. Productive.

Mid-market law firms need GenAI that respects privilege, ethical walls, and The Florida Bar's verification duty — not ChatGPT in the open. We deploy Microsoft 365 Copilot and Microsoft Foundry agents inside your tenant, governed by Purview and Entra, audit-ready by default.
StackM365 CopilotMicrosoft FoundryMicrosoft Agent FrameworkPurview DLPEntra Conditional Access
The reality

What 2025–2026 looks like for FL law firms.

Clients now expect agentic workflows. The Bar expects verification. Your billable model expects you to find the time.
  • Contract review and redline cycles consuming partner-level hours
  • Deposition and transcript summarization on tight discovery deadlines
  • eDiscovery triage across millions of documents per matter
  • Client intake and conflict-check delays losing engagements
  • Billable-hour reconstruction across calendar, email, and matter systems
  • Florida Bar AI competence and verification duty (Aug 2025 guidance)
How we help

Six agent patterns for legal practice.

Contract review agents

Multi-agent first-pass redline, clause extraction, and risk-flagging — drafted in your firm's voice and routed to the assigning partner with full audit trail.

Matter intake & conflict checks

Conversational intake agents that capture matter context, run conflict checks against your DMS, and draft engagement letters before the partner picks up the phone.

Deposition & eDiscovery triage

Multi-stage agents that summarize deposition transcripts, surface key admissions, and prioritize eDiscovery review queues — calibrated to your matter strategy.

Billable-hour reconstruction

M365 Copilot tuned to your timekeeping policy reconstructs billable narratives from calendar, email, and document activity. Recovers the 45 minutes/day every attorney loses to time entry.

Knowledge & precedent agents

Agents over your DMS, brief bank, and prior matters — ground partner queries in firm precedent, not the open web.

Privilege & ethical walls

Microsoft Purview sensitivity labels, Entra Conditional Access, and Copilot DLP enforce privilege and ethical-wall boundaries that ChatGPT-style tools can't.

Outcomes

What firms see in the first 90 days.

Directional benchmarks from mid-market deployments.
  • $4,500–$7,500/mo recovered billable per attorney (45 min/day saved)
  • 80% reduction in first-pass contract review hours
  • 70% faster matter intake and conflict resolution
  • 100% audit-traceable AI interactions across privileged matters
  • Florida Bar AI verification duty satisfied by design
  • Adoption that sticks — 60-90 day measured baseline + retention
Why Microsoft for legal

Built on the stack you already trust.

90%+ of law firms run Microsoft 365. Copilot + Foundry agents extend what your attorneys already use — Word, Outlook, Teams, SharePoint — with privilege controls that consumer AI tools fundamentally cannot match. With Harvey + M365 Copilot integrating in Q2 2026, your Copilot investment compounds.
FAQ

Common managing-partner questions.

Is this OK with The Florida Bar's AI guidance?
Yes. Our deployments meet The Florida Bar's competence and verification duty by design — every AI output is routed to a licensed attorney for review, with full audit logs. We help your firm document the supervision policy that the Bar expects.
Why Microsoft Copilot over Harvey or ChatGPT Enterprise?
90%+ of law firms already run M365. Building on Copilot avoids the 'second AI stack' tax of Harvey-only deployments — and the privilege/DLP problems of ChatGPT Enterprise. With Harvey + M365 Copilot integrating in Q2 2026, your investment in Copilot adoption now compounds. We deploy both when it's the right answer.
What about privilege and ethical walls?
Microsoft Purview sensitivity labels, Entra Conditional Access, and Copilot DLP enforce privilege boundaries that consumer AI cannot. We design ethical walls into the agent architecture itself — every tool call respects matter-side restrictions. Your privilege log writes itself.
How does this work for solo and small firms?
M365 Business Premium + Copilot makes this feasible from 5 attorneys up. We have a 3-week Copilot Readiness Sprint sized for boutique and mid-market firms — see /sprints/copilot-readiness.
Will it integrate with our practice management system?
Yes. We integrate via MCP and standard APIs with NetDocuments, iManage, Clio, MyCase, PracticePanther, and others. We don't replace your DMS — we make it agent-friendly.

Ready to give your attorneys 45 minutes back per day?

A discovery brief is enough to scope the highest-leverage workflow for your firm — and confirm whether Copilot, Foundry agents, or both is the right starting point.