By Madeleine Graham, Product Lead, Protégé for Copilot and Teams, LexisNexis Legal & Professional What Is Microsoft 365 Copilot for Legal Professionals? Microsoft 365 Copilot is reshaping...
Transactional drafting moves fast—and every clause carries risk. Attorneys spend hours hunting for precedent, pressure-testing language, and cleaning up documents before negotiations even begin....
Litigation moves on strict deadlines—and every filing must withstand judicial scrutiny. Despite deep institutional knowledge, teams often spend critical time surfacing prior briefs and pleadings...
Litigation data analytics have become table stakes in modern lawsuits, with roughly seven in ten legal professionals at law firms of various sizes saying their clients expect them to use analytics in their...
See Case Potential at a Glance Put away the guesswork— Lexis® Verdict & Settlement Analyzer helps legal professionals assess case potential with confidence by using data-driven insights...
* The views expressed in externally authored materials linked or published on this site do not necessarily reflect the views of LexisNexis Legal & Professional.
By Madeleine Graham, Product Lead, Protégé for Copilot and Teams, LexisNexis Legal & Professional
Microsoft 365 Copilot is reshaping how legal professionals work by embedding AI into the tools they already use every day. Across Microsoft 365 applications, Copilot can help teams summarize information, generate first drafts, organize notes, and streamline collaboration.
For legal professionals, that means less time spent on repetitive administrative work and more time focused on analysis, judgment, and client service. Whether reviewing discussion threads, organizing notes, or developing work product, Microsoft 365 Copilot helps accelerate everyday tasks inside a familiar environment.
For many law firms and corporate legal departments, Microsoft 365 is the center of daily work. Bringing AI into that workspace helps legal teams improve productivity without forcing major workflow changes.
Microsoft 365 Copilot improves productivity across everyday tasks, but legal work requires more than general-purpose AI. Legal professionals need answers grounded in authoritative legal sources, reasoning informed by legal context, and results they can trust.
LexisNexis Protégé™ brings that legal intelligence into Microsoft 365 through a custom agent in Copilot. It helps legal professionals work within familiar Microsoft applications while drawing on trusted LexisNexis® sources and, where available, organizational knowledge.
Together, Microsoft 365 Copilot and LexisNexis Protégé™ (US) enable legal professionals to enable legal professionals to:
By default, the Protégé custom agent grounds responses in LexisNexis sources, including case law, codes, rules and constitutions, agency decisions, Practical Guidance, and treatises. Supporting content and linked citations help legal professionals evaluate results with greater confidence. Where configured, teams can also draw on organization-specific clauses or saved document Vaults for more tailored support.
Across Microsoft 365, legal professionals can use the same Protégé agent experience to ask legal questions, generate drafts, and summarize cases within the tools where work is already happening.
This helps legal teams move faster while maintaining the rigor, traceability, and confidence legal work demands.
Write, Draft, and Refine Legal Work in Word
Word is central to legal work. With the Protégé agent in Word through Microsoft 365 Copilot, legal professionals can get support where much of their drafting and revision already happens. Within Word, Protégé helps legal professionals:
This helps legal professionals move from research and analysis into drafting without breaking their workflow.
For more extensive drafting of full legal documents—including litigation motions, briefs, and arguments, as well as transactional agreements and contracts—legal professionals can use Lexis® Create+.
Build Clearer Legal Presentations in PowerPoint
PowerPoint is often used for internal briefings, stakeholder presentations, training materials, and executive updates. Within that workflow, Protégé can help legal professionals:
By extending legal AI into PowerPoint, Protégé helps teams create presentation materials more efficiently without stepping outside Microsoft 365.
Analyze Legal and Business Information in Excel
Excel is frequently used to manage structured information, compare terms, track issues, and support analysis across legal and business matters. Within Excel, Protégé can help users:
This expands the reach of legal AI into a tool many teams already use for organizing and analyzing matter-related information.
Collaborate on Legal Work More Effectively in Microsoft Teams
Legal work depends on fast coordination across attorneys, paralegals, and business stakeholders. Within Microsoft Teams, Protégé helps users:
This makes Teams a stronger workspace for legal collaboration, especially when professionals need quick, trusted answers while matters are moving.
Organize Legal Notes and Research in OneNote
OneNote plays an important role in capturing research, organizing matter notes, and keeping track of key takeaways across active workstreams. With Protégé, legal professionals can:
This helps legal teams turn scattered notes into more usable, actionable information.
Get Grounded Legal Answers Inside Microsoft 365 Copilot
Legal professionals move constantly between research, drafting, strategy, and communication. Within Microsoft 365 Copilot, the Protégé custom agent supports work such as:
This creates a more unified AI experience for legal professionals inside Microsoft 365.
Getting Fast Answers to Legal Questions
Attorneys can ask substantive legal questions inside Microsoft 365 and receive responses grounded in trusted legal sources, helping them move faster without leaving their workflow.
Supporting Draft Development
Protégé can help legal professionals develop clauses, arguments, summaries, and related work product with legal context built into the experience.
Collaborating Across Legal Teams
Legal teams can use Copilot in Teams to coordinate work while consulting relevant legal insight on the side that supports faster, more informed decisions.
Extending Legal AI Across Everyday Work
By working with Copilot across apps such as Teams, Word, PowerPoint, Excel, and OneNote Protégé helps bring legal intelligence into more of the places where work already happens.
Microsoft 365 Copilot improves productivity across daily tasks. In legal environments, where authority and accuracy matter, pairing it with legal AI strengthens the value of those workflows.
By combining:
legal professionals can work more efficiently while grounding their work in trusted legal sources.
This approach helps organizations get more value from Microsoft 365 while improving the depth, relevance, and reliability of AI-assisted legal work.
The Protégé custom agent in Microsoft 365 Copilot is available to LexisNexis customers based on their underlying subscription. Contact your LexisNexis representative.
Legal professionals increasingly rely on Microsoft 365 for collaboration, analysis, communication, and work product creation. LexisNexis Protégé extends those workflows with legal AI built for real-world practice.
Through its custom agent experience in Microsoft 365 Copilot, Protégé helps legal teams bring trusted legal intelligence into the tools they already use across the workday.
Can Microsoft Copilot perform legal research?
Microsoft Copilot supports general productivity tasks such as summarization, drafting assistance, and organization. For legal research and grounded legal answers, legal professionals benefit from dedicated legal AI solutions like LexisNexis Protégé.
How does LexisNexis Protégé integrate with Microsoft 365?
LexisNexis Protégé integrates into Microsoft 365 through a custom agent in Copilot, supporting legal workflows in applications such as Word, PowerPoint, Excel, Teams, and OneNote.
Does Protégé work in Word and Outlook?
Protégé is available in Word through Microsoft 365 Copilot as a custom agent, where legal professionals can ask legal questions, get grounded drafting support, and continue work within the same agent experience used across Microsoft 365 apps. In Word, that makes Protégé especially useful for legal analysis, lighter drafting, and maintaining continuity as users move across tasks.
For more extensive drafting of full legal documents in Word and for Outlook-based drafting workflows, Lexis Create+ provides a more extensive drafting experience grounded in LexisNexis content and organizational documents.
What is the difference between Protégé and Lexis Create+ in Microsoft 365?
Protégé is the broader legal AI custom agent experience in Microsoft 365 Copilot, designed to bring legal intelligence across subscribed content, integrations, and workflows. Lexis Create+ is specifically focused on in-depth legal drafting workflows.
What’s the benefit of using legal AI alongside Microsoft Copilot?
Copilot improves efficiency across general tasks, while legal AI through the Protégé agent adds domain-specific intelligence. Together, they help legal professionals work faster with more relevant, reliable, and legally grounded output.
Is Microsoft 365 Copilot secure for legal professionals?
Microsoft 365 and LexisNexis provide enterprise-grade security, compliance, and administrative controls. For further information about Microsoft’s privacy and security policies, contact Microsoft. Information on the LexisNexis privacy and security posture can be found at trust.lexisnexis.com.
Further Reading