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Doherty Associates Improves Legal Workflows with Microsoft 365 Copilot

Doherty Associates, serving legal firms in the UK and US, addressed challenges in managing legal workloads, document search, and drafting efficiency by implementing Microsoft 365 Copilot along with Copilot Studio and Power Automate. Their solution features intelligent cross-platform legal document search, automated case law summarization, contract and email drafting using firm templates, and semi-automated approval workflows integrated within Teams and other business apps. This approach improves productivity, speeds legal research, and enhances client communication while ensuring security and compliance.

Organization
Doherty Associates
Industry
Legal
Published
April 2024

Reported outcomes

Strategic outcomes

Speed & agilityImproved legal research and document workflowsCustomer experience & trustFaster client communicationsRisk & complianceSecurely automated legal workflows

Primary read

Use case focus

Showing 3 of 3

  • 1Legal Document Automation
  • 2AI-assisted Legal Research
  • 3Workflow Automation in Legal Services
  • Legal firms struggled with workload management and inefficient search
  • Time-consuming drafting of legal documents
  • Need to automate repetitive workflows securely
  • Implemented Microsoft 365 Copilot with Copilot Studio and Power Automate
  • Automated summarization of legal documents and case law
  • Semi-automated approval workflows integrated with Teams and business applications
  • Utilized firm-specific templates for contract and email drafting
  • Improved productivity in legal research and document management
  • Faster client communications
  • Measurable time and resource savings for legal professionals
Sources & evidence1
Live sourceStill referenced

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  • Cited source last checked Jun 1, 2026 — ok (0/1 broken).

Measures whether this deployment's public evidence persists — not whether the system is still in production.

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