Legal document automation

Cactus Life Sciences needed to reduce the manual burden of document-heavy scientific workflows and improve efficiency across scientific writing and project management teams while meeting strict pharmaceutical data security requirements.The company deployed Microsoft 365 Copilot in a phased rollout and built more than 30 custom automation agents using Microsoft's agent builder framework.The agents retrieve and structure information from scientific literature, support abbreviation checks, formatting consistency, and alignment with regulatory and publication standards, with human review controls preserved.A Copilot Champions program and centralized knowledge repository supported governance and peer-led adoption.

Cactus Life SciencesPharma

Robin AI helps legal professionals save time and speed contract work using generative AI and AWS.The solution uses Amazon Bedrock with large language models such as Anthropic’s Claude 3 to provide generative AI capabilities while keeping data secure within Robin AI’s own cloud environment.Robin AI says lawyers and paralegals can process hundreds of pages of contracts in just a few seconds.

Robin AILegal

Thomson Reuters built Open Arena, a web-based enterprise AI and machine learning playground, to democratize safe and secure access to generative AI models for technical and nontechnical employees.The company expanded the platform by incorporating Amazon Bedrock so teams can experiment with, compare, and select different foundation models for products and internal use cases.Thomson Reuters also used the platform to build Checkpoint Edge with CoCounsel, a tax research generative AI application that provides responsive answers with in-line citations to tax resources.

Thomson ReutersProfessional Services

Vitalliance is a French home care and personal services network supporting 11,000 customers across 140 agencies.The company migrated its information system to AWS and is developing a generative AI assistant to help employees search 400-page manuals for HR and legal questions.The assistant is intended to answer questions with source traceability so users can see whether an answer comes from a collective agreement or a company agreement.

VitallianceOther

Unifi, North America’s largest provider of aviation ground handling services, needed to reduce the manual effort its legal team spent processing and reviewing collective bargaining agreements and other large contract documents.The company had struggled to achieve consistent extraction and search quality with earlier AI approaches because the documents were long, unstructured, and filled with specialized legal and industry terminology.Using Copilot Studio, Power Platform, SharePoint, Dataverse, Power Automate, AI Builder, and Power BI, Unifi built a low-code contract management solution that automatically extracts contract text, identifies key clauses, generates summaries, structures metadata, and makes the content searchable for legal teams.

UnifiLogistics

Epiq Global has launched an innovative agentic AI platform for the legal sector as part of the Epiq Service Cloud, blending proprietary Epiq technology, Microsoft Copilot custom agents, Azure AI Foundry, and best-in-class third-party tools.The platform automates and orchestrates complex legal workflows across contracts, litigation, compliance, and knowledge management, enabling thousands of legal professionals in corporate departments and law firms to boost efficiency and decision-making.Notable integrations include Microsoft Copilot custom agents and leading legal AI solutions (such as ContractPodAI, RelativityOne, and Canopy) managed in a unified, scalable framework.The agentic AI system allows for tenfold productivity in document review, dynamic knowledge management, and substantial reductions in review timelines and costs.Case studies illustrate tremendous cost savings (millions of dollars on complex document reviews), accelerated legal services delivery, and improved regulatory and risk compliance.The platform is deployed to over 2,600 clients and serves 65,000 users.Epiq’s managed service and change management teams ensure rapid, effective AI adoption by clients.Agentic automation helps with eDiscovery, deposition preparations, HSR filings, and knowledge search.Integrated decision support and oversight mechanisms enable responsible and secure AI adoption for legal organizations globally.Large-scale clients, like leading banks and multinational law firms, have benefited from up to 10x productivity gains and cost reductions exceeding $10M.

ContractPodAi, a leader in legal AI solutions, partnered with Microsoft to develop and deploy domain-specific agentic AI solutions for legal, procurement, regulatory, and compliance workflows.The collaboration integrates ContractPodAi’s Leah platform with Microsoft Azure OpenAI in Foundry Models, enhancing automation and AI augmentation for legal teams.With global availability via Azure Marketplace, the solution is designed to scale adoption and access for enterprises worldwide, leveraging the Microsoft ecosystem.These new intelligent agentic AI agents are built to handle complex legal work, automating approvals, compliance checks, document analysis, and more.The secure, scalable AI-powered platform targets workflow efficiencies, improved compliance outcomes, and transformative productivity for legal operations.By harnessing Microsoft’s robust cloud capabilities alongside ContractPodAi's legal expertise, the partnership aims to redefine how legal work is executed at scale.

NetDocuments' ndMAX suite transforms legal document workflows using Microsoft Azure OpenAI capabilities. This new platform enables legal teams to enhance contract analysis, automate playbook executions, and customize app-building for firm-specific needs. With a focus on confidentiality and robust security measures, it brings generative AI directly into Microsoft 365 applications, significantly reducing manual work. Legal teams report annual savings of over 1,500 hours while maintaining rigorous compliance and privacy.

NetDocumentsLegal

A prominent legal services firm eliminated manual, error-prone document classification and compliance processes by partnering with HSO to implement an AI-powered document management system. Built on Microsoft Azure AI’s automation capabilities, the solution automatically extracts, classifies, and integrates legal documents with the firm’s IT systems, scaling to handle high data volumes and regulatory requirements. The new architecture enables seamless updates as digital infrastructure evolves. Legal professionals now spend less time on routine work and more on high-value case and client activities. The transformation has increased efficiency, reduced errors, and enabled the firm to innovate securely.

Unnamed leading law firmLegal

Harvey, a legaltech startup, has secured a $150 million Azure Commitment over two years to expand its AI-powered legal agents platform. Harvey builds chatbots and workflow automation tools tailored for legal and professional services, automating sensitive document review, interactions, and secure file access. The platform is deployed on Microsoft Azure, integrates with Microsoft Word (via a plug-in for lawyers), and offers SharePoint integration, allowing legal teams to securely manage and process legal documents. High-profile clients include Comcast and Verizon, as well as large law firms. Harvey has trusted Microsoft's infra and OpenAI models (hosted on Azure) to address stringent privacy and compliance concerns within the legal sector. The company started with Azure and recently included Google and Anthropic models but maintains Azure as a core part of its technology stack. This significant cloud investment reflects Harvey's rapid growth and the criticality of secure workflow and document automation in the legal industry.

ComcastLegal