Build an IP protection agent

Step 1: Define the protected asset registerSharePoint

Build a SharePoint list or library with one row per registered mark — the exact name/logo, registration number, and the goods/services it covers — and connect that as the agent's knowledge source.

The agent needs an authoritative, structured register to check against, not a general sense of "our brand" pulled from marketing materials.

Step 2: Build the detection and severity-scoring agentCopilot Studio

In Copilot Studio, have the agent evaluate flagged potential matches (from a monitoring feed or a manual submission) against the protected asset register and assign a severity level based on how closely the use matches a registered mark and the context of use (competing product vs. unrelated use).

Prompt idea:

This listing uses a name that closely resembles our registered trademark "Northwind Traders" on a product in an adjacent market. Compare it against our trademark register, assess the infringement severity, and draft a preliminary cease-and-desist letter for legal review.

Step 3: Route every case through legal before any letter goes outWord

The agent's drafted letter and severity assessment go to legal counsel for review and sign-off — this is not a workflow to automate past the draft stage given the legal consequences of a wrongly sent enforcement letter.

Step 4: Log every case with its outcomeSharePoint

Add each case to a SharePoint list with columns for the mark involved, assigned severity, and legal's final decision.

A structured list you can filter and sort beats a folder of individual letters, both for spotting patterns in the severity model and for pulling up your enforcement history if a case is ever challenged.

Check the work

• Verify the trademark register the agent checked against is current — an expired or unregistered mark can't support an infringement claim.
• Have legal confirm the severity assessment before any letter is sent, especially for borderline or first-time cases.
• Review a sample of dismissed (low-severity) cases to make sure genuine infringement isn't being under-scored.

Source: Microsoft Copilot Scenario Library — Legal (2026)