Have Copilot synthesize precedent, risk, and business context into a strategy draft instead of starting the analysis from a blank page.
A legal strategy draft grounded in relevant precedent and business context, ready for attorney refinement.
A settlement position or litigation go/no-go recommendation is privileged attorney work product. Keep this draft in a restricted-access location and mark it privileged immediately — don't let it sit in a generally-shared Word location while in draft.
Word
CopilotWordWrite two or three sentences stating the actual decision this strategy needs to inform (a settlement recommendation, a contract negotiation position, a litigation go/no-go) and the business stakes behind it.
A memo built against a vague framing like "assess our options" tends to come back broad and unusable, wasting the attorney review cycle that follows.
CopilotPoint it at the relevant case documents, prior memos, and business context, and ask for a structured draft covering position, risks, and recommended approach.
Prompt idea:
Given this business context and these prior case documents, draft a legal strategy memo covering our position, the key risks on each side, and a recommended approach. Flag anything you're uncertain about rather than asserting it.
WordNothing in the draft is relied upon until a qualified attorney confirms the legal reasoning and precedent citations are actually correct — this is a first pass, not legal advice.
WordAsk what the strongest counterargument looks like and whether the recommended approach survives it, before presenting the strategy as settled.
Source: Microsoft Copilot Scenario Library — Legal strategy development (2026)
A structured strategy memo covering the legal position, key risks, and recommended approach.
Weighing precedent and business context into a position, then stress-testing it against the strongest counterargument, is the kind of judgment call step 3's attorney validation exists precisely because it can't be mechanical.
Have your OneNote Copilot Notebook suggest and build the right Office document from its content, instead of starting a blank document and re-explaining the context.
Use Copilot to research current best practices and draft an updated technology strategy instead of starting from a blank document.
You have a budget export, a status report, and an email thread — and they disagree.
Workflows like this tend to raise real governance and licensing questions once more than one person is using them — that's exactly what we help with.
OneNote
ChatGPT
Claude
Outlook