Microsoft Copilot Security Features:

1. Data Protection

   • Your data stays within your organization’s Microsoft 365 environment
   • No training on your specific data
   • Compliance with legal industry standards
   • Encryption in transit and at rest

2. Access Controls

   • Respects existing permissions and access levels
   • Integration with your organization’s security policies
   • Audit trails for usage tracking

Best Practices for Legal Assistants:

✅ DO:

• Use Copilot for drafting non-confidential communications
• Create templates for routine correspondence
• Summarize publicly available information
• Generate meeting agendas and administrative content
• Always review and edit AI-generated content

❌ DON’T:

• Input highly sensitive client information
• Share privileged attorney-client communications
• Use for confidential case strategy discussions
• Rely solely on AI for legal advice or decisions
• Bypass your firm’s technology policies

Firm Policy Compliance

Always check with your firm’s IT department and follow established policies regarding:

• AI tool usage guidelines
• Client data handling procedures
• Document retention requirements
• External technology approvals