For Microsoft 365 Copilot
Litigation prompt structures for Microsoft 365 Copilot
Microsoft 365 Copilot can work with organizational content the signed-in user is permitted to access. These prompts add a defined task, output format, and record-checking instructions inside that product context.
Product-source review: . Capabilities and data terms vary by plan and can change. Confirm the current product documentation and your organization’s approval before using case material.
Microsoft 365 Copilot for litigation — product fit and limits
Strengths
- Microsoft 365 Copilot honors the signed-in user’s existing Microsoft 365 permissions when grounding responses in organizational content.
- Microsoft describes prompts, responses, and Microsoft Graph data as covered by enterprise data protection for eligible organizational use.
- Its connection to Microsoft 365 can reduce the need to move an already-governed document into a separate consumer account.
Watch-outs
- “Copilot” names multiple products. Data boundaries and available grounding differ, so confirm that you are using Microsoft 365 Copilot.
- Prompts and responses can be logged and retained for organizational compliance and eDiscovery; “inside the tenant” does not mean unrecorded.
- Licensing, feature availability, and administrative controls vary. Confirm current settings with your organization.
This is an editorial product comparison, not an endorsement or a security assessment.
Using CasePrompts with Microsoft 365 Copilot
Attach the file in a Copilot chat and paste this prompt. If your firm runs M365 Copilot, files in SharePoint/OneDrive stay inside your tenant boundary — confirm with IT which surface you're licensed for.
From the builder you can copy a finished prompt and open Microsoft 365 Copilot. The prompt’s source-location instruction changes with the selected document type.
Tool interfaces change — adapt as needed, and check your firm's AI use policy before uploading case materials.
Why structure helps more than “summarize this”
Every prompt is built on the CITE method — Context, Instructions, Template, Evidence. It states who is doing the review, what source is in scope, the exact task, the requested output, and how to identify supporting locations. That structure can make an answer easier to inspect, but it cannot keep a model from inventing or misreading material. Check every material output against the source.
Prompts to try in Microsoft 365 Copilot
All templates →Admissions & Key Testimony Extractor
Pull every admission, damaging concession, and 'I don't know' on your key issues out of a transcript — with verbatim Q&A and page:line cites.
Prior Statement Cross-Examination Builder
Align a witness's deposition against every prior statement, classify each conflict, and get a lock-in → confrontation cross sequence with dual cites.
AI Medical Chronology Prompt for Lawyers
Build a date-ordered medical chronology from the complete record, with source citations for every encounter and explicit flags for treatment gaps, prior history, causation language, and missing records.
AI Page-Line Deposition Summary Prompt
Turn a complete deposition transcript into a topic-based page-line summary with precise cites, verbatim excerpts, admissions, exhibits, and unanswered questions.
Record Interrogation Session Setup
The standing-rules prompt: paste this once at the start of a chat session and every answer after it comes cited, sourced, and honest about gaps.
Expert Report vs. Deposition Audit
Audit an expert's deposition against their report: new opinions, abandoned opinions, changed bases, and undisclosed reliance materials — exclusion-motion fuel.
CasePrompts is vendor-neutral and built local-first — the builder runs in your browser and never sees your case files. See how your data is handled → Know which tier of tool your firm has approved before uploading case materials to Microsoft 365 Copilot.
Official product sources
These first-party pages supported the capability and data-term statements above when reviewed on .