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April 29, 2025
Welcome back to Grow Your Business with Copilot, your guide for real-world customer stories and actionable insights for leveraging AI in small and medium-sized businesses.
In this edition, we’re spotlighting Mike Morse Law Firm, Michigan’s largest personal injury practice, and their innovative use of AI. Rather than replacing legal professionals, they’re using Copilot to empower their team – streamlining client communication, generating legal documents, sharing insights, and developing training materials. It’s a fresh take on what modern legal work can look like when AI is seamlessly integrated into daily operations.
We’ll also explore insights from the recently published 2025 Work Trend Index, get you ready for the upcoming Microsoft 365 Community Conference, and dive into the latest product news.
Curious how Copilot is transforming the way businesses work? Read on!
Technology enables a leading firm to do what it does best
Mike Morse Law Firm is not your traditional legal practice. Throughout their 30 years, the firm has recognized that doing things differently can create a competitive edge. This forward-thinking approach has helped the firm become the largest personal injury practice in Michigan, with a team of approximately 50 attorneys.
While the legal industry debates the disruptive potential of AI, Mike Morse is already leveraging it, using tools such as Microsoft 365 Copilot to improve both the speed and quality of client service.
Law has historically been a very human-intensive profession. From discovery interviews and depositions, to researching case law, building strategies, and navigating negotiations and appeals – the road to verdicts and settlements can be long and costly.
And while some elements of the legal process cannot be automated or sped up, Mike Morse has identified ways to use AI to turn time-consuming tasks into opportunities for greater efficiency and better outcomes.
“We’ve also always been cutting edge with technology to make cases go better and faster.”
– John Nachazel Jr., Appellate Attorney, Mike Morse Law Firm
Copilot provides a valuable boost in efficiency and productivity
It’s no secret running a successful law firm involves a massive amount of paperwork and documentation. From briefs to depositions, to case law research and reviews, and a constant stream of internal and client correspondence, you can see why the legal process has a reputation of being slow and costly.
Recognizing this, leadership at Mike Morse was clear about the benefits of using technology like Copilot to accelerate case resolution. And while Copilot proved its value with quick and accurate meeting summaries, which is a huge time saver for attorneys and staff alike, the firm didn’t stop there. They quickly began using their versatile AI assistant for:
- Document creation and editing: In law, words matter, a lot. The way something is written can have a profound impact on people’s lives and case law for years to come. Copilot helps draft and refine legal documents, making them clearer, more precise, and more persuasive.
Use Copilot to quickly help improve the grammar, readability, and persuasiveness of your documents.*
- Email responses: Copilot takes the busy work out of email. Provide a few quick instructions such as purpose, tone, and length, and Copilot provides an easy-to-edit-draft, saving time while preserving effective correspondence. You can also use Copilot to give existing messages more punch and polish.
Streamline correspondence by asking Copilot to draft an email response you can quickly edit and send.*
- Data management: Working with data just got easier. Copilot can help clean, organize, and analyze data in Excel – removing duplicates, standardizing formats, and generating summaries – making it easier and faster to work with information.
Ask Copilot to clean, organize, and analyze data in Excel.*
“Digital transformation, particularly when it comes to Copilot and AI, is getting the mundane out of the way of human work. (Copilot) is in the tools we use every day, which is going to increase our productivity and efficiency.”
– John Georgatos, Chief Information Officer
Copilot can facilitate knowledge-sharing of case law and strategies for success
When building case strategy, legal teams can spend countless hours poring over case law, analyzing outcomes, and crafting arguments to persuade courts and juries. Mike Morse Law Firm recognized an opportunity to help its legal teams to work smarter and deliver better results for their clients, using Copilot to democratize information and training in areas like:
- Information retrieval: Copilot can search document repositories in SharePoint to find relevant information, saving time and improving efficiencies related to research and knowledge sharing.
Save time by using Copilot to search through large numbers of documents on a SharePoint for specific content, authors, dates, etc.
- Information synthesis: Copilot helps attorneys quickly query and summarize large volumes of legal content, from lengthy documents to multiple cases. Copilot helps identify key points and relevant information, saving time and helping ensure the most important aspects of each document are understood.
Use Copilot to perform a detailed comparison of multiple documents and share the analysis in an easy-to-consume format.
- Training: To support its strong growth, the firm has emphasized hiring, training, and retaining top talent. As another point of differentiation, Mike Morse developed an extensive training program from scratch, using Copilot to create guides, process documentation, training video scripts, graphics, and more.
Copilot is great sparking creativity or bringing your ideas to life. Use Copilot to develop creative content such as graphics, presentations, and detailed video scripts.
“Throughout the course of developing, creating, implementing our full learning management system – which is a very unique thing for a law firm to have – we used Copilot to help us develop content such as slides, graphics, outlines, scripts, etc.”
– Jennifer Harvala, Chief Learning Officer
Copilot provides security governance that protects sensitive client information
Every day, attorneys at Mike Morse Law Firm work with clients’ medical records, salary information, criminal histories, and more. Protecting sensitive information isn’t just critical to the attorney-client relationship, it’s also the law. That’s why the firm relies on Copilot’s responsible AI practices to ensure neither productivity nor privacy are compromised.
Copilot helps safeguard client data through:
- Data security and compliance: Copilot adheres to existing privacy, security, and compliance commitments to Microsoft 365 customers, including the General Data Protection Regulation (GDPR) and European Union (EU) Data Boundary.
- Data handling and permissions controls: Data used to generate responses is processed by Microsoft pursuant to contractual data handling requirements, including being encrypted in transit, helping safeguard privacy and prevent leakage. In addition, Microsoft 365 data, including Microsoft Graph and SharePoint, adheres to access control and auditing mechanisms.
- Data loss prevention: Copilot respects existing data loss prevention (DLP) policies to prevent data exfiltration of Copilot-generated responses. Additionally, it enhances data security by applying sensitivity labels to these responses.
- Privacy in AI model training: Prompts, responses, and data accessed through Microsoft Graph are not used to train foundation LLMs, including those used by Microsoft 365 Copilot.
- Advanced AI protections: Copilot operates with multiple protections, which include filtering harmful content, detecting protected material, and blocking prompt injections.
“As attorneys, we’re bound by ethics rules to exercise reason at least reasonable, if not beyond reasonable efforts to protect our clients’ data. Medical records. Criminal history. Basically, we have our clients’ whole lives in our data and in our files. Keeping that safe is critical.”
– John Nachazel Jr., Appellate Attorney
Learn why Microsoft 365 Copilot Chat is a secure alternative to consumer AI solutions.
Embracing AI for competitive advantage
At Mike Morse Law Firm, innovation isn’t just a buzzword, it’s part of the culture. By thoughtfully integrating tools like Microsoft 365 Copilot into their day-to-day work, the firm has found meaningful ways to streamline operations, support its team, and better serve clients.
As the legal landscape continues to evolve, Mike Morse Law Firm remains committed to pairing cutting-edge technology with the human judgment and expertise that truly make the difference. It’s not about replacing people, it’s about empowering them to do their best work.
“The reality that AI is going to change our landscape is inevitable. However, Copilot doesn’t replace the human element. Anything I can do to alleviate administrative work so our employees that they can stay focused on serving our clients is better for the client and better for the firm.”
Jennifer Harvala, Chief Learning Officer
* Note: The images featuring Copilot experiences used throughout this customer story contain fictitious data meant for illustration purposes only.
2025 Work Trend Index sheds light on potential AI advantages for SMBs
The 2025 Work Trend Index is here, and it confirms what many small and medium-sized businesses already sense: a new era of work has arrived, one tailor-made for the agile.
While large companies navigate legacy systems and slow-moving hierarchies, SMBs have a unique opportunity to embrace AI and reimagine what growth can look like. The rise of “Frontier Firms” points to a future built around intelligence on-demand, agent-led teams, and radically redefined roles. With lean structures, fewer barriers, and a culture of adaptability, SMBs are particularly well positioned to lead the way.
In a new blog post, Brenna Robinson, General Manager of Microsoft SMB, explores the top work trends for 2025 and their impact for SMBs, from the rise of human-agent teams to the dawn of the “agent boss.” Read the blog.
You can also download the full 2025 Work Trend Index report.
Ready to transform business growth with insights from AI and industry experts?
Join us in Las Vegas May 6-8 for the Microsoft 365 Community Conference! With 200+ sessions, keynotes, and workshops, #M365Con is designed for those who want to thrive in the era of AI.
This year marks the debut of a Small and Medium Business Track featuring products and demos tailored for SMBs. Learn practical tips for using Microsoft 365 and Microsoft 365 Copilot to grow your customer base, build your brand, and scale securely.
Connect with product experts, network, and build skills in Microsoft 365 Copilot, Microsoft 365 Apps, Teams, SharePoint, and Viva. There’s truly something for everyone.
Register today and use code SAVE150 for $150 USD off: aka.ms/M365Con25/Register
Take action
Learn more about using Copilot to transform your business, sign up for a trial, or contact our team for a personalized demo.
Try out some of the ways Mike Morse Law Firm uses Copilot
- Draft and edit legal documents with Copilot in Word
- Quickly draft email responses with Copilot in Outlook
- Locate and perform detailed comparisons of documents with Copilot in SharePoint
- Format, categorize, and analyze data with Copilot in Excel
Become a Copilot power user!
- Try a new proven Copilot productivity tip to get time back for more important work
- Get your one-stop guide to successfully deploy Copilot with the Copilot Success Kit
- Join the SMB Copilot Community to learn directly from Microsoft experts and your peers
Here’s the latest news on how Microsoft 365 Copilot can accelerate your business
Microsoft just announced a slate of new enhancements for Copilot, introducing a fresh design of the Microsoft 365 Copilot app, features that improve quality of response, increase your organization and productivity, and simplify how you discover and use Copilot agents. Here are some of the highlights:
- Simplify your content creation with Create, helping you turn ideas into polished artifacts. From infographics and presentations to documents and custom images, Copilot helps you deliver rich visual content, with thousands of templates and prompts to help inspire your creativity. Generally available in late May 2025.
- Copilot Notebooks takes your project organization to the next level by bringing together all your relevant work data for a specific topic, including Copilot Pages, files, chats, meeting notes, and more in one place. Copilot can help you stay prepared, create new content, or answer questions with greater accuracy by focusing on the specific set of relevant content. Generally available in late May 2025.
- We’re also introducing memory and personalization that enables Copilot to tailor responses based on your past chats and interactions. Copilot can also remember context from your work content, so you don’t have to repeat yourself when asking it questions, and provide much more relevant and thoughtful responses. Generally available on April 30, 2025.
If your company has used Microsoft 365 Copilot to grow and you’d like to share your story, we’d love to feature you. Comment below and a member from our team will get in touch!
Angela Byers
Microsoft
Senior Director, Copilot & Growth Marketing for SMB
Let’s connect on LinkedIn
Meet the team
The monthly series, Grow Your Business with Microsoft 365 Copilot, is brought to you by the SMB Copilot marketing team at Microsoft. From entrepreneurs to coffee connoisseurs, they work passionately behind the scenes, sharing the magic of Copilot products with small and medium businesses everywhere. Always ready with a smile, a helping hand, and a clever campaign, they’re passionate about helping YOUR business grow!
About the blog
The Grow Your Business with Microsoft 365 Copilot blog aims to inspire and delight you with insights and stories on how AI is changing the game for business. This monthly series is designed to empower small and mid-sized businesses to harness the power of AI at work. Each month, we feature scenarios where an SMB is using AI to transform, scale, and grow.
