From Hype to Practice: Using Microsoft Copilot in Your Law Firm, with Ben Schorr

In episode #598 of the Lawyerist Podcast, learn how Microsoft Copilot can help lawyers work more efficiently inside Microsoft 365—without compromising accuracy, security, or client trust. Zack Glaser talks with Ben Schorr, innovation strategist at Affinity Consulting Group and former Microsoft insider, about how attorneys can move past AI hype and start using Copilot for real, everyday legal work. Zack and Ben break down how Copilot helps lawyers draft and edit documents, summarize complex files, extract key deadlines, prep for meetings, and manage inbox overload—all while keeping client data protected within Microsoft’s security framework. They clarify where Copilot delivers the most value, where caution is required, and why understanding its limitations is essential to using it effectively. For lawyers curious about AI but unsure where to begin, this episode offers a clear, realistic roadmap for adopting Copilot without compromising accuracy, ethics, or trust. Listen to our other episodes on AI, Legal Technology & Practical Innovation in Law Firms: Rethinking Law Firm Growth in the Age of AI, with Sam Harden Apple | Spotify | LTN Episode 550: Beyond Content: How AI Is Changing Law Firm Marketing, with Gyi Tsakalakis & Conrad Saam Apple | Spotify | LTN Episode 543: AI Ethics: What Lawyers Need to Know, with Hilary Gerzhoy Apple | Spotify | LTN Episode 497: Real Talk About Artificial Intelligence in Your Office, with Ben Schorr Apple | Spotify | LTN Have thoughts about today’s episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 00:00 – Introduction 08:43 – Meet Ben Schorr 11:08 – What Copilot Is (and Why Lawyers Care) 13:27 – Security, Privacy, and Client Data 16:47 – Drafting Legal Documents With Copilot 18:36 – Schorr’s Law: Always Review AI Output 20:30 – Editing, Fact-Checking, and Improving Existing Work 23:57 – Summarizing Documents and Extracting Key Info 28:49 – Brainstorming, Personas, and Strategy Testing 34:34 – Agentic AI: What’s Possible (and What Isn’t)