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

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Jan 22, 2026

Join Ben Schorr, an innovation strategist with a rich background at Microsoft, as he decodes the practical benefits of Microsoft Copilot for law firms. Discover how Copilot can revolutionize legal workflows—from drafting documents to summarizing complex files and managing inbox overload. Ben emphasizes the importance of reviewing AI output to ensure client trust and compliance. He also shares insights on navigating licensing tiers and understanding where Copilot excels, offering a realistic roadmap for law firms eager to adopt AI without sacrificing accuracy.

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ADVICE

Use Drafts, Then Review Carefully

Use Copilot in Word to produce plausible first drafts quickly but always review before sending or filing.
Treat AI drafts as starting points, not finished work product.

ADVICE

Always Review AI Output First

Never send AI-generated output to a client or court without human review.
Follow Shore's Law: always review AI output before sharing externally.

ADVICE

Use Copilot As An Editorial Co-Author

Ask Copilot to fact-check, clarify, or act as a reader to surface vagueness and errors in your drafts.
Use its editing suggestions to improve clarity, persuasiveness, or concision.

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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

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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)