#36476 Microsoft Co-Pilot AI

Created from Lead: https://artichoke.shield.syncromsp.com/leads/36394015/convert

Hi Peet:

We are considering whether a paid subscription to Co-Pilot would be beneficial for us. Particularly helpful would be to have access to closed system AI searches including our own document repository as well as Outlook email summaries and other AI applications that might be useful.

What are your thoughts?

Thanks
Amanda

Amanda Z. Duman | Williams Law Firm, PC

235 E. Pine St, PO Box 9440 | Missoula, MT 59807

406.721.4350 | [email protected] | [www.wmslaw.com](http://www.wmslaw.com%20)

Offices in Missoula and Bozeman, Montana

CELEBRATING 50 YEARS: 1973-2023

??

From: Amanda Duman <[email protected]>
Sent: Friday, December 5, 2025 11:18 AM
To: Shea Mann <[email protected]>
Cc: Mark Williams <[email protected]>
Subject: Fw: Microsoft Co-Pilot AI

I don't think Mark or I have heard anything back on this and and I wondered if I sent it to the correct address for Peet? Can you please check and forward it to his best email? Not particularly urgent ...

---------------------------------------------------------------

From: Amanda Duman <[email protected]>
Sent: Friday, November 21, 2025 2:03 PM
To: Artichoke Support <[email protected]>
Cc: Mark Williams <[email protected]>
Subject: Microsoft Co-Pilot AI

Hi Peet:

We are considering whether a paid subscription to Co-Pilot would be beneficial for us. Particularly helpful would be to have access to closed system AI searches including our own document repository as well as Outlook email summaries and other AI applications that might be useful.

What are your thoughts?

Thanks

Amanda

Amanda Z. Duman | Williams Law Firm, PC

235 E. Pine St, PO Box 9440 | Missoula, MT 59807

406.721.4350 | [email protected] | [http://www.wmslaw.com%20]www.wmslaw.com

Offices in Missoula and Bozeman, Montana

CELEBRATING 50 YEARS: 1973-2023

Following up on this one too. Thanks!

From: Amanda Duman <[email protected]>
Sent: Friday, December 5, 2025 11:18 AM
To: Shea Mann <[email protected]>
Cc: Mark Williams <[email protected]>
Subject: Fw: Microsoft Co-Pilot AI

I don't think Mark or I have heard anything back on this and and I wondered if I sent it to the correct address for Peet? Can you please check and forward it to his best email? Not particularly urgent ...

---------------------------------------------------------------

From: Amanda Duman <[email protected]>
Sent: Friday, November 21, 2025 2:03 PM
To: Artichoke Support <[email protected]>
Cc: Mark Williams <[email protected]>
Subject: Microsoft Co-Pilot AI

Hi Peet:

We are considering whether a paid subscription to Co-Pilot would be beneficial for us. Particularly helpful would be to have access to closed system AI searches including our own document repository as well as Outlook email summaries and other AI applications that might be useful.

What are your thoughts?

Thanks

Amanda

Amanda Z. Duman | Williams Law Firm, PC

235 E. Pine St, PO Box 9440 | Missoula, MT 59807

406.721.4350 | [email protected] | [http://www.wmslaw.com%20]www.wmslaw.com

Offices in Missoula and Bozeman, Montana

CELEBRATING 50 YEARS: 1973-2023

Hi Amanda (and all),

You did get the right Peet, the lack of response is on me, not your address book.

Short version: Copilot can be very useful, but it is worth being intentional about which flavor you buy and what you want it to do for you.

A few thoughts in plain English:

-
“Closed system” AI on your own data

-
The Microsoft Copilot stack is pretty good at this, espciall since your files and email live in Microsoft 365 (SharePoint, OneDrive, Exchange/Outlook).

-
It does not pull from random shared drives or old on-prem servers unless we connect those in some special ways (this would include your case archives).

-
Security and permissions are respected, which is great, but it also means your existing sharing and folder permissions suddenly matter a lot more. If someone has access to a folder they should not, Copilot will happily summarize that content for them. So step one is an acceptance of the wide-open status quo or a permissions cleanup

-
Outlook email summaries and “daily work” help

-
Copilot can:

-
Summarize long threads

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Draft replies in your tone and let you edit before sending

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Pull out action items and deadlines

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This is one of the areas where people see value quickly because it reduces “email fatigue” and helps catch things that might otherwise be buried.

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Using your document repository

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With Docs in SharePoint/OneDrive, Copilot can:

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Answer questions like “What did we agree to in the Smith contract about renewal?”

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Summarize long policies or proposals

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Help draft new documents using your existing ones for reference

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Again, the value depends on how organized your storage is. Garbage in, garbage out, just faster and more confidently worded.

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Which Copilot product matters

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There are several Microsoft Copilot offerings now, and not all of them do what you are asking about.

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The one that unlocks Outlook, Word, Excel, PowerPoint, and Teams with access to your own 365 data is Copilot for Microsoft 365, which is a per-user monthly license on top of your existing subscription.

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There is also “basic” Copilot built into Bing/Edge and some Microsoft apps for free or included, but that does not securely search your internal documents or email the way you are describing.

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Cost vs benefit

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In practice, it would make sense to pilot with Shea and maybe another clerk, an attorny or two that are interested and would like to poke a stick at the product/process.

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We do not have to turn it on for everyone at once. A small pilot group is often the best way to see if it earns its keep.

Happy to jump on a short teams meeting and walk through what a realistic “day in the life with Copilot” could look like.

https://artichoke.consulting/schedule/peet

Thanks,

Peet

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