Built For Business: How Microsoft 365 Copilot Keeps You In The Flow Of Legal Work

The tools that run a business rarely live in one place. For a small business owner, that means stepping out of the document you're writing to search for an attorney, digging through a folder for the LLC paperwork you half-remember filing, or pausing a client deliverable to figure out if a contract clause is enforceable. Every one of those detours pulls you out of the work you were doing to go chase down something that should've been a quick answer. For a small business, where focus is one of the most valuable resources there is, constant switching adds up.

Microsoft 365 Copilot is designed to keep your work moving, bringing your data, expertise, and workflows into the apps you already use like Word, Excel, PowerPoint, Outlook, and Teams - now powered by AI. And through built-in and custom agents, Copilot extends to include specialized tools and services that run your business, so you can use their capabilities all in one place. That ecosystem of partner agents is growing quickly, and LegalZoom is a great example of what it makes possible: chat with a LegalZoom Legal Assistant, get a recommended business formation plan, or connect with an experienced attorney - all without needing to leave Copilot.*

Handle legal tasks with LegalZoom, directly in Microsoft 365 Copilot

With the LegalZoom agent, resources are provided to help answer a legal question the moment it comes up, right inside Microsoft 365 Copilot. Instead of jumping out to another tool, the work continues where you already are. And when a task calls for something more, the agent provides a streamlined path back to LegalZoom, which remains the home for its services and the professionals behind them.

That’s the shift that agents make possible in Microsoft 365 Copilot: the tools a business depends on coming to where work is already happening, rather than living in separate siloes.

“Small business owners shouldn’t have to leave their work environment to get reliable legal guidance. With LegalZoom inside Microsoft 365 Copilot, we are helping entrepreneurs find answers, understand their options and connect with attorney support at the exact moment they need it.”*

— Jeff Stibel, Chairman & CEO, LegalZoom

*Microsoft 365 Copilot does not provide legal advice or legal services.

Built on a foundation of trust

Bringing more of your business into Microsoft 365 Copilot only works if it’s secure. Microsoft 365 Copilot provides enterprise-grade security, privacy, and compliance tools and it honors the access permissions your business has already established. Your data remains within your organization's Microsoft 365 security and permissions boundaries. Microsoft does not use your prompts, responses, files, emails, chats, or other Microsoft Graph data accessed by Microsoft 365 Copilot to train the foundation LLMs used by Microsoft 365 Copilot. And we don't sell your information to advertisers. Stay tuned for more in this series and learn more about Microsoft 365 Business with Copilot.

The promise is simple: the tools and expertise a business relies on, brought into the flow of work rather than scattered across it. The LegalZoom agent is available now through the Microsoft Marketplace. To learn more, visit legalzoom.com.

About LegalZoom

LegalZoom is a leading online platform for legal services, transforming how individuals and small businesses navigate the legal system. By combining intuitive technology with access to experienced attorneys through their vast independent attorney network or their own law firm, they offer the tools and guidance people need to confidently manage everything from LLC formation and compliance to intellectual property protection and ongoing business management and legal support. For more information, please visit legalzoom.com.