How LawPilot365 works for you

Simple steps. Seamless integration. Built on Microsoft 365.

LawPilot365 has been designed to make the transition to modern, digital practice effortless. There’s no need to learn new systems or replace the tools you already rely on — it works directly inside your Microsoft 365 environment, enhancing the way you already manage your work. From Outlook to SharePoint, Teams, and OneDrive, everything remains familiar, secure, and under your control.

What makes LawPilot365 different is its deep understanding of how barristers and solicitors actually operate. The platform connects your diary, case files, billing, and communication channels into one intelligent ecosystem that supports, rather than disrupts, your day-to-day work. It brings structure and automation where you need it most, without rigid processes or external dependencies.

In just a few steps, you can go from setup to fully integrated case management — with instant access to Copilot AI, automated document handling, and secure collaboration between clerks, solicitors, and chambers. Whether you’re an individual practitioner or part of a growing team, LawPilot365 adapts to your needs, helping you work smarter, deliver faster, and maintain the highest standards of confidentiality and compliance.

How it works

From setup to daily practice in 6 simple steps

LawPilot365 is designed to integrate effortlessly with your existing Microsoft 365 environment.Follow these straightforward steps to get your practice running smarter, faster, and more securely.

Subscribe & sign in

Start with your existing Microsoft 365 credentials — your professional email address and password. No new systems, no extra logins. LawPilot365 runs inside the Microsoft environment you already trust, so setup is instant and security is guaranteed.

Create your first matter

Open LawPilot365 and create a matter folder. It appears on your laptop and syncs automatically with your Microsoft 365 tenant. No setup, no tech headaches. And we’ll hold your hand along the way.

Add your papers

Save documents as you always do. LawPilot365 organises them, backs them up, and tracks every change. Need to share with a solicitor and receive updated instructions? Create a secure subfolder — no email attachments, no risk.

Connect your diary

Your Outlook diary stays your diary. LawPilot365 links hearings, meetings, and Teams calls to the right matter — so you and your clerk always know what’s next.

Activate Copilot AI

Turn on Copilot inside your case folder. It draws only from your materials — your case papers, your law references, your precedents. Ask for a chronology, a summary, or contradictions in evidence. No hallucinations, no guesswork — just intelligent, matter-specific insight.

Share & collaborate

Give your clerk/admin secure access to time and fee entries, or send a worklog with one click. Everything stays inside your Microsoft 365 environment — safe, simple, and under your control.