Copilot for Microsoft 365 Governance Checklist
Who this checklist is for
This checklist is designed for law firms, in-house legal departments, legal operations teams, IT leaders, knowledge management teams, compliance teams, innovation leaders, and practice group leaders responsible for rolling out Microsoft 365 Copilot.
It is especially useful for organizations that have already started a Copilot pilot, are preparing to expand usage, or need a practical governance model before attorneys and staff begin using Copilot more broadly.
Basic items
Define approved use cases based on data and operational sensitivity
Define user eligibility and access rules per rollout stage
Set rules for client and matter information
Define restricted or prohibited use cases based on data and operational sensitivity
Establish confidentiality and privilege guidance
Require human review of Copilot outputs and put guardrails in place
Common governance mistakes
Treating Copilot governance as only an IT issue
Failing to address privilege and client confidentiality
Forgetting about Teams transcripts and meeting summaries
Treating governance as a one-time policy instead of an operating model
How IntensifAI helps legal teams govern Copilot
Governance design
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We help legal teams define approved use cases, restricted use cases, user eligibility, review standards, escalation paths, and governance ownership.
Acceptable use policies
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We create practical Copilot acceptable use policies that explain how attorneys and staff should use Copilot in real legal workflows.
Confidentiality and privilege guidance
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We help legal teams develop guidance for using Copilot with confidential, privileged, client-sensitive, and matter-specific information.
Training and adoption support
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We create training, office hours, prompting examples, and feedback loops so governance becomes part of daily use rather than a static policy.
