Top law firms know that time and accuracy are critical to delivering exceptional legal services. But siloed data and outdated systems often slow down processes, creating inefficiencies that hinder performance. For one leading global law firm, this challenge became an opportunity to leverage cutting-edge AI technology and improve operations through integration.

By adopting BA Insight’s AI Enablement Platform, this firm unlocked the full potential of Microsoft Copilot within its workflow, integrating it seamlessly with iManage, their trusted document management system. The result? Instant access to essential knowledge, better efficiency, and guaranteed security compliance.

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The Challenge: Seamless AI Integration

Overcoming Copilot’s Limits

Initially, the firm deployed Microsoft Copilot within their Microsoft 365 Office suite. However, they quickly realized this wasn’t enough. Legal professionals frequently rely on iManage to store, access, and manage critical files such as case documents, contracts, and research materials.

Without iManage integration, attorneys couldn’t ask Copilot questions like, “What’s the latest version of this contract?” or “Summarize our last three IP litigation cases.” Instead, they were forced to manually search through documents, leading to inefficiencies and leaving Copilot without the context it needed for accurate answers.

To solve the disconnect, the firm explored solutions like plugins, but found that they lacked the ability to leverage Microsoft’s semantic index for richer, more accurate AI query responses. The clear path forward became BA Insight’s Graph Connectors, designed for secure and context-rich integration of iManage and Copilot.

The Solution: A Transformed AI Workflow

The firm partnered with BA Insight to extend Copilot’s functionality into their iManage system without compromising security or accessibility. With this integration, they gained the following key benefits:

• Instant Information Retrieval: Attorneys could now query Copilot directly using natural language to instantly retrieve case files stored in iManage.
• Automated Document Summaries: By leveraging AI, the firm automated the creation of summaries, memos, agreements, and briefs, allowing lawyers to focus on high-value work instead of administrative tasks.
• Seamless Security Compliance: Security and confidentiality were paramount. The Graph Connector ensured robust security protocols were respected during data indexing, safeguarding sensitive client information.
• Enhanced Context for Better Drafting: With Copilot able to access iManage content, responses became more precise and tailored, ensuring high-quality outputs for briefs, research, and contracts.

The Results

This firm not only improved operational efficiency, but also positioned itself as a trailblazer in legal AI adoption. Key outcomes included:

• Time Savings Significant time was saved through streamlined document retrieval and automation of repetitive tasks.
• Improved Accuracy Copilot provided more comprehensive and accurate insights since indexed content from both iManage and M365 was used for AI query responses.
• Stronger User Adoption By adding tangible value to daily workflows, Copilot became an integral and “stickier” tool, driving better engagement and retention among users.
• Future-Proofing AI Usage With seamless AI integration, the firm ensured that its workflows could scale with advancements in enterprise AI technology while retaining a competitive edge.

Why AI-Driven Transformation Matters in Legal

For law firms, efficiency, accuracy, and confidentiality aren’t just desirable qualities; they’re fundamental necessities. By harnessing the power of BA Insight, this firm not only addressed its immediate operational challenges but also created a robust foundation for leveraging AI securely and effectively in the long term. Now, attorneys can do what they do best—deliver outstanding client results with speed and confidence.

Why Choose Upland BA Insight?

A Trusted AI Enablement Partner

Upland BA Insight’s AI Enablement Platform empowers enterprises to unlock the full potential of their AI investments. Through technologies like vector search, machine learning, and security trimming, the platform creates intelligent, accessible knowledge ecosystems that fuel innovation.

BA Insight empowers organizations to simplify complex workflows and enhance search capabilities with AI-powered solutions. Key offerings include:

• AI Agnostic Technology: Integrates seamlessly with your preferred platforms and systems for better functionality.
• Connector-Based Technology: Utilizes advanced machine learning and AI features across repositories and portals.
• Actionable Insights: Transforms scattered data into precise, actionable information for better decision-making.

With BA Insight, organizations can confidently manage content complexities while driving efficiency, collaboration, and growth.