← All use cases · Law, accounting & agencies
Get a daily summary of your inbox and meeting action items with Copilot, inside Microsoft 365
Mitch Zoll, founder and principal attorney of Zoll Firm, PLLC (a solo business-law practice in Austin, Texas), in ABA Law Practice Magazine
He uses a Copilot agent that stays inside his Microsoft environment to protect client information: it scans his Outlook email, summarizes it grouped by sender and subject and lists open action items. In Teams, Copilot transcribes his meetings and gives a summary and action items, which go into his client call logs. He also has Copilot check meeting times people offer against his calendar and draft the reply.
Microsoft Copilot: Business add-on from $18/user/mo paid yearly (promo, normally $21); Individuals from $9.99/mo (business data protection needs the business plan)
Easy · or we do it from $149/mo
Microsoft Copilot, Outlook, Microsoft Teams
The problem
A solo lawyer's email and client calls carry the day's to-dos, and keeping track of them (and of what was said on a call a month ago) takes time he can't bill for.
What happened
He says the daily summary helps him organize the day, set the next day's priorities and keep up with billable time, and the call summaries are "invaluable when a client calls back a month later." No figures are given. Self-reported.
Quoted in the source: Mitch Zoll, founder, Zoll Firm, PLLC. Source: ABA Law Practice Magazine: Making Practical Use of AI in My Practice Today (Daniel E. Pinnington and Reid F. Trautz, Q&A with Mitch Zoll) (2025-05-01) · Added 2026-10-18.
How to set it up yourself
- What Zoll Firm does: a Copilot agent inside Microsoft 365 summarizes the Outlook inbox by sender and subject with open action items each day, Copilot in Teams writes meeting summaries and action items that go into the client call log, and Copilot proposes meeting times from his calendar. He keeps this in Copilot rather than ChatGPT so client email stays inside his Microsoft tenant.
- Use a Microsoft 365 business plan with the Copilot add-on, signed in with your work account, so Copilot works over your own mailbox and calendar under your business data terms. Check with whoever manages your Microsoft account that client email isn't being shared outside it.
- Each morning, open Copilot Chat from Outlook or Teams and paste the prompt below. Read the action items against the emails themselves before you act on them; Copilot can miss a buried request.
- For client calls on Teams, turn on transcription when the meeting starts (tell the client first), then ask Copilot for a summary and action items and paste them into that client's call log in your practice-management system.
Copy-paste prompt
Look at my Outlook email from {TIME PERIOD, e.g. the last 24 hours}. 1) Summarize it grouped by sender, then by subject, one or two lines each. 2) List every open action item: who asked, what they need, any deadline mentioned, and the email it came from. 3) Flag anything from {CLIENT OR COURT NAMES TO WATCH} at the top. 4) If anyone offered meeting times, check them against my calendar and suggest the best one. Don't draft or send anything to clients; just list what needs my attention.One short email a day: 3 new AI use cases from real small businesses, each with its source and setup steps, plus a Tool of the Day. Free, no spam, unsubscribe anytime.
Tools used
Microsoft Copilot
Microsoft's AI assistant, integrated with Microsoft 365 apps.
From Individuals: Microsoft 365 Personal with Copilot $9.99/mo; Business: Copilot add-on from $18/user/mo paid yearly (promo, normally $21) (checked 2026-10-17)
Visit site →Some tool links may be affiliate links. Disclosure
Checked prices: Microsoft Copilot: from Individuals: Microsoft 365 Personal with Copilot $9.99/mo; Business: Copilot add-on from $18/user/mo paid yearly (promo, normally $21) (verified 2026-10-17)
Rather not do it yourself?
We'll set this up in your tools, in your voice, tested. $149/mo with setup included (6-month minimum), or $497 pay-once. Satisfaction guarantee: we'll fix it until it works. Pay-once setups: or we refund your setup fee. $149/mo plan: cancel in the first 30 days and we refund your first month. Terms. We reply within 1 business day.
Get this set upRelated for Law, accounting & agencies
Have Claude review every intake decision so declined leads get a second look
A Claude project with the firm's screening criteria reviews each intake decision and rates the call.
ClaudeSASmart AdvocateRun a solo bookkeeping practice with a ChatGPT calendar agent, research agents and an AI policy
A ChatGPT agent reviews her Outlook calendar each morning and reports gaps; Perplexity's Comet browser does research and data extraction;…
ChatGPT
Perplexity
GammaUse AI to build the firm's workflows and reusable prompts, not to handle client data
Hannafin uses AI mainly to build workflows and automations rather than to touch client data; another owner keeps a library of saved ChatG…
ChatGPTClaudeMicrosoft CopilotRunning something like this in your business? Submit your use case and we'll credit you with a link.
Get 3 new AI use cases every morning
One email every morning: 3 new AI use cases from real small businesses, each linked to its source, plus a Tool of the Day. Free. No spam, unsubscribe anytime. Privacy