Copilot for law firms, priced from Microsoft's own pages
Microsoft 365 Copilot is the AI most firms already half own, because it sits inside the Word, Outlook and Teams licenses they pay for. The questions a partner has to answer before rolling it out are which plan, what it costs per lawyer, and what it will surface from a SharePoint that was never set up with ethical walls in mind. Here are Microsoft's listed prices, the permission problem nobody mentions in the demo, and when a matter-file tool is the better buy.
Copilot prices on this page are read from Microsoft's Copilot pricing pages. CaseClerk prices are the ones printed on ours.
Upload the documents for one matter and ask questions across all of them. Every answer names the document it came from. 25 pages on the house, no card.
Free preview, no account needed: up to 3 files and 10 pages.
Yes, on a work account and after a permissions cleanup. Microsoft 365 Copilot Business costs $21 per user per month on an annual plan ($18 on a promotion through December 31, 2026) as an add-on to a Microsoft 365 Business plan, for firms up to 300 users. Microsoft says prompts, responses and the data Copilot reads through Microsoft Graph are not used to train its foundation models.
The catch is that Copilot can read everything a user already has access to. At a firm where matter folders are shared too widely, it will happily summarize a file a lawyer is walled off from. Copilot is strongest at drafting and email. If the job you need done is reading one whole matter file and getting answers that name the exact document, CaseClerk does that one job at a flat, published $99, $249 or $499 a month for the account.
Fix sharing first
Run a SharePoint and OneDrive sharing report. Remove 'Everyone' and firm-wide links on matter folders, and give each matter its own access group, so Copilot cannot surface a walled-off file.
Buy the right license
If you are on Microsoft 365 Business Standard or Premium with fewer than 300 users, Copilot Business is the add-on. Start with the lawyers who draft the most, not the whole firm.
Write the policy
One page: which Copilot is approved (work account only), what never goes into any AI tool, who reviews output, and how AI time is billed. Have every user acknowledge it.
Pick the jobs
Give Copilot drafting, email triage, meeting notes and first-pass summaries. Give reading a whole matter file, with answers tied to the source document, to a tool built for that job.
Copilot does far more than CaseClerk, and most firms on Microsoft 365 should use it. This table is for deciding which job you are paying for.
| Microsoft 365 Copilot Business | CaseClerk | |
|---|---|---|
| Price visibility | Published on Microsoft's pricing page. $21 per user per month on an annual plan | Published: $99, $249 and $499 per month. A fourth Enterprise tier is quoted, and we say so |
| Billing model | Per user, on top of a Microsoft 365 license for each user | Flat account price with a monthly page allowance, not per user |
| Drafting in Word, email in Outlook | Yes, and it lives where lawyers already work | No. It answers questions about documents you upload |
| What it can read | Anything the user can open in the tenant: mail, chats, SharePoint, OneDrive | Only the documents you put into a matter vault, up to 1,000 per case, 18 file formats |
| Scope of an answer | Whatever the user has access to, which is the ethical wall risk | One matter at a time, so an answer cannot pull from another client's file |
| Where an answer came from | Shows references to the files it used | Every answer names the document it came from |
| Training on your files | Microsoft says prompts, responses and Graph data are not used to train foundation models | We do not use case documents to train any AI model of our own. Our privacy policy names the AI provider that processes the text |
| Try before you buy | Buy licenses, or test Copilot Chat on a work account | 25 pages, up to 5 files, no card |
Microsoft prices vary by region and change. Check Microsoft's pricing page before you sign.
Firms already on Microsoft 365 Business
If every lawyer lives in Word and Outlook, Copilot Business is the cheapest way to put AI where the work already is. Buy it for heavy drafters first and measure before you license everyone.
Litigators reading big productions
A 600 page production split across 80 PDFs is not a Word document. Copilot works on the files you point it at. CaseClerk reads the whole set in one vault and tells you which exhibit each answer came from.
Firms with messy SharePoint
If a sharing audit will take months, a matter-scoped tool lets you use AI on client files now without Copilot reading across every folder a lawyer can technically open.
Firms with more staff than lawyers
Paralegals and assistants do most of the file reading. Per user licensing charges for each of them. A flat account price does not.
For a firm that will put client information into it, the realistic starting point is Microsoft 365 Copilot Business: $21 per user per month on an annual commitment, with a promotional $18 through December 31, 2026, and $25.20 per user on monthly billing. It is an add-on, so each user also needs an eligible Microsoft 365 Business plan. Microsoft also sells Business Standard and Business Premium bundles with Copilot included. Firms above 300 users buy the enterprise Microsoft 365 Copilot at $30 per user per month, paid yearly, on top of an enterprise license.
| Microsoft plan | Price Microsoft lists | What it needs | Fit for client files |
|---|---|---|---|
| Copilot Chat (with a work account) | Included at no extra cost with eligible Microsoft 365 plans | A Microsoft 365 work or school account | Yes for pasted or uploaded text, under enterprise data protection. It does not read your SharePoint or mailbox on its own |
| Microsoft 365 Copilot Business (add-on) | $21 per user per month on an annual plan, $18 on the promotion running to December 31, 2026. $25.20 per user on monthly billing | An eligible Microsoft 365 Business plan, up to 300 users | Yes, if your SharePoint and OneDrive permissions are clean first |
| Microsoft 365 Business Standard with Copilot | $23.50 per user per month paid yearly, $28.20 monthly | Nothing else, it is a bundle, up to 300 users | Yes, same caveat on permissions |
| Microsoft 365 Business Premium with Copilot | $32.00 per user per month paid yearly, $38.40 monthly | Nothing else, up to 300 users | Yes. Premium adds the device and data protection tools most firms want anyway |
| Microsoft 365 Copilot (enterprise) | $30 per user per month, paid yearly | A separate qualifying Microsoft 365 enterprise license | Yes, for firms above 300 users or on enterprise agreements |
| Copilot on a personal Microsoft account | Consumer pricing | A personal Microsoft account | No. Consumer terms, keep client information out of it |
The table below uses Microsoft's listed Copilot Business add-on price and assumes you already pay for Microsoft 365. It licenses every person who would use it, which is how per user pricing works. CaseClerk is priced per account with a monthly page allowance, so adding a paralegal costs nothing.
| Firm size | Copilot Business add-on, list price, yearly | Copilot Business, promo price | CaseClerk (flat, not per user) |
|---|---|---|---|
| 3 lawyers | $63 a month, plus the Microsoft 365 licenses you already pay for | $54 a month | $99 a month, Solo, 2,500 pages |
| 10 lawyers | $210 a month | $180 a month | $249 a month, Professional, 10,000 pages |
| 25 lawyers | $525 a month | $450 a month | $499 a month, Firm, 30,000 pages |
| 25 lawyers plus 10 staff | $735 a month | $630 a month | $499 a month. Staff do not add cost |
The honest read: for a small firm where two or three lawyers draft all day, Copilot is cheaper and does more. The flat price wins when many people need to read the same matter files, or when the job is cited answers across a whole production rather than help writing in Word.
On a work account, Microsoft's commitments are the ones most firms need: tenant isolation, encryption at rest and in transit, existing access controls respected, and no use of prompts, responses or Graph data to train foundation models. The confidentiality risk at a law firm is usually internal, not Microsoft. Copilot answers from everything a user can reach, so a matter folder shared with the whole firm becomes a matter anyone can query. We covered the settings in detail in is Microsoft Copilot safe for law firms.
All three sell business plans that do not train on your data by default, at similar per seat prices. The difference is where they live. Copilot is inside Word, Outlook and Teams and reads your tenant. ChatGPT Business and Claude Team are separate apps that read only what you give them, which is a smaller ethical wall risk and more copy and paste. We price those plans on ChatGPT for lawyers and Claude for lawyers. None of the three is built to hold one matter's documents in a single scope and cite each answer back to the file.
Upload one real matter, ask the questions you would ask an associate, and see which document each answer came from. 25 pages, no card, published prices from $99 a month.
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