Copilot for Legal
Ask Copilot Anything, About Your Firm
Nexian can connect Microsoft Copilot (and Azure Foundry) directly to your practice management system and legal tools, so fee earners can ask plain-English questions and get live answers from their own data in seconds. No dashboards. No exports. Just the answer.
Practice Management
Actionstep, Minerva, and any PMS with an open API. Matter data, WIP, deadlines, and client records — all queryable in plain English.
Document Management
iManage, NetDocuments, and M365 SharePoint. Find documents, review precedents, and surface file history without leaving your workflow.
Finance & Billing
Xero, Sage, and your PMS billing module. Invoice status, matter profitability, write-off analysis, and cash flow are answered instantly.
AMl & Compliance
FirstAML, SmartSearch, and Thirdfort. Real-time AML status, expiry alerts, and sanctions screening — surfaced in the same Copilot interface.
Built & live NOW
Copilot For
We've built it, tested it, and it's working. Our Actionstep Copilot integrationgives fee earner a natural language window into their practice management system. Ask it anything. It goes and gets the answer.
Delivered inside Microsoft Copilot or as a standalone browser interface. Pre-built prompt flows get your team productive from day one , with freeform queries coming in Phase 2.
Five Use Cases
Matter Intelligence
"Which of my matters haven't had any time recorded in the last 14 days?"
Last activity, status overview, and time recording gaps across your matter list.
Billing & WIP
"Show me all matters where WIP has reached 80% of the agreed budget."
Unbilled WIP by fee earner or team, and budget exposure at a glance.
Deadline Monitor
"What key dates are coming up in the next 7 days with no task owner assigned?"
Critical deadlines at risk surfaced before they became problems.
Fee Earner Overview
"Give me a summary of my own matters, WIP, and billing position this month."
A personal financial and matter dashboard in plain English, on demand.
Client Contact Gaps
"Which active clients haven't had any recorded contact in the last two weeks?"
Spot relationship gaps before clients notice them.
What people are saying
“By the same illusion which lifts the horizon of the sea to the level of the spectator on a hillside, the sable cloud beneath was dished out, and the car seemed to float in the middle of an immense dark sphere, whose upper half was strewn with silver.”
Joe Smith
Job Title
“By the same illusion which lifts the horizon of the sea to the level of the spectator on a hillside, the sable cloud beneath was dished out, and the car seemed to float in the middle of an immense dark sphere, whose upper half was strewn with silver.”
Joe Smith
Job Title
“By the same illusion which lifts the horizon of the sea to the level of the spectator on a hillside, the sable cloud beneath was dished out, and the car seemed to float in the middle of an immense dark sphere, whose upper half was strewn with silver.”
Joe Smith
Job Title
“By the same illusion which lifts the horizon of the sea to the level of the spectator on a hillside, the sable cloud beneath was dished out, and the car seemed to float in the middle of an immense dark sphere, whose upper half was strewn with silver.”
Joe Smith
Job Title
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What comes next
From Retrieval
To Automation
Retrieve & answer
A fee earner asks a question. Copilot queries the connected systems and returns a live, accurate answer. Available now.
Monitor & alert
Agents watch for conditions — expiring deadlines, AML renewals, and billing thresholds — and flag them proactively. Coming in 2026.
Act autonomously
Multi-step agents execute complete workflows — onboarding, billing, compliance — with human approval at key decision points. Client-funded build.
Professional Support plan for actionstep
What's included
Workflow Development
Our service analysts and consultants provide guidance to your staff on how to use the core functions of the Actionstep system.
Document Coding
Ensuring the workflows that have been developed by Nexian or others operate effectively.
Tech Skills Assessment
Our legal cashier experts can support your team in any tasks undertaken within the Actionstep system.
Legal Process Analysis
Our service analysts help resolve issues with the core functions of your Actionstep system.
Report Development
Our analysts can help you resolve any problems with your suite of Actionstep reports.
Precedent Maintenance
Our analysts and advisors can provide advice on the capabilities of the Actionstep system and the tools that integrate into it.