Outlook carries a large part of a lawyer's working day. With your approval, an agent can read matter-related email to draft time entries, check availability before offering a consultation slot and prepare reply drafts for a person to review. It can also watch a shared mailbox and route messages to the right team. Scope is set by mailbox, so you choose what the agent can see.
Time capture is a common starting point. The billing and time agent can read a day's matter email and calendar entries and propose time entries. A fee earner approves each one. Because the agent only proposes, a mistake costs a click to correct rather than a client complaint.
Email is the easiest way for a mistake to leave the firm, so we are careful here. Client-facing messages that carry legal weight stay as drafts for a person to send. Routine messages, such as appointment confirmations, can go automatically if you approve that rule.
Decide which mailboxes and calendars are in scope. Personal and privileged correspondence may need to stay out of reach, and a shared intake mailbox is often a good place to begin. Think about signatures and tone as well, because replies drafted for lawyers should sound like them.