Claude for Microsoft 365: AI for Law Firms and Accountants
Claude is a reasoning AI that connects to your Microsoft 365 environment. It handles document analysis, knowledge synthesis, and draft preparation for law firms and accountancy practices, with full governance and human oversight built in.
How law firms and accountants use Claude with Microsoft 365
Knowledge synthesis across SharePoint and email
Search and summarise across documents, emails, and SharePoint libraries without opening every file. Ask questions about your case files or client records, and get answers grounded in your own data.
Contract and document analysis
Review contracts, correspondence, and reports. Extract key clauses, flag inconsistencies, and prepare summaries for partner or manager review.
Draft preparation
Generate first drafts of letters, memos, and internal notes based on your firm's context and tone. Every draft reviewed before sending.
Research and multi-step reasoning
Analyse complex scenarios, compare options, and prepare structured recommendations. Useful for due diligence, compliance checks, and advisory work where context spans many documents.
Data governance: your firm stays in control
Scoped data access
Claude only accesses the SharePoint sites, email folders, and document libraries you explicitly approve. No broad access to your Microsoft 365 tenant.
Human review on all outputs
Every draft, summary, and recommendation is presented for human approval before use.
No training on your data
Claude does not use your firm's data to train its models. Your information stays private.
Audit logging
Every query and response is logged. Your compliance team can review what was asked, what Claude returned, and who approved it.
When Claude is the right choice
Claude fits best when your practice needs deep reasoning across large document sets, nuanced draft preparation, or research synthesis that spans dozens of files. It complements Microsoft Copilot rather than replacing it. For firms that want both tools, Evoloop designs governed hybrid setups.
Compare Claude and CopilotCommon questions
Yes, through governed connections. Claude connects to approved SharePoint sites, email folders, and document libraries. Permissions are scoped per team or matter, and reviewed regularly.
No. Anthropic does not use your data to train Claude. Your information stays within your governed environment.
They serve different purposes. Copilot works inside Microsoft apps like Word, Outlook, and Teams for everyday tasks. Claude excels at deeper reasoning, multi-document analysis, and knowledge synthesis. Many law firms and accountancy practices benefit from both.
No. Claude and Copilot work well together. Evoloop can design a hybrid approach that uses each tool where it fits best.
See how Claude fits your Microsoft 365 workflows
Book a 30-minute workflow review for an honest assessment of where Claude adds value in your practice, and where it does not.