71% self-service on NDAs and vendor reviews — enterprise legal intake with copilot workflows
A Fortune 500 legal team was drowning in NDA, vendor review and privacy DSAR intake tickets. pronix.ai deployed Microsoft Copilot Studio in Teams with SharePoint-grounded playbooks and ServiceNow Legal case creation — 71% of requests handled without a lawyer touching them.
- Client
- Fortune 500 enterprise, 62,000 employees
- Industry
- Enterprise
- Platform
- Microsoft Copilot Studio · SharePoint · ServiceNow Legal · Microsoft Teams
*Representative outcome; results vary by client, scope and platform configuration.
The challenge
Legal intake was a shared mailbox, three SharePoint sites and a lot of Slack DMs. Employees couldn't find the right template, and legal ops was spending 40% of its week routing tickets that shouldn't have needed a lawyer at all.
Our approach
Three intents, three playbooks
Locked scope to NDA request, vendor review triage and privacy DSAR intake — the three intents that made up 78% of volume — each grounded on a sanctioned playbook.
Teams-native surface
Deployed as a Copilot Studio agent in Teams; employees filed intake in the tool they already worked in.
ServiceNow Legal case spine
Every request that needed a lawyer created a ServiceNow Legal case with the right template, the right priority and the right routing — no manual triage.
Sensitive-topic hard routing
Anything touching regulatory, employment or litigation-hold hard-routed to a named attorney within one turn.
Illustrative case study. Scenarios, metrics, quotes and client details are representative composites based on Pronix engagements and industry benchmarks unless a named client is shown with written consent. Outcomes vary by client, scope, data quality and platform configuration. Nothing on this page is a guarantee, warranty or professional advice. See our Terms of Use for the full disclaimer.
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