The Oklahoma Bar Journal September 2024

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to their offerings. AI features integrated within the practice management solution means there is already access to all the client information and docu ments stored in the solution. This makes them more convenient and simpler than using separate AI tools or services, particularly for automated document assembly. Jordan Turk, an attorney and legal technology advisor for Smokeball, discussed Smokeball’s AI-powered features that help lawyers automate tasks and streamline workflows. All attendees can now appreciate the benefits of AI within their prac tice management solution. The AI tools demonstrated had not yet been released to users, but they have been released since. To her credit, she also noted the status of various competitors’ AI development.

Microsoft 365 already houses billions of dollars of personal and corporate data, much of which should be kept confidential. Microsoft also labels its free browser-based AI service Copilot. So that can be confusing. But, while the service can be useful and a good way to experiment with AI, one should not rely on it for confi dential treatment of your prompts. FOR MANY LAWYERS, THEIR PRACTICE MANAGEMENT SOLUTION’S EMBEDDED AI TOOLS MAY BE THEIR BEST OPTION Many lawyers subscribe to an online practice management tool that manages client information. It is not an exaggeration to say that all these providers are work ing on adding AI functionality

one year of service. A business class Microsoft 365 subscription is required to qualify. You can limit Copilot subscriptions to those who will use them. While there is no free trial, a chatbot on the Microsoft website told me that any Microsoft license can be canceled within the first seven days for a full refund. Microsoft Copilot will provide answers based on everything con tained in your Microsoft graph. This means everything in OneDrive, Word documents, Outlook emails and files, PowerPoint presentations and Excel spreadsheets. Microsoft guarantees that none of your que ries will be used to train the system or allowed to leave your system. This is important for preserving client confidentiality, and that makes it one of the safest tools to use. One should appreciate that

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THE OKLAHOMA BAR JOURNAL