Microsoft Copilot

AI-driven contract review, right inside CLMS 360

Copilot reads your contracts so your team doesn't have to. Summarize agreements, flag risks early, suggest alternative clauses, and track obligations automatically — without leaving CLMS 360.

Product screenshot
Copilot contract summary panel inside CLMS 360 · 1200×900px · PNG/WebP
Why teams connect CLMS 360 to Copilot

AI-driven contract management, right in your hands

Copilot automates the parts of contract review that eat the most time — reading, comparing, and flagging — so legal and procurement teams can focus on decisions instead of document triage.

Secure & reliable

AI keeps your contracts fully protected with smart, always-on security built around your existing access controls.

Alternative clause suggestions

When a clause falls outside your preferred standards, Copilot proposes alternative language matched to your requirements.

Copilot contract review

Long agreements become short, readable summaries that surface the clauses and terms that actually need attention.

AI agents

Ask a question about any contract and get an immediate, precise answer without hunting through the document yourself.

Manage risks

Intelligent notifications flag contractual risks at an early stage, before they become negotiation or compliance problems.

Handle obligations

Deadlines, renewals, and approvals are centralized and monitored automatically, with alerts before anything is missed.

Setup process

Five steps to connect Copilot to CLMS 360

A one-time technical setup through Copilot Studio and Power Automate, configured once by your admin.

Setup flow diagram
Copilot Studio → Power Automate → CLMS 360 connection flow · 1000×625px · SVG/PNG
  1. Create a Copilot agent

    Build the agent in Copilot Studio and attach a knowledge base scoped to your contract library.

  2. Extract the security key

    Retrieve the Secret 1 key from Web Channel Security settings in Copilot Studio.

  3. Import the server solution

    Bring the Copilot server solution into Power Automate to handle the connection.

  4. Configure the flow

    Disable the New Designer and insert the security key into the imported flow.

  5. Enable in CLMS 360

    Turn on Copilot Integration inside CLMS 360 using the generated HTTP URL.

Quick answers

What people ask before connecting Copilot to CLMS 360

Can Microsoft Copilot review contracts inside CLMS 360?

Yes — Copilot reads the full contract and returns a simplified summary that highlights the clauses, obligations, and terms that matter most, so reviewers don't have to read every page manually.

Does the integration automate clause analysis?

Yes — Copilot analyzes existing clauses against your requirements and suggests alternative clause language where a contract's terms fall outside your preferred standards.

What are the steps to set up the Copilot integration?

Create a Copilot agent in Copilot Studio, extract the Secret 1 key, import the Copilot server solution into Power Automate, configure the flow with the key, then enable Copilot Integration in CLMS 360 with the generated HTTP URL.

Common questions

Microsoft Copilot integration, answered

Can Microsoft Copilot review contracts inside CLMS 360?

Yes. Copilot reads the full contract and returns a simplified summary that highlights the clauses, obligations, and terms that matter most, so reviewers don't have to read every page manually.

Does the integration automate clause analysis?

Yes. Copilot analyzes existing clauses against your requirements and suggests alternative clause language where a contract's terms fall outside your preferred standards.

How does the Copilot contract review workflow work?

Copilot converts a lengthy agreement into a concise summary, flags potential risks early, and answers follow-up questions about specific terms directly, without the reviewer leaving CLMS 360.

What are the steps to set up the Copilot integration?

Create a Copilot agent in Copilot Studio with a knowledge base, extract the Secret 1 key from Web Channel Security, import the Copilot server solution into Power Automate, configure the flow with the security key, then enable Copilot Integration inside CLMS 360 using the generated HTTP URL.

Can Copilot track contract obligations and renewal deadlines?

Yes. Copilot centralizes deadline, renewal, and approval monitoring, and sends intelligent notifications so nothing is missed as obligations come due.

Put Copilot to work on your contracts

A 30-minute walkthrough of AI-driven review, risk detection, and obligation tracking inside CLMS 360.