How Law Firms Are Using AI—and the Opportunities This Presents

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According to ILTA’s 2025 Technology Survey, 80% of law firms are either “using or exploring” artificial intelligence. That number is striking—but it deserves some context.

“Exploring” is really the first stage of any AI journey, and it can mean everything from attending a webinar… to running a small pilot… to simply keeping an eye on the market. Still, the takeaway is meaningful: nearly every firm surveyed has at least begun engaging with AI in some way.

At Optimal, we’ve supported law firms for more than three decades, and we’ve watched emerging technologies reshape workflows, client expectations, and competitive pressures. AI is following the same pattern—but with significantly more speed.

Here’s what’s happening inside firms, and where the real opportunities lie.

What Firms Have Learned So Far

Across firms, early experimentation has shown that AI tools are especially strong when it comes to summarizing documents, conversations, and transcripts. These use cases save attorneys meaningful time without exposing the firm to undue risk.

Legal research, on the other hand, remains a more challenging application. While tools are improving, firms continue to approach research-related tasks with caution—and rightly so.

Which AI Tools Are Actually Being Used?

The tools seeing the most traction include:

  • Microsoft Copilot
  • CoCounsel by Thomson Reuters
  • Westlaw AI

Notably, Copilot is receiving particularly positive feedback. But the same is true for document management solutions and even Microsoft Teams—a sign that firms are embracing technologies that streamline collaboration as much as those that introduce advanced automation.

This matters: improved collaboration and improved AI readiness often go hand-in-hand.

Two Big Opportunities for Forward-Thinking Firms

Based on the sentiment in the ILTA report and what we see across our client base, two significant opportunities stand out.

1. Move Beyond “Exploring” With a Methodical Approach

If most firms are still testing the waters, then firms willing to take a structured, strategic approach can leap ahead.

Our AI Foundations service was designed to help firms do exactly that:

  • Evaluate readiness
  • Create an AI use policy
  • Train an internal taskforce
  • Run pilot programs
  • Roll out tools safely and effectively
  • Identify high-value use cases worth scaling

This kind of methodical implementation will differentiate firms as AI capabilities mature.

2. Build Buy-In Through Standard Collaboration Tools

AI adoption becomes dramatically easier when attorneys and staff already feel confident in the tools they use daily.

If your document management system, Teams environment, or basic workflow tools aren’t fully optimized, AI will feel like a leap. But when collaboration is smooth and intuitive, AI feels like a natural extension of existing work—not a disruption.

Investing in these “standard” collaboration systems is often one of the most effective ways to build momentum and support for AI initiatives.

Best of Luck on Your Journey—And Let Us Know If You Want a Guide

Whether you’re ready to move past exploration or simply need stronger foundational tools in place first, we’d be happy to help. Our CIO Consulting team supports firms through strategic assessments, AI readiness engagements, and implementation planning to ensure your investments align with your risk tolerance, workflows, and long-term goals.

Law Firm AI FAQ

Law Firm AI FAQ

How are law firms using AI today?
Primarily for summarizing documents, transcripts, and communications—tasks that reduce administrative workload without introducing heavy risk.
Are AI tools reliable for legal research?
Not yet. Firms continue to use research-oriented AI cautiously, supplementing it with traditional research platforms and attorney review.
Which AI tools are most common in law firms?
Microsoft Copilot, CoCounsel by Thomson Reuters, and Westlaw AI currently lead adoption.
Why is Microsoft Copilot generating positive feedback?
Because it integrates directly into the Microsoft 365 ecosystem firms already use, reducing friction and improving productivity.
What is the biggest opportunity for firms adopting AI?
Moving beyond exploration with a structured strategy—one that includes clear policies, trained teams, and defined use cases.
How do collaboration tools influence AI adoption?
Strong collaboration environments—like well-implemented DMS and Microsoft Teams—make AI feel more intuitive and increase user buy-in.
How can a firm start building an AI strategy?
A readiness assessment or structured program like AI Foundations provides clarity around tools, policy, data hygiene, and rollout plans.

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