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ChatGPT vs Claude vs Copilot for Lawyers

The three assistants law firms actually evaluate, compared on the firm plans, what each vendor says about your data, where each helps with legal work, and the job none of them is built to do.

For most law firms the choice comes down to where lawyers already work. Microsoft 365 Copilot lives inside Word, Outlook and Teams, so it fits firms standardised on Microsoft 365. ChatGPT Business or Enterprise and Claude Team or Enterprise are standalone workspaces that are strong at drafting, summarising and working through long documents. All three need a lawyer to check every citation. None of them runs the firm's back-office workflows across Clio, NetDocuments or iManage unattended.

The firm plans, side by side

Individual plans (ChatGPT Plus, Claude Pro, consumer Microsoft 365 plans) are not what a firm should put client work into. The comparison that matters is between the business tiers each vendor sells to organisations. Prices and wording below are the vendors' own, as of September 2026; follow the links for the current terms.

AssistantFirm plans and published priceTraining on your data (vendor wording)Vendor-stated certifications and admin controls
ChatGPT
Own web, desktop and mobile apps
Business (2 to 200 users): standard seat $20/user/mo billed annually ($25 monthly), premium seat $100 ($125 monthly). Enterprise via sales (OpenAI pricing)"No training on your business data by default"SOC 2 Type 2 on Business and Enterprise; SAML SSO, MFA, centralised admin, usage analytics
Claude
Own web, desktop and mobile apps
Team: standard seat $20/seat/mo billed annually ($25 monthly), premium seat $100 ($125 monthly). Enterprise $20/seat/mo billed annually, plus usage that "scales with model and task" (Claude pricing)Team: "No model training on your content by default". Enterprise: "None by default"Enterprise: SOC 2, ISO 27001, GDPR, CCPA; SSO, SCIM, role-based access, audit logs, custom retention
Microsoft 365 Copilot
Inside Word, Excel, PowerPoint, Outlook and Teams
$30/user/mo paid yearly, or $31.50 paid monthly with an annual commitment, on top of a qualifying Microsoft 365 plan (Microsoft pricing)"not used to train foundation models"See Microsoft's trust documentation; Copilot Analytics, SharePoint Advanced Management
Firm plans for ChatGPT, Claude and Microsoft 365 Copilot, from each vendor's own pages as of September 2026. Quoted wording is the vendor's; it is not our assessment of their security.

What each vendor says about your data

Confidentiality is the first question a firm asks, and it is one we will not answer on the vendors' behalf. Here is what each says, in its own words, with the page it says it on. Your IT, risk and general counsel teams should read the underlying terms, not a summary.

  • OpenAI (ChatGPT Business and Enterprise). Its enterprise privacy page says: "We do not train our models on your data by default" and that OpenAI "encrypts all data at rest (AES-256) and in transit." On retention it says workspace admins control how long data is kept, and deleted conversations are removed within 30 days unless the law requires otherwise (OpenAI enterprise privacy).
  • Anthropic (Claude Team and Enterprise). The pricing page lists "No model training on your content by default" for Team, and the Enterprise page says: "Your prompts, data, and results are not used to train our models by default." Enterprise adds audit logs and data retention controls (Claude Enterprise).
  • Microsoft (Microsoft 365 Copilot). The Copilot page says: "Be confident your data is encrypted at rest and in transit, isolated between tenants, and not used to train foundation models." Copilot works over the documents and email a user can already access in Microsoft 365 (Microsoft 365 Copilot).

Vendor terms are only half of the question. The ABA's Formal Opinion 512 (July 2024) says lawyers using generative AI must understand the tool's capabilities and limits, protect client information, communicate with clients about its use, and charge reasonable fees. It recommends informed client consent before client confidences go into a generative AI tool, and says boilerplate consent in an engagement letter is not enough. Your state bar may have its own guidance.

What each is good at for legal work

Drafting

All three produce a usable first draft of a demand letter, a client update, a clause or an internal memo, and all three improve sharply when you give them the firm's own precedent to work from. Copilot has the advantage of drafting where the document already lives: in Word, next to the firm's template, and in Outlook, inside the thread you are replying to. ChatGPT and Claude are separate workspaces, so the precedent and the output travel by upload and copy-paste unless you connect them to your document store.

Summarising and reviewing

Summarising a deposition transcript, a long email chain or a set of contract amendments is where these tools save the most time. Claude and ChatGPT handle long uploads well and let you ask follow-up questions across a set of files in a project. Copilot summarises what is already in the tenant, such as a Teams meeting you attended or a SharePoint folder you have access to, without moving the files anywhere else.

Research, with a caveat

General-purpose models are not citators. They can help frame an issue, suggest search terms, explain a doctrine in plain language and summarise authorities you provide, but a case name, pin cite or quotation they generate has to be verified against a primary source before it goes anywhere. Courts have sanctioned lawyers for filing briefs with citations an AI tool invented. If research is the main use case, legal research products built on a citator are the better fit; our guide to legal AI tools covers them.

A practical rule many firms adopt: the assistant can propose, a lawyer must dispose. Every citation is pulled and read, every factual statement about the matter is checked against the file, and the output is treated as a draft from a junior colleague, not as work product.

ChatGPT for lawyers

ChatGPT Business is sold to teams of 2 to 200 on standard or premium seats, and Enterprise is sold through OpenAI's sales team. OpenAI lists connections to Google Workspace, Microsoft 365, Slack and others, plus "workspace agents for customized workflows" ( OpenAI pricing). For a firm, the draw is a general-purpose assistant with custom GPTs: a firm can build one that knows its style guide or its intake checklist and share it across the practice group.

Choose ChatGPT if your lawyers want one flexible assistant for drafting, analysis and brainstorming, you are not standardised on Microsoft 365, and you want to build shared assistants for recurring tasks.

Claude for lawyers

Claude Team is priced per seat with standard and premium tiers; Enterprise adds SCIM, role-based access, audit logs and custom data retention (Claude pricing). Anthropic lists connectors for Microsoft 365, Gmail, Google Drive and Slack on the Enterprise page. The legal tasks that suit it best are long-document ones: reading a full agreement set and answering questions across it, or redrafting in a consistent voice.

Choose Claude if your heaviest use is reading and drafting against long documents, and you want admin controls such as audit logs and retention settings on the Enterprise plan.

Firms that also use Claude Code to build their own automations should read is Claude Code reliable for law firms? before putting it near matter data.

Microsoft 365 Copilot for lawyers

Copilot is an add-on to a qualifying Microsoft 365 plan, and it works inside the apps most firms already use all day. Microsoft says it can search work data "including LOB applications and services using 100+ connectors" and includes agents grounded in work data (Microsoft 365 Copilot). For a firm on Microsoft 365, the draw is that nothing new has to be approved as a separate data store: Copilot reasons over what each user can already see.

That same design means Copilot is only as tidy as your permissions. If a SharePoint site is open to the whole firm, Copilot can surface it to the whole firm, so an access review is sensible before rollout.

Choose Copilot if your firm runs on Word, Outlook and Teams and you want AI where the work already is, under the Microsoft agreement you already have. See is Copilot reliable for law firms? for how it behaves on legal work specifically.

What none of them do

All three are assistants: they help a person, inside a conversation or a document, and they wait to be asked. That is the right design for drafting and analysis. It is a different job from the repetitive business-side work that fills a firm's operations team's day:

  • A new matter email arrives; the conflict check runs; the matter is opened in Clio; the engagement letter goes out through DocuSign.
  • Every attachment that lands in a shared inbox is identified, named to the firm's convention and filed to the right workspace in NetDocuments or iManage.
  • Before bills go out, time entries in Elite 3E are checked against each client's billing guidelines and flagged for the billing partner.

Each of those runs on a trigger, touches three or four systems, has to happen the same way every time, and needs a record of what ran. The assistants can connect to some tools, and each vendor is adding agent features, but running a scheduled, logged workflow across a practice management system and a document management system is not what they are built for. We map exactly where the connections stop in what Copilot and Claude can't connect to, with system-by-system detail for iManage and NetDocuments.

ChatGPT, Claude or CopilotCaddi
JobHelp a person draft, summarise and analyseRun the firm's repetitive workflows across its systems
Who starts itA lawyer or staff member, each timeA trigger: an email, a form, a schedule, a record change
SystemsIts own workspace plus the connectors it offersClio, NetDocuments, iManage, Elite 3E, DocuSign, Microsoft 365 and more
How it runsA model generates a response each timeDeterministic code, the same way every run; any model step is scoped and logged
RecordConversation historyEvery run logged, reviewable and traceable to source
Assistants and workflow automation do different jobs. Most firms that use Caddi keep their assistant.

Where Caddi fits

Caddi is for the business side of the firm, not for legal analysis. Lawyers keep ChatGPT, Claude or Copilot for drafting and review; Caddi runs the intake, filing, billing and records work around the matter.

  • Discover finds the repetitive work in the tools your team already uses and ranks it by the hours it takes.
  • Automate: the operations person shows the workflow once, and Caddi builds it as deterministic code. No IT project.
  • Govern: every run is logged and reviewable, so the firm can show what ran, when and on what data.

AI builds it, verified code runs it, and any model step inside a run is scoped, logged, and reviewable. Caddi is SOC 2 compliant. Plans start with a free Individual plan; Team is $250 per user per month (pricing).

Choose something else if what you need is help writing and reviewing legal documents. That is an assistant's job, and one of the three above, or a legal-specific tool, will serve you better.

Pick the assistant that matches where your lawyers work: Copilot for Microsoft 365 firms, ChatGPT or Claude for a standalone workspace. Verify every citation. For the workflows that move matters through Clio, NetDocuments and iManage, use a workflow layer such as Caddi alongside it.

How to choose, by firm size

Solo and small firms. Cost and simplicity decide it. If you already pay for Microsoft 365, the Business Standard or Business Premium bundles with Copilot keep everything in one agreement. If not, a handful of ChatGPT Business or Claude Team seats is the quickest start. Either way, set a written rule for what may and may not be entered.

Midsize firms. Admin controls start to matter: SSO, retention settings and a way to see usage. Run a short pilot with two practice groups on two tools, on real (consented or non-confidential) work, and compare the time saved and the review burden.

Large firms. Most end up with more than one tool: an enterprise assistant for everyone, a legal-specific platform for research and review, and a workflow layer for operations. The governance question is the same across all three: who can use it, on what data, and what record is kept.

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Frequently asked questions

Is ChatGPT, Claude or Copilot best for lawyers?

It depends on where the firm already works. Copilot sits inside Word, Outlook and Teams, so it suits firms standardised on Microsoft 365. Claude and ChatGPT are standalone workspaces that many lawyers use for drafting, summarising and working through long documents. All three need a lawyer to verify every citation and every legal conclusion before it is relied on.

Can lawyers use ChatGPT or Claude with client information?

Only on a plan and under terms the firm has reviewed. OpenAI says it does not train on business data from ChatGPT Business and Enterprise by default, and Anthropic says the same for Claude Team and Enterprise. ABA Formal Opinion 512 also expects lawyers to understand the tool and, in many cases, obtain informed client consent before inputting confidential information.

Can ChatGPT, Claude or Copilot do legal research?

They can help frame a question, summarise authorities you provide and draft an outline. They are general-purpose models, not citators, so any case, statute or quotation they produce has to be checked against a primary source such as Westlaw or Lexis. Courts have sanctioned lawyers who filed briefs containing citations an AI tool invented.

How much do ChatGPT, Claude and Copilot cost for a law firm?

As of September 2026, ChatGPT Business standard seats are $20 per user per month billed annually, Claude Team standard seats are $20 per seat per month billed annually, and Microsoft 365 Copilot is $30 per user per month paid yearly on top of a qualifying Microsoft 365 plan. ChatGPT Enterprise is sold through sales.

Can these assistants update Clio, NetDocuments or iManage on their own?

Not as an unattended, scheduled workflow. All three can connect to some business tools and help a person inside a conversation, but none is built to watch an inbox, file documents to the right matter and update the practice management system on every trigger, with each run logged. That is a workflow automation job rather than an assistant job.

Where does Caddi fit alongside ChatGPT, Claude or Copilot?

Caddi covers the business side of the firm. Discover finds repetitive work in the tools you already use, Automate builds it from one demonstration as deterministic code, and Govern logs every run. Lawyers keep their assistant for drafting and analysis; Caddi runs intake, filing and billing workflows across Clio, NetDocuments and iManage.