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Connecting Juro to Microsoft Copilot

Search and work with your Juro contracts directly in Microsoft Copilot.

Written by Henry Warner

With Juro's Copilot connector, you can query and work with your Juro contract repository directly from Copilot.

💡NOTE: This connector observes your Juro document access permissions, so you can only see and query what you already have access to in the app.

Using the Copilot connector: what can I do with my contracts? ⚡️


Action

Result

Search for documents

Find the contracts you need by searching across your document metadata.

View a document

Pull the full content of a specific document into the chat so you can review it or ask questions about it.

Download a document

Get a download link so you can work with a document offline or in another app.

Create a contract

Create a new contract using one of your team's approved templates.

Update smartfields

Update smartfield values in a contract.

No more downloading contracts into Copilot 📂

If you've been downloading contracts from Juro and uploading them into Copilot to analyse them, you no longer need to. Asking through the Juro Contracts agent has three advantages:

  • No local copies. Your contracts stay in Juro instead of being saved on your device.

  • Always up to date. The agent works from the current version in Juro.

  • Permissions apply. Everyone only sees what they're allowed to see.

Creating contracts from templates 📝

When you ask the agent to create a contract, it follows the same steps you'd take in Juro, using one of your team's approved templates:

  • If your template has Q&A set up, the agent asks the required questions first. It then works out which conditional questions need your input.

  • If your template has no Q&A, the agent asks for the counterparty and creates the contract straight away. You can then fill in any other smartfields from the same chat.

Copilot may check with you before each step. This is normal, so just confirm to continue. The new contract appears in Juro, where you can carry on with your usual workflow.


Tips for better results 💡

  • Be specific. Include details such as the counterparty name, contract type, dates or governing law.

  • Combine conditions. You can put several criteria in one question, e.g. "active supplier contracts that renew before March".

  • Stay in the same chat for follow-ups. The agent keeps the context, so you can ask "what's the liability cap in that one?" without searching again.

  • Ask for the format you want. Copilot's answers can be quite long. Asking for "a one-line answer" or "a table" keeps them easy to scan.

  • Check what matters. For important decisions, open the contract in Juro to confirm the details.


For admins: getting the agent approved 🛡️

Some organisations need their Microsoft admin to approve new agents before people can use them. If that applies to you, send your Microsoft admin the following:

  • Agent name: Juro Contracts, available in the Microsoft 365 Copilot agent store.

  • Where to manage it: agent access is managed from the Microsoft 365 Admin Center.

  • What it can access: each user signs in with their own Juro account and can only see and do what they already can in Juro.

On the Juro side, an Org Admin also needs to enable the Copilot tile in Connectors (see Part 1).

Connecting the Copilot integration 🔗


Part 1: Enabling Copilot in Juro 🚀


🔦 REMINDER: Only Juro Org Admins can connect and manage your organization's connectors.

1. In your Connectors portal, click the Copilot tile.

2. Click Enable. The tile will show as Enabled after you switch it on.

⚠️ IMPORTANT (please read before enablement): Juro's AI tiles share one connector

The AI tiles in Juro Connectors share a single MCP connection: Enabling one AI tool in Juro (Enable) activates the connection for all of them, and disabling any one (Disable) breaks the connection with every AI tool.
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​There are separate tiles for each AI provider in the Connectors portal, but these are only to give you better visibility of your active connections.

To avoid your users from using Juro in a specific tool, you should remove Juro from that tool's own settings.

Part 2: Enabling Juro in Copilot 🤖


Next, in Copilot, follow the steps below to start using Juro from Copilot.

Please note that some Copilot instances may have admin guardrails on accessing agents. If this is the case, you will need to contact your Copilot or Microsoft Admin. Agent access can be managed from the Microsoft 365 Admin Center.

1. Open Agents in the left sidebar

2. Search for 'Juro Contracts', and add it from the agent store.

3. To connect it: Ask the agent a contract-related question. On first use, you will be prompted to sign in with your Juro account and allow the agent.

You can ask: "Find me the most recent contract in Juro" to trigger the first-time connection flow.

Using Copilot with Juro 🤝


Tag the Juro Contracts agent in your Copilot chat, then ask your question in plain language (e.g. "@Juro Contracts find my latest Acme Inc NDA"). You can use the agent in Copilot on the web or in Microsoft Teams.

The agent can see your contracts' details, such as smartfields and where each contract is in your workflow. It can also read the content of the documents themselves. This means you can ask about specific clauses without downloading anything.


Getting started with some example prompts 💬


What you want to do

Try asking

Find a specific contract

"@Juro Contracts find our most recent NDA with Acme Inc"

Check where contracts are

"@Juro Contracts which contracts are waiting for approval? Give me a short summary of each"

Search using contract details

"@Juro Contracts show me contracts signed in 2025 with governing law England and Wales"

Get a count

"@Juro Contracts how many of our contracts are governed by the laws of California?"

Pull out a clause

"@Juro Contracts what does the limitation of liability clause say in our MSA with Acme Inc?"

Compare across contracts

"@Juro Contracts compare the payment terms in our active supplier agreements, as a table"

Download a document

"@Juro Contracts give me a download link for the signed Acme Inc NDA"

Create a contract

"@Juro Contracts create an NDA with Acme Inc"

Update smartfields

"@Juro Contracts set the start date on that contract to 1 November 2026"


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💁‍♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.

Alternatively, you can email us at support@juro.com 🚀

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