Microsoft Copilot

This topic describes how to set up and use Microsoft Copilot with the Relativity plugin.

Prerequisites

Before you can use the Relativity plugin in Microsoft Copilot, confirm that you have the following:

A RelativityOne instance with the MCP server enabled by Relativity Support.
A Microsoft Copilot license.
The Relativity plugin enabled for your account by your IT administrator.
You must be a System Administrator in the RelativityOne instance.

Setting up Microsoft Copilot Chat

Your IT administrator must enable the Relativity plugin for your account before these steps will work. If Relativity does not appear under Sources, contact your IT administrator.

Follow these steps to connect the Relativity plugin to your RelativityOne instance:

Open the Microsoft Copilot app at m365.cloud.microsoft or via microsoft365.com. You can also open it from Microsoft Teams or any other Microsoft 365 application by selecting the Copilot icon.
Select the Settings icon in the top right corner, then select Sources.
Under Sources, find Relativity and confirm it shows as connected. If it shows as disconnected, click Connect.
When prompted, enter your RelativityOne tenant hostname. To find it, open a browser, sign in to RelativityOne, and look at the first part of the web address. For example, if your URL is https://kcura.relativity.one/Relativity, enter kcura. The .relativity.one suffix is already filled in.
Select Continue. You are redirected to the RelativityOne sign-in page. Authenticate with your RelativityOne credentials.
After a successful sign-in, you are redirected back to Microsoft Copilot and the plugin is ready to use.

Work IQ must be active. The Relativity plugin only works in Work IQ mode. Look for the Work IQ button in the top left of Copilot Chat and select it before sending a prompt. If you do not see it or it cannot be selected, contact your IT administrator.

To verify the connection is working, send the following prompt: Am I connected to RelativityOne? Which instance?

Setting up Microsoft Copilot Cowork

Copilot Cowork is Microsoft's agentic experience for delegating long-running, multi-step work. You can use the Relativity plugin within Cowork to perform RelativityOne administration tasks through natural language.

Your IT administrator must enable the Relativity plugin for your Copilot account before these steps will work.

Connecting the plugin

In Microsoft Copilot, select Cowork at the top, then select Customize in the left navigation panel.
Search for Relativity, select Install, and toggle it on.
When prompted, enter your RelativityOne tenant hostname. To find it, open a browser, sign in to RelativityOne, and look at the first part of the web address. For example, if your URL is https://kcura.relativity.one/Relativity, enter kcura. The .relativity.one suffix is already filled in.
Select Continue. You are redirected to the RelativityOne sign-in page. Authenticate with your RelativityOne credentials.
After a successful sign-in, the plugin is connected and ready to use.

To verify the connection is working, send the following prompt: Am I connected to RelativityOne? Which instance?

Available capabilities by client

Read tools retrieve information from RelativityOne without making any changes: listing workspaces, users, groups, matters, and usage data. They are safe to run at any time.

Write tools create, edit, or delete objects in RelativityOne. These actions are permanent and are attributed to your identity in Relativity Audit.

Client	Tool access	What you can do
Copilot Chat	Read only	Query and retrieve information: list workspaces, users, groups, clients, matters, fields, and usage reports. No changes are made to your instance.
Copilot Cowork	Read and Write	Everything available in Copilot Chat, plus create, edit, and delete operations

Elicitation support

The MCP server supports elicitation for certain tool calls, which prompts you for confirmation or additional input before executing create, edit, or delete operations. Elicitation support varies by client; in clients that do not support elicitation, tools will execute immediately without a confirmation prompt.

Client	Elicitation Supported	Behavior
Copilot Chat	No	Executes immediately without a confirmation prompt.
Copilot Cowork	Yes	Prompts for confirmation before executing.

Elicitation support is a third-party client dependency and is subject to change. Check your client's documentation for the most current status.

Frequently asked questions

Do I need to be an M365 administrator to set this up?
No. You only need your IT administrator to enable the Relativity plugin for your account. Once enabled, you connect the plugin yourself through Copilot Chat Settings | Sources or through Cowork's Customize menu. No M365 admin rights are required for the connection steps.

Why can't I see the Relativity plugin in Sources?
The plugin must be enabled for your account by your IT administrator. If you do not see it under Settings | Sources in Copilot Chat, ask your administrator to verify that the plugin has been assigned to your account.

What happens when I use an elicitation-enabled tool in Microsoft Copilot Chat?
Tools execute immediately without a confirmation prompt, since Microsoft Copilot Chat does not currently support elicitation. If you need the confirmation step, use Copilot Cowork. Elicitation support is determined by the client vendor and is subject to change.

Can I ask Copilot Chat/Cowork what it can do with RelativityOne?
Yes. Copilot Chat/Cowork has visibility into all available MCP server tools. Send a prompt such as What RelativityOne tools do you have access to? and the Copilot Chat/Cowork will respond with the actions available to it.