HighQ MCP
Search
Search HighQ Help and Support.

This article applies to:

HighQ MCP with Microsoft Copilot

Overview

Your matters already live in HighQ, so you should not need to re-upload documents or re-enter information when working with Microsoft Copilot. Connecting HighQ to Copilot allows supported Copilot experiences to access the matter details and documents you are authorised to use.
How you access HighQ depends on the Copilot experience you are using. Choose the experience that best suits what you want to do.
  • Copilot Chat:
     Ask questions about HighQ content in plain language, such as checking the status of an open matter, finding a document, or identifying members of a matter team.
  • Researcher:
     Use HighQ as a source when a research task requires a detailed, report-style response based on HighQ content.
  • Copilot Cowork:
     Install and connect the HighQ plugin to run multi-step tasks across Microsoft 365, including preparing emails or Teams messages from matter updates and tracking actions. Cowork can also run recurring tasks and deliver results through supported Microsoft 365 channels.
  • Copilot for Legal:
     Use HighQ matter content with legal workflows in Word and Copilot Cowork, including contract review, drafting from a precedent, extracting obligations and deadlines, and preparing a case chronology.
  • Copilot Workspaces:
     Combine HighQ matter content with shared documents in one workspace, so a team can ask questions and follow up from the same context, for example when reviewing a due diligence site.

Before you begin

  • Confirm that your Microsoft Copilot licence supports plugins. Plugins require a Copilot (Premium) licence.
  • Cowork is available as an add-on to Copilot Premium and requires a separate subscription in addition to the Copilot Premium licence.
  • Confirm that HighQ MCP is enabled for your HighQ instance. If you are unsure, contact HighQ Support.
  • You have the URL of the HighQ instance you want to connect to.
  • You have valid HighQ login credentials for that instance.

Connect HighQ to Microsoft Copilot

Connect HighQ to Microsoft Copilot to access your authorised HighQ matter context from supported Copilot surfaces. Follow the instructions for the Copilot surfaces you want to use.
To connect:
  1. Open Copilot.
  2. In the upper-right corner, select the ellipsis (...), and then select
    Settings
    .
  3. On the
    Settings
     page, search for HighQ, and then select
    Connect
    .
  4. You are directed to the connection page.
  5. Select
    Continue to HighQ
    . On the Thomson Reuters-hosted page, enter the URL of your HighQ instance, and then select
    Continue
    . For example:
  6. On the HighQ login page, sign in using your HighQ credentials.
  7. When prompted, select
    Allow
     to authorise Copilot to access HighQ on your behalf.
  8. After you return to Copilot, confirm that HighQ is enabled and that the available tools are displayed.

Use HighQ as a source in Copilot Chat

Use HighQ as a data source when you want Copilot Chat to retrieve information from your connected HighQ instance.
  1. Open Copilot Chat and start a new chat.
  2. Select the plus (+) icon, and then select
    Change data sources
    .
  3. Under
    Sources
    , select
    HighQ
    . It appears alongside other available plugins.
  4. Enter a prompt and run it. Copilot retrieves relevant information from HighQ.
note
If several data sources are available, mention HighQ explicitly in the prompt to identify the intended source. For example: @HighQ, [enter your prompt]. If your use case is specific to HighQ, we recommend disabling other plugins.
Example: Analyse an iSheet
This example shows how Copilot can analyse the Legal intake iSheet to help you triage open requests. Copilot organises the open requests, identifies who owns each one, works out how long each request has been open, checks for missing documents and then recommends the order in which to handle them.
For a clear, structured response, add specific criteria to your prompt, such as the fields you want returned or how requests should be prioritised. Mention HighQ in the prompt so that Copilot retrieves the information from the right source.
The following example shows how Copilot can analyse the Legal intake iSheet, organise open requests, identify ownership, calculate the age of each request, check for missing documents, and recommend a triage order. Include specific criteria in the prompt to receive a structured response focused on the required information.

Use HighQ in Researcher

Researcher is a Microsoft-built agent that produces detailed, structured reports. When your research question requires information from your HighQ instance, select HighQ as a source. Researcher uses the HighQ connection you already set up in Copilot Chat, so no separate setup is needed.
  1. In Copilot, open Researcher.
  2. Select HighQ as a source.
Example: Identify leases that have not been abstracted
In this example, Researcher compares the Lease extraction iSheet on a HighQ site with the original lease documents in the Lease agreements folder. A manual review would mean opening each document and finding its iSheet record. Researcher compares both sources for you. For each abstracted lease, it returns the lease title, lease amount, break clause and linked file. It also lists any lease documents in the folder that haven't been abstracted into the iSheet yet.
Before it starts, Researcher may ask a few clarifying questions, such as how to match records or how long the report should be. It then shows a research plan that you can edit, checks off each step as it works, and delivers a report with an executive summary, supporting tables and warnings. Read the executive summary for the direct answer, then use the tables to find documents marked Not abstracted. Check any warnings before you continue, as they point to information Researcher couldn't verify or access.
In this example, Researcher compares the Lease extraction iSheet on the [site name] site with the original lease documents in the Lease agreements folder.
A manual review would require opening each document and locating the corresponding iSheet record. The Researcher can compare both sources and identify missing records.
Prompt: On [site name], compare the Lease extraction iSheet against the Lease agreements folder. For each abstracted lease, show the lease title, lease amount, break clause and the linked file. Then tell me which lease documents in the folder have not been abstracted into the sheet yet.
How the request is processed
  • Researcher checks it understood. It may ask a few clarifying questions, such as how to match records and whether you want a short or long report. Answer them or reply, "Go ahead with your best judgment".
  • It writes a research plan. You see the plan before any work starts and can edit it. Here, it planned to read the iSheet and the folder, extract the lease details, match each record to its document, check for duplicates and broken links, and prepare the report.
  • It works through the plan. Each step is ticked off as it is completed, and you can add instructions while it runs.
  • It delivers the report, with an executive result, tables, and caveats.
Review the executive summary for the direct answer, and then use the supporting tables to identify documents marked Not abstracted. Review any warnings before proceeding because they identify information that Researcher could not verify or access.

Use HighQ in Copilot Cowork

Cowork carries out multi-step tasks, displays its planned and completed actions, and can repeat tasks on a schedule. It can also deliver results by email and Teams where configured.
Install and connect the HighQ plugin
  1. In Copilot Cowork, select the plus (+) icon, and then select
    plugins
    .
  2. Open the marketplace and search for HighQ. If HighQ has not been added previously, it appears under
    Get started
    .
  3. Open the HighQ plugin and select
    Install
    . Plugins are disabled by default the first time, so you must enable it. Select
    Connect
    , if not connected already.
note
Installing the plugin does not connect it automatically.
  1. You are then directed to the instance URL page. Enter your HighQ instance URL, sign in with your credentials, and authorise access.
  2. You are then returned to Cowork, and the plugin displays a
    Connected
     status.
  3. Select
    New task
    , and you can run a prompt straight away.
Example workflow: Review claim documents
The below example shows how Cowork can use HighQ matter content to review claim folders and summarise Statements of Claim. You ask Cowork to work through every claim in the Litigation overview iSheet, find the linked Case files folder and list its documents. It then opens each Statement of Claim and summarises the allegations, the parties and the period covered. Cowork also flags any claim with an empty folder or a missing document.
When you start the task, Cowork names it after your request and shows its planned steps in the
Workspace
 panel. Under
Skills & Plugins
, you can see that the HighQ plugin is in use. As it works, Cowork lists sites, iSheets and folders, searches the iSheet and reads the text and metadata of each file, and every action appears in the task workspace. The result is a table that shows each claim, its linked folder, and its documents, whether a Statement of Claim is present, and any gaps that need attention.
The following example shows how Cowork can use HighQ matter content to review claim folders and summarise Statements of Claim.
Prompt: For every claim in the Litigation overview on Claim Management International, tell me which Case files folder it links to, list the documents in that folder, and open the Statement of Claim. Summarise what is alleged, who the parties are, and the period covered. Note any claim where the folder is empty, or the document is missing.
  1. Start a new task and enter your prompt. Cowork creates a task named after your request.
  2. The
    Workspace
     panel on the right lists the steps Cowork intends to take: find the Litigation overview, check each claim's case files folder, and read each Statement of Claim. Under
    Skills & Plugins
    , you can see that the HighQ plugin is in use.
  3. Cowork interprets "Litigation overview" as an iSheet on a HighQ site and loads the available HighQ tools. It then lists sites, iSheets, and folders; searches the iSheet; lists files; and reads available file text and metadata. Each action is displayed in the task workspace.
  4. Review the result. Cowork reports whether each linked folder contains a Statement of Claim, summarises available documents, and identifies gaps that require attention.
Create a weekly automation
After confirming that the workflow produces the required result, create a recurring task to run it automatically.
Prompt: Please create a weekly automation for this workflow.
  1. Cowork drafts a
    Create recurring task
     card containing the task name, schedule, and instructions. Review and update the details as required.
  2. Select
    Schedule
    . If
    Run once now
     is selected, Cowork also runs the task immediately.
Cowork drafts the recurring task for you to review before scheduling it.
The task appears on the
Automations
 page, where you can pause it, run it immediately, or edit its instructions.
The
Automations
 page shows the schedule, the next run and the saved instructions.
Receive results by an Email and in Teams
Configure Cowork to deliver the results through Email and Teams.
Prompt: Send the results to me and others by email, with a reminder in Teams.
Cowork adds delivery instructions to the task, including an email containing the full report and a shorter reminder in Teams. On each run, Cowork checks HighQ and can compare the current result with the previous result.
Review and approve the email and Teams message before they are sent. If the interface offers an
Always allow
 option and you select it, future messages to the same recipient may be sent without an additional approval step.
Cowork shows the Teams message and the email for your approval before anything is sent.
Find the email in your inbox. The report arrives as a formatted email with the headline, the claim, folder and document table, per-claim summaries and a "Gaps to fix" list.
The weekly report arrives as a formatted email in Outlook.
Next, see the reminder in Teams. A short message gives the headline numbers and points you to the full report in your email.
A short reminder in Teams points back to the full report.

Use HighQ in Copilot Workspaces

Copilot Workspaces provide a shared environment where you can bring together documents, HighQ matter information, and other work content in one context.
With Workspaces, you can:
  • Combine different information sources:
     Add local or shared documents to the workspace and connect them with the relevant matter information in HighQ, so the workspace holds both your working documents and HighQ data. Other plugin contexts can also be added where needed.
  • Collaborate with others:
     Add colleagues to the workspace so the team can work from the same information, ask follow-up questions, and collaborate on a use case specific to a team or group. This is particularly useful when information is distributed across HighQ, SharePoint, and local documents.
Set up a workspace with HighQ
  1. In Copilot, select
    Workspaces
    , and then select
    New workspace
    . The workspace screen opens.
  2. Select the + icon in the message box. In the list, select the
    Plugins and Skills
     tab.
  3. Choose
    HighQ
    . A HighQ tag then appears at the start of your message.
  4. Enter your prompt after the HighQ tag. Include the name of the HighQ site and the information such as iSheets you want Copilot to use. For example, a workspace can use HighQ matter content to give a deal team one shared place to ask questions about a HighQ site, without logging into HighQ each time.
  5. Select
    Send
     (the arrow button). While Copilot works, it shows its progress under
    Working
     and
    Steps in progress
    , such as
    Planned your approach
     and
    Resolve site and iSheet structures
    . You can select the stop button at any time. When it finishes, review the response. In the example below, Copilot returns a table with links to the documents. Check the results against the source documents in HighQ.

Use HighQ with Copilot for Legal

Copilot for Legal provides legal workflows in Word and Copilot Cowork that can use content made available through the HighQ plugin. You can also draft ...
  1. Select the plus (+) icon in Copilot to see the legal mode option.
  2. You will see plugins; the same way connectors appear in Chat.
  3. With HighQ, you can pull in HighQ matter context, transaction management and use other connectors, such as SharePoint or Microsoft 365 content (email and Teams messages), 20+ other connectors Microsoft launched, and combine them with iSheet context to prepare a document.

Use HighQ content in Supported Microsoft 365 Apps

Copilot can turn information retrieved from HighQ into practical outputs across Microsoft 365. Use Word to create structured documents.
Use HighQ matter content in Word
Use Copilot with HighQ content to turn matter information and document analysis into a structured Word document. Copilot can retrieve information from HighQ sites, folders, files, and iSheets, analyse relevant content, and organise the results.
For example, when comparing contracts, Copilot can present information such as the document name, contract ID, parties, dates, review information, extraction status, sources, and supporting links. The resulting document can be opened in Word, downloaded, or shared.
HighQ content can also support legal drafting workflows, such as creating a playbook from an agreement stored in HighQ. Copilot can request additional information where required and generate a structured playbook that can be opened and edited in Word.
This reduces the manual work involved in locating HighQ content, reviewing documents individually, compiling findings, and creating a separate document.

Which one should I use?

Not sure where to start? Find the thing you are trying to do in the left-hand column.
I want to
Go to
Because
Ask a quick question, or explore step by step
Copilot Chat
Answers come back in moments, and you can keep asking follow-ups.
Get a thorough write-up on one specific question
Researcher
It shows you its plan first, then writes a structured report.
Run a longer job, or have it repeat every week
Copilot Cowork
It shows every step, can run on a schedule, and sends the results to your email and Teams.
Work with my team on one shared set of documents and HighQ content
Copilot Workspaces
Everyone works from the same shared context, with HighQ data and your documents together, and can keep asking follow-ups without logging into HighQ.
Make sure Copilot looks in HighQ
Say so in your prompt
Starting with "In HighQ, ..." leaves no doubt about where to look.
See how Copilot reached an answer
Open its progress panel
Chat has "Reporting findings", and Cowork lists every step in the
Workspace
 panel.