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38 practice areas
New sections: AI & the Law, Practice Management
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Outlook and Word for Lawyers: Using Microsoft Copilot

Master Microsoft Copilot in Outlook and Word to summarize emails, draft documents, compare contracts, and boost legal productivity.

2025-10-23 14:00:00

Program Details

2025-10-23 14:00:00

2025-10-23 14:00:00

2h CLE Credits

Program Details

2025-10-23 14:00:00

Program Details

2025-10-23 14:00:00

Over 1,000+ webinars

2025-10-23 14:00:00

Course Overview

Mastering Microsoft Copilot for Legal Productivity

2025-10-23 14:00:00

Participants will learn to leverage Microsoft Copilot’s AI capabilities to draft documents, summarize communications, and streamline contract review. These skills reduce time spent on routine tasks while maintaining professional work quality.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Effective Prompting
Master prompts using four components: goal, context, sources, and expectations.
02
Email Summaries
Summarize long email threads and convert them into formatted Word documents.
03
Document Drafting
Automatically draft emails, memos, proposals, and contracts with ease.
04
Writing Coach
Get automated feedback on writing with suggestions tailored for specific audiences.
05
Contract Comparison
Compare contracts in tables showing topics, contents, and key differences.
06
Document Formatting
Reformat paragraphs as tables, apply heading styles, and auto-rewrite text.

Program schedule

clock 2:00 pm - 2:15 pm EST

Effectively Prompt Copilot in Outlook and Word

Learn the foundational principles of crafting effective prompts using the four key components: goal, context, sources, and expectations. Understand the differences between free Copilot Chat and the full license, plus essential dos and don’ts for optimal results.

Craig BrodyCraig Brody
clock 2:15 pm - 2:25 pm EST

Summarize Emails and Create Word Documents

Discover how to leverage Copilot’s automatic summarization features for long email threads in both New and Classic Outlook. Learn to extract key information and transform email content into professionally formatted Word documents.

Craig BrodyCraig Brody
clock 2:25 pm - 2:35 pm EST

Extract Meeting Notes into Word Templates

Master the process of summarizing past meetings and converting meeting notes into professional proposals using Word templates. Explore how Copilot applies appropriate formatting and can generate accompanying cover letters.

Craig BrodyCraig Brody
clock 2:35 pm - 2:45 pm EST

Draft Emails Memos and Proposals Automatically

Learn to quickly draft new emails using keyboard shortcuts and Copilot’s drafting features. Discover how to create service agreements, expand content, and add generated material directly into documents.

Craig BrodyCraig Brody
clock 2:45 pm - 3:00 pm EST

Leverage Writing Coach for Automated Assistance

Explore the Writing Coach agent within Copilot designed specifically for writing improvement. Learn how to receive tailored feedback, strengthen arguments for judicial audiences, and understand how agents differ from standard prompts.

Craig BrodyCraig Brody
clock 3:10 pm - 3:25 pm EST

Prioritize Emails and Flag Important Messages

Use Copilot to intelligently prioritize your inbox by grouping emails into key themes and identifying urgent threads. Learn to create smart folders and search through thousands of emails to find specific information quickly.

Craig BrodyCraig Brody
clock 3:25 pm - 3:35 pm EST

Proofread Suggest Improvements and Translate Text

Harness Copilot for comprehensive proofreading including grammar, clarity, and legal writing style improvements. Master translation capabilities and learn to check sensitive content against firm compliance policies.

Craig BrodyCraig Brody
clock 3:35 pm - 3:45 pm EST

Format Legal Document Paragraphs with Copilot

Transform paragraphs into professional tables, apply heading styles, and use auto-rewrite features for multiple content versions. Learn visualization options ideal for contract definitions and structured legal content.

Craig BrodyCraig Brody
clock 3:45 pm - 4:05 pm EST

Compare Contracts and Analyze Key Differences

Streamline contract review by generating side-by-side comparison tables highlighting differences in payment terms, obligations, and reporting requirements. Learn to consolidate data from multiple source documents into unified tables.

Craig BrodyCraig Brody
clock 4:05 pm - 4:10 pm EST

Essential Copilot Tips Shortcuts and Best Practices

Master keyboard shortcuts like Alt+I for quick Copilot access and learn to save frequently used prompts in the Prompt Gallery. Understand multi-application workflows and the critical importance of verifying all AI-generated output.

Craig BrodyCraig Brody
Craig Brody

Craig Brody

Craig Brody LLC

Craig Brody

Craig Brody

Craig Brody LLC

Craig Brody runs a software training and consulting business, having trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro.

Experience

Conducts and facilitates in person and online training workshops for professionals in Accounting, Business, and Law. Conducts workshops, classes and consulting services for the University of Pennsylvania including the Wharton Business School and Penn Carey Law. Provides clients with spreadsheet analysis and design, software programming, consulting services and course curriculum including videos, reference guides and related materials.
Craig Brody

Craig Brody

Craig Brody LLC

Craig Brody runs a software training and consulting business, having trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro.

Experience

Conducts and facilitates in person and online training workshops for professionals in Accounting, Business, and Law. Conducts workshops, classes and consulting services for the University of Pennsylvania including the Wharton Business School and Penn Carey Law. Provides clients with spreadsheet analysis and design, software programming, consulting services and course curriculum including videos, reference guides and related materials.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WV2.4
WY2.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Approved
Kansas
Approved
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Approved
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Approved
Washington
Approved
West Virginia
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs