Microsoft Copilot 365 AI tool for Lawyers (Part 1)

Craig Brody
Craig Brody | Craig Brody LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro. Craig also conducts and facilitates in person and online training workshops for professionals such as those in the fields of Accounting, Business, and Law.

On-Demand: March 14, 2025

1 hour CLE

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Program Summary

Learn how Microsoft Copilot, the AI tool designed for Microsoft 365, can summarize, draft content, and automate tasks to save you time and increase your productivity. Course includes a discussion of other AI tools like ChatGPT and Gemini.

Craig Brody Technology Trainer cbrody@craigbrodyllc.com

Key topics to be discussed:

  • Learn about AI capabilities & benefits; Compare AI productivity tools
  • See how Copilot can quickly collect web data
  • Compare terms between two contract files in Word by using Copilot
  • Learn how Copilot can summarize a document and format paragraphs into a table
  • See how Copilot drafts an entire new document in Word
  • Then see how Copilot creates a PowerPoint presentation based on that document
  • Watch Copilot generate a new image in PowerPoint
  • Learn how Copilot can summarize a thread of email conversations in Outlook
  • See how Copilot can draft a new email, translate text, and summarize meetings
  • Understand how Copilot can calculate, manage, and summarize legal data in Excel
  • Discover how Copilot can be used in other MS applications like OneNote and Teams

Closed-captioning available

Speakers

Craig Brody_ Craig Brody LLC – Training Services_myLawCLECraig Brody| Craig Brody LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro. Conducts and facilitates in person and online training workshops for professionals such as those in the fields of 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.

Agenda

I. Learn about AI capabilities & benefits; Compare AI productivity tools | 3:00pm – 3:10pm

II. See how Copilot can quickly collect web data | 3:10pm – 3:15pm

III. Compare terms between two contract files in Word by using Copilot | 3:15pm – 3:20pm

IV. Learn how Copilot can summarize a document and format paragraphs into a table | 3:20pm – 3:25pm

V. See how Copilot drafts an entire new document in Word | 3:25pm – 3:30pm

VI. Then see how Copilot creates a PowerPoint presentation based on that document | 3:30pm – 3:35pm

VII. Watch Copilot generate a new image in PowerPoint | 3:35pm – 3:40pm

VIII. Learn how Copilot can summarize a thread of email conversations in Outlook | 3:40pm – 3:45pm

IX. See how Copilot can draft a new email, translate text, and summarize meetings | 3:45pm – 3:50pm

X. Understand how Copilot can calculate, manage, and summarize legal data in Excel | 3:50pm – 3:55pm

XI. Discover how Copilot can be used in other MS applications like OneNote and Teams | 3:55pm – 4:00pm

Credits

Alaska

Approved for CLE Credits
1 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
1 General

Arkansas

Approved for CLE Credits
1 General

Arizona

Approved for CLE Credits
1 General

California

Approved for CLE Credits
1 Technology in the Practice of Law

Colorado

Pending CLE Approval
1 General

Connecticut

Approved for CLE Credits
1 General

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 General

Florida

Approved via Attorney Submission
1 Technology

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
1 General

Hawaii

Approved for CLE Credits
1.2 General

Iowa

Pending CLE Approval
1 General

Idaho

Pending CLE Approval
1 General

Illinois

Approved for Self-Study Credits
1 General

Indiana

Pending CLE Approval
1 General

Kansas

Pending CLE Approval
1 Law Practice Management

Kentucky

Pending CLE Approval
1 General

Louisiana

Pending CLE Approval
1 General

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 General

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
1 General

Missouri

Approved for Self-Study Credits
1.2 General

Mississippi

Pending CLE Approval
1 General

Montana

Pending CLE Approval
1 General

North Carolina

Pending CLE Approval
1 Technology

North Dakota

Approved for CLE Credits
1 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 General

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1 General

Nevada

Pending CLE Approval
1 General

New York

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
1 General

Oklahoma

Pending CLE Approval
1 General

Oregon

Pending CLE Approval
1 General

Pennsylvania

Approved for Self-Study Credits
1 General

Rhode Island

Pending CLE Approval
1 General

South Carolina

Pending CLE Approval
1 General

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Approved for Self-Study Credits
1 General

Texas

Pending CLE Approval
1 General

Utah

Pending CLE Approval
1 General

Virginia

Not Eligible
1 General Hours

Vermont

Approved for CLE Credits
1 General

Washington

Approved via Attorney Submission
1 Other (Office Management)

Receive CLE credit in Washington via attorney submission.
Wisconsin

Approved for Self-Study Credits
1 Law Practice Management

West Virginia

Pending CLE Approval
1.2 General

Wyoming

Pending CLE Approval
1 General

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