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2025-07-31 15:00:00

1 Credits

AI tools for lawyers: automating workflows across Outlook, Word, Teams, and PowerPoint while protecting confidential data.

2025-07-31 15:00:00

AI tools for lawyers: automating workflows across Outlook, Word, Teams, and PowerPoint while protecting confidential data.

2025-07-31 15:00:00

1000+

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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

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Course Overview

Mastering Microsoft Copilot for Legal Workflows

Participants will learn to leverage Microsoft Copilot for automating routine legal tasks across advisory services, contract management, and litigation support. These skills enable faster document drafting, contract analysis, and meeting documentation.

Effective Prompting

Craft precise prompts using goals, context, and sources.

Contract Analysis

Compare and summarize contracts using AI tools.

Meeting Documentation

Extract key terms from transcribed meeting recaps.

Agent Automation

Delegate multi-step tasks to AI agents.

Course Overview

Mastering Microsoft Copilot for Legal Workflows

Participants will learn to leverage Microsoft Copilot for automating routine legal tasks across advisory services, contract management, and litigation support. These skills enable faster document drafting, contract analysis, and meeting documentation.

Effective Prompting

Craft precise prompts using goals, context, and sources.

Contract Analysis

Compare and summarize contracts using AI tools.

Meeting Documentation

Extract key terms from transcribed meeting recaps.

Agent Automation

Delegate multi-step tasks to AI agents.

Why Attend

Why this 
program matters

Mastering AI-powered tools like Microsoft Copilot is critical for legal practitioners seeking to streamline workflows, automate routine tasks, and maintain competitive advantage in an increasingly technology-driven profession.
82%
Of legal professionals using AI report increased overall efficiency, allowing more time for complex tasks and client nurturing. (2025 Legal Industry Report)
79%
Of legal professionals now use AI tools, a dramatic increase from just 19% in 2023, showing rapid technology adoption across the profession. (Clio 2025 Legal Trends Report)
54%
Of attorneys identify saving time and increasing efficiency as the most important benefit AI-based tools can provide to law firms. (ABA 2024 Legal Technology Survey Report)
74%
Of legal professionals expect to use AI-driven tools in their jobs within the next 12 months, signaling AI’s critical role in future legal work. (2025 ACEDS & Secretariat AI Report)

Agenda

Session 1

Effective Prompting Techniques for Microsoft Copilot Results

Session 2

Enterprise Data Protection and Confidentiality in Copilot

Session 3

Drafting Documents, Emails, and Presentations with Copilot

Session 4

Summarizing Email Threads Into Legal Draft Documents

Session 5

Contract Review, Analysis, and Comparison Techniques

Session 6

Legal Research and Document Drafting Using Web Mode

Session 7

Case Analysis and Legal Strategy Development with Copilot

Session 8

Meeting Transcription and Contract Term Extraction Workflow

Session 9

Collaborative Editing and Sharing Copilot Responses

Session 10

AI Agents for Automated Legal Document Review

clock 3:00 pm - 3:05 pm EST

Effective Prompting Techniques for Microsoft Copilot Results

Craig Brody

Craig Brody LLC

Learn the four key elements of effective Copilot prompts: goal, context, sources, and expectations. Discover popular legal prompts including meeting recaps, email summaries, and document drafting, plus essential do’s and don’ts for optimal results.

Craig Brody

Craig Brody LLC

clock 3:05 pm - 3:10 pm EST

Enterprise Data Protection and Confidentiality in Copilot

Craig Brody

Craig Brody LLC

Understand how Copilot’s enterprise data protection keeps your firm’s information secure and private. Learn about Microsoft’s commitment to not sharing or using your data to train AI models while maintaining existing permissions.

Craig Brody

Craig Brody LLC

clock 3:10 pm - 3:15 pm EST

Drafting Documents, Emails, and Presentations with Copilot

Craig Brody

Craig Brody LLC

Explore Copilot Chat’s web and work modes for creating new content from scratch or internal sources. Walk through a practical demonstration of generating a Memorandum of Understanding from email conversations.

Craig Brody

Craig Brody LLC

clock 3:15 pm - 3:20 pm EST

Summarizing Email Threads Into Legal Draft Documents

Craig Brody

Craig Brody LLC

Master the ability to condense lengthy email conversations with a single click and ask targeted follow-up questions. Learn to use the forward slash shortcut to reference emails as sources for generating polished legal documents.

Craig Brody

Craig Brody LLC

clock 3:20 pm - 3:25 pm EST

Contract Review, Analysis, and Comparison Techniques

Craig Brody

Craig Brody LLC

Discover how to summarize contracts into action-required memos with suggested provisions. Learn to create side-by-side comparison tables highlighting key differences between external contracts and your firm’s templates.

Craig Brody

Craig Brody LLC

clock 3:25 pm - 3:30 pm EST

Legal Research and Document Drafting Using Web Mode

Craig Brody

Craig Brody LLC

Utilize Copilot’s web mode to research emerging legal fields like AI law and data privacy with sourced citations. Transform research findings into collaborative documents and professional PowerPoint presentations.

Craig Brody

Craig Brody LLC

clock 3:30 pm - 3:35 pm EST

Case Analysis and Legal Strategy Development with Copilot

Craig Brody

Craig Brody LLC

Explore how Copilot supports litigation workflows including aggregating case data and analyzing similar cases. Learn to formulate legal strategies while understanding the critical importance of verifying AI-generated content accuracy.

Craig Brody

Craig Brody LLC

clock 3:35 pm - 3:45 pm EST

Meeting Transcription and Contract Term Extraction Workflow

Craig Brody

Craig Brody LLC

Set up Teams meetings with transcription to capture key contract terms discussed with clients. Learn to access meeting recaps and use Copilot to automatically extract terms and populate contract template placeholders.

Craig Brody

Craig Brody LLC

clock 3:45 pm - 3:50 pm EST

Collaborative Editing and Sharing Copilot Responses

Craig Brody

Craig Brody LLC

Master the Edit in Pages feature to refine Copilot responses and invite colleagues for real-time collaboration. Learn to add comments, track edits with initials, and seamlessly export finalized content to Word.

Craig Brody

Craig Brody LLC

clock 3:50 pm - 4:00 pm EST

AI Agents for Automated Legal Document Review

Craig Brody

Craig Brody LLC

Understand how agents differ from Copilot Chat by completing multi-step tasks autonomously without constant guidance. Explore the Writing Coach agent for translation tasks and learn basics of creating custom agents for your firm.

Craig Brody

Craig Brody LLC

01 10
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Next

Key topics that will be covered

What will you learn

Attorneys will learn effective prompting techniques, data protection features, and how to use Microsoft Copilot across Outlook, Word, Teams, and PowerPoint applications.

What will you gain

Attorneys will gain skills to automate routine legal tasks in advisory services, contract management, and litigation support while increasing productivity and collaboration.

Effective Prompting
Master four key prompt elements: goal, context, sources, and expectations.
Data Protection
Enterprise data protection keeps your confidential information secure and private.
Document Drafting
Generate MOUs, contracts, and emails directly from email conversations.
Contract Review
Summarize contracts and compare them against templates using tables.
Meeting Summaries
Capture meeting terms via transcription and insert them into contract templates.
AI Agents
Use agents to automate multi-step tasks like translations and reports.

What will you learn

Attorneys will learn effective prompting techniques, data protection features, and how to use Microsoft Copilot across Outlook, Word, Teams, and PowerPoint applications.

What will you gain

Attorneys will gain skills to automate routine legal tasks in advisory services, contract management, and litigation support while increasing productivity and collaboration.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Craig Brody

Craig Brody LLC

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 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.

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Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!

In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

  • Self-Employed Attorneys in a partnership
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  • Any attorney considering opening their own firm

Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.

Key topics to be discussed:

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Date / Time: March 27, 2026

  • 1:00 pm – 4:20 pm Eastern
  • 12:00 pm – 3:20 pm Central
  • 11:00 am – 2:20 pm Mountain
  • 10:00 am – 1:20 pm Pacific

Closed-captioning available

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Learn generative AI fundamentals and build custom GPTs to automate legal workflows—no coding required.

October 30, 2025

2 Hour Program

MCLE Credits

This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.

Key topics to be discussed:

  • Foundations of generative AI
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Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

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Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

March 30, 2026

2 Hour Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

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Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue

In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.

Key topics to be discussed:

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Date / Time: December 11, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

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Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.

myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.

Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.

Expand Your Legal Expertise

Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
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Approved
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Approved
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Approved
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Approved
Illinois
Approved
Indiana
Approved
Iowa
Pending
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Pending
Kentucky
Pending
Louisiana
Pending
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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
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No Required
Tennessee
Approved
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Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
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