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Microsoft Copilot for Legal Practice: Boosting Productivity While Staying Ethically Compliant (2026 Edition)

2026-04-24 13:00:00

1.5 hours

2026-04-24 13:00:00

1.5 Credits

Master Microsoft Copilot for legal practice: draft faster, summarize smarter, and stay ethically compliant. Practical, hands-on skills attorneys can apply immediately across Word, Outlook, Teams, and more.

2026-04-24 13:00:00

1.5 hours

Master Microsoft Copilot for legal practice: draft faster, summarize smarter, and stay ethically compliant. Practical, hands-on skills attorneys can apply immediately across Word, Outlook, Teams, and more.

2026-04-24 13:00:00

1.5 hours

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

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how Copilot differs from public AI tools and what to realistically expect from its Microsoft 365 integration in legal practice.

What will you gain

Attorneys will gain clarity on what Copilot actually does, where it falls short, and why attorney review of every output remains non-negotiable.

AI differences
How Copilot differs from ChatGPT and other public AI tools.
Data security
Microsoft’s tenant boundaries and enterprise data protection keep client data secure.
AI limitations
Copilot hallucinations and lack of legal judgment require mandatory attorney review.
Tool comparison
When to use Copilot versus Harvey, LexisAI, or Clearbrief.
Firm integration
Copilot’s Microsoft 365 integration gives it a structural advantage for law firms.
Attorney oversight
Attorneys must remain firmly in command of every AI-generated output.

What will you learn

Attorneys will learn how Copilot differs from public AI tools and what to realistically expect from its Microsoft 365 integration in legal practice.

What will you gain

Attorneys will gain clarity on what Copilot actually does, where it falls short, and why attorney review of every output remains non-negotiable.

Agenda

Session 1

Copilot In Context: Understanding Microsoft's AI Advantage for Lawyers

Session 2

Copilot Across Microsoft 365: Use Cases

Session 3

Ethics and Professional Responsibility When Using Copilot

Session 4

Deploying Copilot Firm-Wide: Governance, Rollout, and Sustainable Adoption

clock 1:00 pm - 1:20 pm EST

Copilot In Context: Understanding Microsoft's AI Advantage for Lawyers

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

Discover what sets Copilot apart from public AI tools like ChatGPT, how its Microsoft 365 integration benefits law firms, and what attorneys should realistically expect — and watch for — in every output.

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

clock 1:20 pm - 1:40 pm EST

Copilot Across Microsoft 365: Use Cases

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

An application-by-application walkthrough of Copilot in the tools attorneys use every day. Participants will understand how Copilot integrates into Word, Outlook, Teams, Teams AV, Excel, and PowerPoint. The session emphasizes practical knowledge over theory: how to effectively leverage Copilot to improve efficiencies.

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

clock 1:40 pm - 2:00 pm EST

Ethics and Professional Responsibility When Using Copilot

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

Apply ABA Formal Opinion 512 directly to Copilot use cases — covering confidentiality, privilege, client data, billing, litigation disclosure, and staff supervision — concluding with a practical checklist attorneys can implement immediately in their practice.

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

clock 2:10 pm - 2:40 pm EST

Deploying Copilot Firm-Wide: Governance, Rollout, and Sustainable Adoption

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

Build a firm-wide Copilot policy, train attorneys and staff, and establish oversight mechanisms that align AI use with professional obligations — from selecting pilot practice groups through scalable, compliance-focused firm-wide adoption.

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

01 04
Prev
Next

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.

Anthony J. Diana

Reed Smith

Therese Craparo

Reed Smith

Anthony J. Diana

Reed Smith

Anthony J. Diana is a nationally recognized authority at the intersection of artificial intelligence, emerging technology, and legal practice. As a partner in Reed Smith’s Emerging Technologies Group and co-head of its Global FinTech and Data practice, Anthony advises organizations navigating the legal, regulatory, and strategic complexities of AI implementation — bringing decades of hands-on experience to one of the most rapidly evolving areas in law.

Education & Credentials

Anthony earned his J.D. from Columbia Law School in 1993, where he served as Senior Editor of the Columbia Law Review. He holds a B.A./B.S. from the University of Pennsylvania, graduating cum laude in 1990. He is admitted to practice in New York, the U.S. District Courts for the Southern and Eastern Districts of New York, and the U.S. Court of Appeals for the Second Circuit.

Recognition & Leadership

Anthony has been ranked by Chambers USA for Nationwide E-Discovery & Information Governance continuously since 2014, and by Chambers Global for USA E-Discovery & Information Governance since 2017 — recognition he has maintained through 2025. He was named a Fastcase 50 honoree in 2023, an award recognizing the most innovative and influential voices in law and legal technology. He has served as Honorary Chair of the Master's Conference and has been a contributing editor of the Electronic Discovery Deskbook, published by PLI, since its original publication in 2009.

Professional Involvement

Anthony is a prolific speaker and thought leader on AI and technology in legal practice. His recent speaking engagements include programs on AI ethics and compliance, generative AI in e-discovery, enterprise AI implementation challenges, and AI use in data management for legal departments. He regularly presents at PLI, industry conferences, and firm-hosted CLE programs, and has published extensively on AI, e-discovery, and information governance topics. He also contributes to Reed Smith's Tech Law Talks podcast series, with recent episodes focused on how generative AI is reshaping litigation strategy and document review.

Experience

Anthony's practice centers on advising clients on the responsible and compliant implementation of AI and technology, with a particular focus on highly regulated industries including financial institutions, broker- dealers, investment advisors, private equity firms, pharmaceutical companies, and medical device manufacturers. He counsels clients on ensuring AI deployments meet applicable regulatory and legal requirements — from design through deployment. His broader practice encompasses e-discovery and information governance, data privacy and security, technology-related internal investigations, and complex litigation. He has represented clients before federal regulators including FINRA, the SEC, the Federal Reserve, and the PCAOB, and has defended electronic discovery and information governance practices in federal courts. With decades of experience at the forefront of legal technology, Anthony brings a uniquely practical perspective to the challenges attorneys and law firms face as AI becomes central to legal practice.

Anthony J. Diana

Reed Smith

Anthony J. Diana is a nationally recognized authority at the intersection of artificial intelligence, emerging technology, and legal practice. As a partner in Reed Smith’s Emerging Technologies Group and co-head of its Global FinTech and Data practice, Anthony advises organizations navigating the legal, regulatory, and strategic complexities of AI implementation — bringing decades of hands-on experience to one of the most rapidly evolving areas in law.

Education & Credentials

Anthony earned his J.D. from Columbia Law School in 1993, where he served as Senior Editor of the Columbia Law Review. He holds a B.A./B.S. from the University of Pennsylvania, graduating cum laude in 1990. He is admitted to practice in New York, the U.S. District Courts for the Southern and Eastern Districts of New York, and the U.S. Court of Appeals for the Second Circuit.

Recognition & Leadership

Anthony has been ranked by Chambers USA for Nationwide E-Discovery & Information Governance continuously since 2014, and by Chambers Global for USA E-Discovery & Information Governance since 2017 — recognition he has maintained through 2025. He was named a Fastcase 50 honoree in 2023, an award recognizing the most innovative and influential voices in law and legal technology. He has served as Honorary Chair of the Master's Conference and has been a contributing editor of the Electronic Discovery Deskbook, published by PLI, since its original publication in 2009.

Professional Involvement

Anthony is a prolific speaker and thought leader on AI and technology in legal practice. His recent speaking engagements include programs on AI ethics and compliance, generative AI in e-discovery, enterprise AI implementation challenges, and AI use in data management for legal departments. He regularly presents at PLI, industry conferences, and firm-hosted CLE programs, and has published extensively on AI, e-discovery, and information governance topics. He also contributes to Reed Smith's Tech Law Talks podcast series, with recent episodes focused on how generative AI is reshaping litigation strategy and document review.

Experience

Anthony's practice centers on advising clients on the responsible and compliant implementation of AI and technology, with a particular focus on highly regulated industries including financial institutions, broker- dealers, investment advisors, private equity firms, pharmaceutical companies, and medical device manufacturers. He counsels clients on ensuring AI deployments meet applicable regulatory and legal requirements — from design through deployment. His broader practice encompasses e-discovery and information governance, data privacy and security, technology-related internal investigations, and complex litigation. He has represented clients before federal regulators including FINRA, the SEC, the Federal Reserve, and the PCAOB, and has defended electronic discovery and information governance practices in federal courts. With decades of experience at the forefront of legal technology, Anthony brings a uniquely practical perspective to the challenges attorneys and law firms face as AI becomes central to legal practice.

Therese Craparo

Reed Smith

Therese Craparo is a nationally recognized partner at the forefront of enterprise data risk management, artificial intelligence governance, and information security in legal practice. As a member of Reed Smith’s Emerging Technologies and Records & E-Discovery Groups, Therese helps organizations across highly regulated industries navigate the complex legal landscape created by rapidly evolving AI and data technologies — combining deep technical fluency with practical, compliance-driven counsel.

Education & Credentials

Therese earned her J.D. from New York University School of Law in 2002 and her B.A. from Georgetown University in 1997. She is admitted to practice in New York and before the U.S. District Courts for the Southern, Eastern, and Northern Districts of New York, as well as the U.S. Court of Appeals for the Second Circuit.

Recognition & Leadership

Therese has been consistently ranked by Chambers USA for Nationwide E-Discovery & Information Governance since 2021 and by Chambers Global for USA E-Discovery & Information Governance since 2022 — recognition she has maintained through 2025. Her Chambers rankings reflect her standing as one of the country's leading practitioners at the intersection of technology, data, and the law.

Professional Involvement

Therese is an active speaker and thought leader on AI, data governance, and emerging technology in legal practice. Her recent speaking engagements include programs on AI implementation challenges for enterprises, AI use in data management for legal departments, generative AI in e-discovery, and data privacy and minimization strategies. She contributes to Reed Smith's Tech Law Talks podcast series, with recent episodes addressing how generative AI is transforming e-discovery document review and how TAR and GenAI are automating privilege review. She has also been featured in the Wall Street Journal on the topic of managing data risks in mergers and acquisitions.

Experience

Therese's practice is built around the intersection of AI, data risk, and legal compliance. She counsels large financial services institutions, technology companies, pharmaceutical companies, industrial companies, and food products companies on the full spectrum of data risk management — from AI technology implementation and governance to cybersecurity, data breaches, cross-border data transfers, data migrations, and legacy data remediation. A significant focus of her practice involves helping clients integrate AI and data analytics tools into their e-discovery and compliance workflows while ensuring those implementations meet regulatory and legal requirements. She has represented clients in proactive and reactive negotiations before federal and state regulators including the SEC, FINRA, CFPB, Federal Reserve, and the New York Attorney General, as well as before U.S. state and federal courts on data privacy, cross-border transfer, and cybersecurity matters. With a practice that sits squarely at the convergence of AI adoption and legal risk, Therese brings attorneys a grounded, real-world perspective on what responsible technology governance looks like in practice.

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

Why Attend

Why this 
program matters

Attorneys who understand Copilot’s capabilities and limitations can protect client confidentiality, avoid ethical violations, and gain a measurable competitive advantage in practice efficiency.
36%
of civil litigators personally use AI tools for work-related tasks, making it the second-highest practice area for individual AI adoption, according to the 2025 Legal Industry Report by AffiniPay.
82%
of legal professionals who have adopted AI report increased overall efficiency, with 65% saving between one and five hours each week, per the 2025 AffiniPay Legal Industry Report.
41%
of attorneys surveyed by legal insurer Embroker cited data privacy as a primary barrier to AI adoption, with most unwilling to use public tools like ChatGPT with privileged client data.
53%
of legal professionals report that their firm either has no AI policy or that they are unaware of one, according to the 2025 Clio Legal Trends Report, leaving attorneys without formal guidance on compliant AI use.

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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.  

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