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Using Copilot in Microsoft Word for Lawyers

Master Microsoft Copilot in Word to draft, summarize, compare, and format legal documents using effective AI prompting techniques.

2025-09-18 15:00:00

Program Details

2025-09-18 15:00:00

2025-09-18 15:00:00

1h CLE Credits

2025-09-18 15:00:00

Program Details

2025-09-18 15:00:00

Program Details

2025-09-18 15:00:00

Over 1,000+ webinars

2025-09-18 15:00:00

Course Overview

Mastering Microsoft Copilot for Legal Documents

2025-09-18 15:00:00

Participants will learn to use Microsoft Copilot in Word to draft, summarize, compare, and format legal documents efficiently. These AI-assisted techniques streamline document workflows and increase productivity in legal practice.

Format

CLE Credit

1h CLE Credits

Level

Intermediate

Length

1

Key topics that will be covered

01
Effective Prompting
Master four prompt components: goal, context, sources, and expectations.
02
Document Drafting
Generate compliance documents, proposals, and letters with automatic style formatting.
03
Summarization
Create standard, detailed, or brief summaries and audio overviews.
04
Contract Comparison
Analyze differences between contract versions displayed in table format.
05
Template Automation
Extract key terms and populate contract templates automatically.
06
Document Review
Receive writing suggestions, proofreading assistance, and logical analysis of content.

Program schedule

clock 3:00 pm - 3:05 pm EST

Copilot Capabilities, Benefits, and Data Security Protections

Explore Microsoft Copilot’s core functions including drafting, summarizing, formatting, and comparing legal documents. Learn how Copilot protects sensitive data by maintaining existing permissions and never using your information to train AI models.

Craig BrodyCraig Brody
clock 3:05 pm - 3:10 pm EST

Effective Prompting Techniques for Optimal Copilot Results

Master the four components of an effective prompt: goal, context, sources, and expectations. Discover best practices for clear communication with Copilot and common pitfalls to avoid when crafting prompts.

Craig BrodyCraig Brody
clock 3:10 pm - 3:15 pm EST

Drafting Letters, Memos, Proposals, and Compliance Documents

Learn how Copilot can generate initial drafts of legal documents almost instantaneously while adopting your template styles. Explore post-draft options including tone adjustment, rewriting, and translating documents into other languages.

Craig BrodyCraig Brody
clock 3:15 pm - 3:20 pm EST

Summarizing Documents Using Multiple Summary Formats

Discover how to leverage Copilot’s automatic summary feature and generate standard, detailed, or brief summaries. Learn to use the side pane for conversational follow-ups and create audio overviews for document content.

Craig BrodyCraig Brody
clock 3:20 pm - 3:25 pm EST

Rewriting Text and Converting Notes to Proposals

Transform unformatted meeting notes into polished proposals with cover letters using Copilot’s rewriting capabilities. Explore inline drafting techniques and learn how to generate multiple rewrite versions for selection.

Craig BrodyCraig Brody
clock 3:25 pm - 3:30 pm EST

Formatting Assistance for Legal Document Styling

Understand Copilot’s formatting capabilities and limitations when working with legal documents. Learn how to request step-by-step formatting guidance and apply legal heading styles to selected paragraphs.

Craig BrodyCraig Brody
clock 3:30 pm - 3:40 pm EST

Transforming Text into Professional Formatted Tables

Convert contract definitions and other structured text into visually appealing tables using Copilot’s visualization feature. Learn the process of selecting text, generating tables, and refining results for optimal presentation.

Craig BrodyCraig Brody
clock 3:40 pm - 3:45 pm EST

Comparing and Analyzing Differences Between Contract Versions

Use Copilot to identify differences between contract versions and generate comparison tables with explanations. Master the forward slash shortcut for referencing files and enhance comparisons with summaries.

Craig BrodyCraig Brody
clock 3:45 pm - 3:50 pm EST

Automatically Populating Templates with Extracted Terms

Learn how Copilot Chat can extract key terms from meeting notes and populate contract templates automatically. Discover how to save frequently used prompts to the Prompt Gallery for efficient reuse.

Craig BrodyCraig Brody
clock 3:50 pm - 3:55 pm EST

Building Tables of Contents and Authorities

Leverage Copilot to identify headings and citations for your table of contents and table of authorities. Use clickable links to navigate documents and apply proper styles before generating automated tables.

Craig BrodyCraig Brody
clock 3:55 pm - 4:00 pm EST

Document Review, Proofreading, and Translation Features

Explore Copilot’s document review capabilities including writing suggestions, restructuring, and logical analysis. Learn multiple methods for generating responses and discover reasoning features for legal brief analysis.

Craig BrodyCraig Brody
Craig Brody

Craig Brody

Craig Brody LLC

Craig Brody

Craig Brody

Craig Brody LLC

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro.

Craig Brody

Craig Brody

Craig Brody LLC

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro.

Credits by state

AK1.0
AL1.0
AR1.0
AZ1.0
CA1.0
CO1.0
CT1.0
DC1.0
DE1.0
FL1.0
GA1.0
HI1.0
IA1.0
ID1.0
IL1.0
IN1.0
KS1.0
KY1.0
LA1.0
MA1.0
MD1.0
ME1.0
MI1.0
MN1.0
MO1.2
MS1.0
MT1.0
NC1.0
ND1.0
NE1.0
NH60.0
NJ1.0
NM1.0
NV1.0
NY1.0
OH1.0
OK1.0
OR1.0
PA1.0
RI1.0
SC1.0
SD1.0
TN1.0
TX1.0
UT1.0
VA1.0
VT1.0
WA1.0
WV1.2
WY1.0

Upcoming Live Online CLE Broadcasts

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Trusted by Legal Professionals

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Live stream programs

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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
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Approved
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Approved
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Approved
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
Approved
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Pending
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
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