Overview:
Are you managing complex case schedules, legal correspondence, and a constant stream of client requests? This 60-minute course is tailored for lawyers and legal professionals seeking to save time and increase efficiency using Microsoft Copilot. Discover how AI can help you draft professional legal documents, summarize meetings, organize case files, and handle your calendar and case management tasks with greater precision. We’ll begin with straightforward workflows to help you get started, then move on to advanced legal examples that demonstrate how Copilot can help you anticipate client needs and deliver superior service.
By the end, you’ll gain access to actionable prompts and practical strategies designed to make your legal work easier, faster, and more effective.
Course Objective:
- How Copilot integrates seamlessly into essential Microsoft 365 tools for legal professionals-including Outlook, Word, Teams, and Excel-to support case management and daily legal tasks
- Using writing prompts to efficiently organize client meetings, legal correspondence, and case-related action items
- Drafting polished legal documents, contracts, and professional communications in seconds
- Summarizing client meetings, depositions, and creating detailed follow-up notes for case files
- Automating document preparation, travel arrangements for court dates, and task lists for legal teams
- Implementing best practices for confidentiality, professionalism, and accuracy in all legal work
Target Audience:
- Lawyers and Legal Professionals managing cases and supporting clients
- Paralegals and Legal Assistants aiming to streamline day-to-day legal tasks
- Legal Support Staff seeking to enhance communication, scheduling, and document management using AI
Basic Knowledge:
- A working knowledge of Microsoft 365 for daily tasks.
- Familiarity with basic scheduling, email, and document management.
- No prior Copilot or AI experience is required - we'll start simple and build to advanced use cases.
Curriculum
Total Duration: 60 Minutes
Understanding how Copilot integrates with Microsoft 365 to enhance legal workflows and assist attorneys, paralegals, and legal support staff
Utilizing the CREATE method prompts and “Lead with the Verb” commands to ensure optimal AI-generated results for legal documentation and case management
Composing and refining clear, professional emails in Outlook for client communication, legal correspondence, and interoffice messaging
Developing and polishing legal agendas, formal letters, and itineraries in Word to maintain professionalism and compliance
Streamlining calendar management, scheduling, and travel arrangements for legal professionals with AI-powered organization tools
Automating creation of task lists, reminders, and case-related reports to increase efficiency and reduce administrative burden
Applying best practices for maintaining accuracy, professionalism, and strict confidentiality in all legal communications and document handling