Using ChatGPT in Excel for Legal Professionals

Overview: 

• AI is changing the way legal professionals work with information.
• The professionals who learn how to use it now will have a significant advantage.
• In this practical session, you'll learn how ChatGPT can help legal teams analyze spreadsheet data, create formulas, generate reports, build charts, identify trends, and transform legal information into meaningful business insights.
• Whether you're reviewing contract information, tracking legal matters, analyzing billing data, or preparing communications for clients and leadership, ChatGPT can help you work more efficiently and make better-informed decisions.

Course Objective: 

At the end of this session, participants will be able to:

• Use ChatGPT to analyze legal and business data from Excel
• Write prompts that produce useful and accurate results
• Create and troubleshoot Excel formulas using AI
• Generate charts and visualizations from spreadsheet data
• Summarize legal information and generate reports
• Create executive and client communications from data

Target Audience: 

• Legal Professionals
• Paralegals
• Legal Assistants
• Law firm Administrators
• Compliance teams and Legal Operations staff who use Excel and want to work more efficiently with ChatGPT

Basic Knowledge:

Participants should have basic familiarity with Microsoft Excel, including opening workbooks, entering data, using simple formulas, sorting/filtering information, and navigating worksheets. No prior experience with Microsoft ChatGPT or AI tools is required.