Using Microsoft Copilot in Excel for Legal Professionals

Overview: 

AI is changing the way legal professionals work with data.

The professionals who learn how to use it now will have a significant advantage.

In this practical session, you'll learn how Microsoft Copilot in Excel can help legal teams analyze information, create reports, identify risks, build formulas, generate charts, and save time using the data they already have.

Whether you're managing contracts, tracking matters, reviewing compliance information, or analyzing billing data, Copilot can help you work faster and make better-informed decisions while staying within the Microsoft 365 environment.

Course Objective: 

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

• Use Copilot within Excel to analyze legal data
• Write effective prompts that produce useful results
• Create and explain Excel formulas using AI
• Identify trends, risks, and exceptions in spreadsheets
• Generate charts, reports, and dashboards from legal data
• Create executive and client-ready summaries

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 Microsoft Copilot

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 Copilot or AI tools is required.