⏲ 1h 15m📈 Beginner📁 , , ,
$29.95 $15.95
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Course Overview

Audience: Attorneys, paralegals, and legal staff at small law firms who are beginning their journey with Microsoft Copilot.

Purpose: Provide a practical, hands-on introduction to Microsoft Copilot within the Microsoft 365 environment, covering core capabilities, effective prompting, security architecture, ethical obligations, and daily workflow integration.

What You Will Learn

  • What Microsoft Copilot is and how it integrates with Word, Outlook, Teams, SharePoint, and Excel.
  • How to write effective prompts using the five-element framework for high-quality, relevant results.
  • The security architecture that protects client data within your firm’s Microsoft 365 tenant.
  • Your professional responsibility obligations when using AI tools in legal practice.
  • How to validate AI-generated content using the six-step mandatory checklist.
  • A practical three-month roadmap for integrating Copilot into your daily workflows.

How to Use This Course

  • Complete each section in order, as concepts build on one another.
  • Participate in the hands-on exercises to reinforce learning.
  • Use the Student Handbook as a companion reference during and after the course.
  • Apply the validation checklist to every piece of AI-generated content you use in practice.

Professional Responsibility Note: AI adoption in law firms must align with your duties of competence, confidentiality, supervision, and client communication. ABA Formal Opinion 512 provides useful framing for understanding these obligations in the context of generative AI tools.

What You Will Learn
  • Understand what Microsoft Copilot is and how it works within a secure Microsoft 365 environment
  • Write effective AI prompts using the five-element framework to get high-quality, relevant results
  • Navigate Copilot's security architecture, permission models, and data protection features
  • Apply professional responsibility and ethical standards when using AI in legal practice
  • Validate AI-generated content using the six-step mandatory verification checklist
  • Integrate Copilot into daily legal workflows including drafting, email, and document review
  • Identify acceptable versus risky use cases for AI assistance in a law firm setting
  • Develop a personal three-month implementation roadmap for AI adoption
Requirements
  • Required:
  • Active Microsoft 365 subscription with Copilot license
  • Basic familiarity with Word, Outlook, and SharePoint
  • Computer with internet access
  • Recommended:
  • Familiarity with your firm's document management practices
  • Basic understanding of attorney-client privilege and confidentiality obligations
  • Technical Requirements:
  • Microsoft 365 applications updated to current version
  • Copilot icon visible in Word and Outlook (confirm with IT if not visible)
Who This Course Is For
  • Attorneys at small and mid-size law firms
  • Paralegals and legal assistants
  • Legal operations and administrative staff
  • Law firm administrators and office managers
  • Any legal professional beginning their AI journey with Microsoft 365
Materials Included
  • Comprehensive Student Handbook (19 pages)
  • Quick Reference Card: Copilot Work vs. Copilot Web
  • Sample Prompt Library (38 legal prompts)
  • Six-Step Validation Checklist
  • Three-Month Implementation Roadmap
  • Post-Course Feedback Survey

Course Content