Using Copilot in Microsoft Excel for Lawyers

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. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law. Craig also conducts workshops, classes, and consulting services for the University of Pennsylvania’s Wharton Business School, Penn Carey Law School, law firms, accounting associations, and accreditation providers. His services include spreadsheet analysis, design and troubleshooting, software programming, consulting, published course guides, recorded courseware videos, and other reference materials.

I. Effective Prompting to have Copilot deliver what you need | 2:00pm – 2:10pm

II. How Copilot can collect and understand your legal data | 2:10pm – 2:25pm

III. How it can consolidate data from different sources into one master spreadsheet | 2:25pm – 2:35pm

IV. See how Copilot can identify and help remove duplicates from a large list | 2:35pm – 2:45pm

V. Fix data formatting issues; clean up and prep data for effective reporting | 2:45pm – 3:00pm

Break | 3:00pm – 3:10pm

VI. How it can highlight rows with missing data and find key data for you | 3:10pm – 3:25pm

VII. How Copilot can filter to show only data that meets certain conditions | 3:25pm – 3:35pm

VIII. Perform calculations; how Copilot can create advanced formulas automatically | 3:35pm – 3:45pm

IX. Issue prompts so Copilot summarizes data into professional reports and charts | 3:45pm – 3:55pm

X. How Copilot can export your Excel data into Word and PDF files | 3:55pm – 4:10pm