The Lawyer’s Guide to using ChatGPT with Microsoft 365 (2026 Edition)

Craig Brody
Craig Brody | Craig Brody, LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro.

Live Video-Broadcast: October 20, 2026

2 hour CLE

Tuition: $195.00
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Program Summary

 

One assistant, the whole Microsoft 365 stack — demonstrated live.

ChatGPT is OpenAI’s powerful AI assistant, and it works across the Microsoft 365 applications legal professionals rely on — Word, Outlook, PowerPoint, and Excel. This webinar shows how to put it to work through many live demonstrations, opening with the fundamentals: features, benefits, data security, comparisons to other AI assistants, and the ChatGPT Add-in.

The demonstrations track a lawyer’s actual output. In Word, summarize, draft, compare, edit, and format contracts, briefs, memos, and other legal documents. In Outlook, work with inbox items. In Excel, manage legal data, create reports, calculate data, and create charts. In PowerPoint, create and edit presentations and insert images. Beyond the desktop, run web and other queries, work with PDFs, extract data, and create documents.

The program also builds effective prompting skills — tips and best practices — and shows ChatGPT assisting with basic legal research while recognizing the need to verify authorities. Attendees leave able to ask questions, analyze information, and generate recommendations with an assistant that spans the whole Microsoft 365 stack.

Key topics to be discussed:

  • ChatGPT Foundations
    Features, benefits, data security, comparisons to other AI assistants, the ChatGPT Add-in, and effective prompting skills — tips and best practices.
  • Word Demonstrations
    Summarizing, drafting, comparing, editing, and formatting contracts, briefs, memos, and other legal documents.
  • Excel Demonstrations
    Managing legal data, creating reports, calculating data, and creating charts.
  • Outlook and PowerPoint
    Working with Microsoft Outlook items, and creating and editing PowerPoint presentations — including inserting images.
  • Legal Research with Verification
    Assisting with basic legal research while recognizing the need to verify authorities.
  • Analysis, Queries, and Data Extraction
    Asking questions, analyzing information, and generating recommendations — plus web and other queries, working with PDFs, extracting data, and creating documents.

This course is co-sponsored with myLawCLE.

Date / Time: 

  • 12:00 pm – 2:10 pm Eastern
  • 11:00 am – 1:10 pm Central
  • 10:00 am – 12:10 pm Mountain
  • 9:00 am – 11:10 am Pacific

Closed-captioning available

Speakers

Craig Brody, Technology Trainer | Craig Brody, LLC

Craig Brody runs Craig Brody, LLC, a software training and consulting business. Craig has trained thousands of employees, managers, executives and students in application software including Microsoft 365 and Adobe Acrobat Pro.

  • Education & Credentials

Mr. Brody earned his Bachelor of Science degree in Business Administration from Penn State University in University Park, PA in 1979.  After he began teaching computer software courses, he enrolled in La Salle University’s Masters of Business Administration program, specializing in Management Information Systems, earning his MBA in 1993.

  • Recognition & Leadership

Besides technology, Craig’s passion extends to the fields of American history and Freemasonry.  He served as leader of his Masonic Lodge, Columbia Lodge No. 91 in Philadelphia, in 2018.  He currently serves as the representative of his lodge to the Grand Lodge of Pennsylvania.  As a member of the PA Masonic Speakers Bureau, Craig makes presentations across Pennsylvania on early American Freemasons.  He leads tours of the Masonic Temple of Philadelphia and Independence Hall in Philadelphia as a volunteer Park Ranger for the National Park Service.

  • Professional Involvement

Conducts and facilitates in person and online training workshops for professionals in the fields of Accounting, Business, and Law. Conducts workshops, classes and consulting services for the University of Pennsylvania’s Wharton Business School and Penn Carey Law School.

  • Experience

Provides clients with spreadsheet analysis and design, software programming, consulting services and course curriculum including videos, reference guides and related materials

Agenda

SESSION 1 – The Lawyer’s Guide to using ChatGPT with Microsoft 365 | 12:00pm – 2:10pm

Learn how ChatGPT, Open AI’s powerful AI assistant, helps legal professionals work effectively with Microsoft Word, Outlook, PowerPoint and Excel to increase their productivity and save time completing legal documents and tasks. This webinar includes many live demonstrations of ChatGPT in action working with these applications.

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

District of Columbia

No MCLE Required
2 CLE Hour(s)

Delaware

Pending CLE Approval
2 General

Florida

Pending CLE Approval
2 General

Georgia

Pending CLE Approval
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Pending CLE Approval
2 General

Indiana

Pending CLE Approval
2 General

Kansas

Pending CLE Approval
2 Substantive

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Massachusetts

No MCLE Required
2 CLE Hour(s)

Maryland

No MCLE Required
2 CLE Hour(s)

Maine

Pending CLE Approval
2 General

Michigan

No MCLE Required
2 CLE Hour(s)

Minnesota

Pending CLE Approval
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 General minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
2 General

Nevada

Pending CLE Approval
2 General

New York

Approved for CLE Credits
2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for CLE Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hour(s)

Tennessee

Pending CLE Approval
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law & Legal Hours

Receive CLE credit in Washington via attorney submission.
Wisconsin

Pending CLE Approval
2 General

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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