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

Five applications, one assistant, two hours of live demonstrations.

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

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, draft emails, summarize conversations, and manage meetings and inbox items. In Excel, manage legal data, create reports, calculate data, and create charts. In PowerPoint, create and edit presentations and insert images. In Teams, recap meetings.

The program also builds effective prompting skills — tips and best practices — and shows Copilot assisting with basic legal research while recognizing the need to verify authorities. Attendees leave able to ask questions, analyze information, generate recommendations, run web and other queries, work with PDFs, extract data, and create documents.

Key topics to be discussed:

• Copilot Foundations
  Features, benefits, data security, comparisons to other AI assistants, and effective prompting skills — tips and best practices.
• Word Demonstrations
  Summarizing, drafting, comparing, editing, and formatting contracts, briefs, memos, and other legal documents.
• Outlook and Teams
  Drafting emails, summarizing conversations, and managing meetings and inbox items — plus recapping meetings with Microsoft Teams.
• Excel and PowerPoint
  Managing legal data, creating reports, calculating data, and creating charts — plus 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: October 27, 2026

• 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