This course, LGTCP800: Excel with Copilot for Legal Professionals, is designed to equip attorneys, paralegals, and other legal professionals with the skills to leverage Microsoft Copilot for Work within Excel. Covering the latest capabilities including the new Agent Mode (which replaces the former App Skills), this intermediate course teaches you to streamline data analysis, automate reporting, and apply AI-powered tools to common legal workflows such as trust account reconciliation, settlement calculations, billing analysis, and discovery management.
What You Will Learn
- Differentiate between Copilot Chat and Agent Mode and select the right tool for each task
- Use natural language to query, analyze, and visualize legal data in Excel
- Employ Agent Mode for multi-step workbook editing, table building, and dashboard creation
- Apply Copilot to trust reconciliation, settlement calculations, billing analysis, and discovery management
- Craft effective prompts using the Context + Task + Format framework
- Implement a verification protocol for all AI-generated outputs
Requirements
- Required:
- Microsoft 365 license with Copilot for Microsoft 365
- Basic familiarity with Microsoft Excel
- General understanding of Copilot, LLMs, and prompting concepts
- Excel files saved to OneDrive or SharePoint with AutoSave enabled
Who This Course Is For
- Attorneys seeking to leverage AI for data analysis and reporting
- Paralegals and legal assistants who work with spreadsheet data
- Legal operations professionals managing billing and case data
- Law firm administrators responsible for financial reporting
- Any legal professional who uses Excel in their daily work
Materials Included
- 30-minute video presentation
- Student Handbook (PDF)
- 5 hands-on exercise files (Excel)
- Quick Reference Card (HTML)
- 6 topic quizzes with 60 total questions