Claritas Legal - Copilot Training Questionnaire

Microsoft Copilot Training Questionnaire

Complete this form to tailor the training to your workflows. Fields marked * are required.

Participant Information

Full Name *

Role / Title *

Department / Practice Area

Commercial Litigation Insolvency & Restructuring Business Crime Regulatory & Public Law Compliance Services General Counsel Support Operations

Primary Work Location

Microsoft 365 Proficiency

Rate 1–5 (1 = Never used, 5 = Advanced / daily user).

Microsoft Word

1 2 3 4 5

Microsoft Excel

1 2 3 4 5

Microsoft Outlook

1 2 3 4 5

Microsoft Teams

1 2 3 4 5

SharePoint

1 2 3 4 5

OneDrive for Business

1 2 3 4 5

Power BI

1 2 3 4 5

Do you use automation tools or templates?

Yes No

If yes, describe Have you used Copilot/ChatGPT/other AI?

Regularly Occasionally No

If yes, what for?

Drafting/Summarizing Legal Research Email Composition Data Analysis Brainstorming/Outlining

Common Workflows Typical daily tasks

Draft/Revise Contracts or Pleadings Legal Research & Citation Discovery/Due Diligence Review Summarize Depositions/Meetings Regulatory Filings Client Communications/Memos Matter Tracking / PM Invoices/Expense Summaries Knowledge Mgmt / SharePoint Training/Onboarding/Compliance

Which tasks take the most time each week? Which tasks could benefit most from AI? Primary applications you work in

Word Outlook Teams SharePoint Excel

Collaboration & Document Management How does your team share/manage files?

SharePoint OneDrive Email Attachments Network Drives

Live co-authoring (Word/SharePoint)?

Frequently Occasionally Rarely/Never

Comfort with version control / compare tools

Very comfortable Somewhat comfortable Not familiar

Training Interests What would you most like to learn?

Drafting (contracts/memos/filings) Summarize case law / long docs Generate emails / updates Analyze spreadsheets / data SharePoint / doc collaboration PowerPoint / reports Automate admin tasks

Emphasis areas

Ethics & confidentiality Prompt writing & accuracy Legal research with AI SharePoint & collaboration Copilot in Word/Outlook Copilot for data / BI

Preferred learning format

Live Teams Recorded videos Written guides / QRCs Interactive labs One-on-one

Time per week for training

Feedback & Expectations What would make the training most valuable? Concerns or hesitations about using AI? Additional comments or suggestions

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