This course, LGTCP300: Copilot for Legal Research, provides U.S. small law firm professionals with the essential skills to leverage Microsoft Copilot for comprehensive legal research. This intermediate course covers how to transform everyday Microsoft 365 tools—Word, Edge, SharePoint, and Teams—into a powerful, AI-driven research platform. Participants will learn to craft effective prompts, conduct case law and statutory analysis, organize findings, and implement a rigorous verification protocol to ensure professional responsibility.
What You Will Learn
- Understand how Copilot functions as a secure legal research assistant within your M365 tenant
- Craft effective research prompts using the Jurisdiction + Scope + Task + Format pattern
- Conduct case law research, statutory analysis, and jurisdictional comparisons
- Use Copilot to draft professional research memoranda and organize findings in SharePoint
- Implement a verification checklist to ensure AI-generated research meets professional standards
Requirements
- Required:
- Microsoft 365 license with Copilot for Microsoft 365
- Basic familiarity with legal research concepts
- General understanding of Copilot, LLMs, and prompting concepts
- Files saved to OneDrive or SharePoint with AutoSave enabled
Who This Course Is For
- Attorneys at small to mid-sized U.S. law firms
- Paralegals and legal assistants involved in the research process
- Legal operations professionals seeking to improve firm efficiency
- Any legal professional who conducts legal research as part of their role
Materials Included
- 90-minute video presentation
- Comprehensive Student Handbook (PDF)
- 3 Quick Reference Cards (PDF)
- Sample Excel file for hands-on exercise
- 6 topic quizzes with associated questions