This course is designed to equip U.S.-based attorneys, paralegals, and legal professionals at small to mid-sized firms with the skills to leverage Microsoft 365 Copilot for Work. Covering the latest 2026 capabilities including Agent Mode in Word and PowerPoint, Agents in OneDrive, and Copilot Tasks, this intermediate course teaches you to streamline document drafting, automate case file management, create templates and presentations from existing documents, and conduct legal research safely and effectively. Through hands-on demonstrations and practice exercises, you will learn to apply the Golden Rule of AI privacy, ensuring client confidentiality is maintained at every step.
What You Will Learn
- Distinguish between Copilot for Work (Secure) and Copilot Web (Public) to protect client confidentiality
- Master Agent Mode for drafting and refining legal documents conversationally in Word and PowerPoint
- Build custom Case Agents in OneDrive to instantly query and summarize entire case files
- Automate the creation of templates and presentations from existing documents
- Conduct safe and efficient legal research on U.S. federal and state statutes and regulations
- Apply the Golden Rule of AI Privacy to every task involving client data
Requirements
- Microsoft 365 license with Copilot for Microsoft 365
- Basic familiarity with Microsoft Word, PowerPoint, and OneDrive
- General understanding of AI and LLM concepts from previous courses
- Files saved to OneDrive or SharePoint with AutoSave enabled
Who This Course Is For
- Attorneys in small to mid-sized U.S. law firms
- Paralegals and legal assistants
- Legal operations professionals
- Law firm administrators
- Any legal professional seeking to improve efficiency with AI
Materials Included
- 90-minute instructor-led presentation
- Student Handbook (Markdown/PDF)
- Quick Reference Cards (PDF)
- Sample legal documents for hands-on exercises
- 14 detailed lessons across 6 topics