DO:
✓ Review all AI-generated content before using
✓ Provide specific, detailed prompts
✓ Use follow-up prompts to refine results
✓ Maintain your firm’s confidentiality standards
✓ Ask for help with formatting and style
✓ Use Copilot to improve existing drafts
DON’T:
Share confidential client information inappropriately
Send AI-generated content without review
Rely solely on AI for legal advice or analysis
Ignore your firm’s AI usage policies
Assume all generated content is accurate
Use Copilot for tasks requiring legal judgment
Module 1: Introduction to Microsoft Copilot (8 minutes)
Timing: 0:00 - 0:08
- What is Microsoft Copilot?
- How Copilot integrates with Microsoft 365 applications
- Benefits for legal professionals
- Security and confidentiality considerations
- Activity: Quick demonstration of Copilot interface
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Module 2: Document Creation and Editing (12 minutes)
Timing: 0:08 - 0:20
- Drafting legal letters and memos
- Creating document templates
- Proofreading and editing assistance
- Formatting legal documents
- Hands-on Exercise: Draft a client follow-up letter using Copilot prompts
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Module 3: Client Communication Enhancement (8 minutes)
Timing: 0:20 - 0:28
- Writing professional emails
- Summarizing complex legal information for clients
- Creating meeting agendas and follow-up notes
- Hands-on Exercise: Transform technical legal language into client-friendly
communication
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Module 4: Research and Information Management (10 minutes)
Timing: 0:28 - 0:38
- Summarizing lengthy documents and contracts
- Extracting key information from legal texts
- Creating case summaries and briefs
- Organizing research findings
- Hands-on Exercise: Summarize a sample contract using Copilot
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Module 5: Administrative Efficiency (5 minutes)
Timing: 0:38 - 0:43
- Calendar management and scheduling
- Task prioritization and organization
- Creating checklists and workflows
- Quick Demo: Using Copilot for administrative tasks
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Module 6: Best Practices and Q&A (2 minutes)
Timing: 0:43 - 0:45
- Ethical considerations and confidentiality
- When to use and when not to use Copilot
- Tips for effective prompting
- Open Q&A session
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