How to Access Copilot:
1. In Word, Excel, PowerPoint: Look for the Copilot icon in the ribbon
In Outlook: Find Copilot in the compose window
Copilot Chat: Available as a separate app or within Microsoft 365
Basic Prompting Tips:
Be Specific: “Draft a client follow-up letter about case status” vs. “Write a letter”
Provide Context: Include relevant details about tone, audience, and purpose
Ask for Revisions: “Make this more formal” or “Simplify this language”
Use Follow-up Prompts: Build on previous responses to refine results
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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