Using Copilot in MS Word for Legal Professionals

Overview: 

Legal documentation demands precision, consistency, and careful review, often requiring significant time and effort. Microsoft Copilot in MS Word introduces AI-powered assistance that can enhance these workflows by supporting drafting, editing, summarization, and refinement of legal documents. This session provides a structured overview of how Copilot works within MS Word and how legal professionals can use it effectively to support their existing processes.

Participants will explore practical applications such as drafting initial versions of contracts, refining clauses, summarizing lengthy agreements, and improving language clarity while retaining full professional oversight. The session also addresses important considerations around confidentiality, data handling, and responsible AI use in legal environments. By the end of the course, attendees will have a clear understanding of where Copilot adds value, where human expertise remains essential, and how to use AI as a reliable productivity partner in legal work.

Course Objective: 

• Understand the capabilities of Microsoft Copilot within MS Word for legal use cases
• Learn how Copilot can assist with drafting and revising legal documents
• Explore methods for summarizing and simplifying complex legal text
• Identify best practices for accuracy, confidentiality, and responsible AI use
• Improve efficiency and consistency in everyday legal documentation

Target Audience: 

• Practicing lawyers and legal consultants
• In-house legal and compliance professionals
• Law firm associates, partners, and support staff
• Contract managers and legal operations teams
• Professionals involved in legal drafting and documentation

Basic Knowledge:

• Working familiarity with MS Word for professional or legal documents
• General understanding of legal drafting and review processes
• Interest in adopting AI-assisted tools to enhance productivity