Microsoft Copilot AI tool for Lawyers (Part 2)

Craig Brody
Craig Brody | Craig Brody LLC

Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law.

On-Demand: July 31, 2025

1 hour CLE

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Program Summary

This webinar continues to explore Microsoft’s AI tool, Copilot. See how it can be used in Contracts, Litigation, and Advisory Services to automate tasks, improve communications, save time, reduce costs, and make better decisions to serve your clients. Demonstrations include use of Copilot in Outlook, Word, PowerPoint and other applications.

Craig Brody Technology Trainer [email protected]

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • More Copilot general skills; More on effective Prompting to get what you need
  • How Copilot protects confidential information
  • Draft new documents, emails, and presentations
  • Summarize a long email thread and turn it into a legal draft
  • Quickly review and compare contracts
  • Research and draft documents to produce legal guidance
  • Aggregate case information; Analyze Cases; Suggest legal strategies
  • Summarize Meeting notes
  • Edit Copilot responses to share with team members
  • Review legal documents using an AI Agent

Closed-captioning available

Speakers

Speaker_Craig Brody_MDBCraig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law. Craig also conducts workshops, classes, and consulting services for the University of Pennsylvania’s Wharton Business School, Penn Carey Law School, law firms, accounting associations, and accreditation providers. His services include spreadsheet analysis, design and troubleshooting, software programming, consulting, published course guides, recorded courseware videos, and other reference materials.

Agenda

I. More Copilot general skills; More on effective Prompting to get what you need | 3:00pm – 3:05pm

II. How Copilot protects confidential information | 3:05pm – 3:10pm

III. Draft new documents, emails, and presentations | 3:10pm – 3:15pm

IV. Summarize a long email thread and turn it into a legal draft | 3:15pm – 3:20pm

V. Quickly review and compare contracts | 3:20pm – 3:25pm

VI. Research and draft documents to produce legal guidance | 3:25pm – 3:30pm

VII. Aggregate case information; Analyze Cases; Suggest legal strategies | 3:30pm – 3:35pm

VIII. Summarize Meeting notes | 3:35pm – 3:45pm

IX. Edit Copilot responses to share with team members | 3:45pm – 3:50pm

X. Review legal documents using an AI Agent | 3:50pm – 4:00pm

Preview
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