Microsoft Copilot for Lawyers – Practical Skills, Ethical Use, and Real-World Applications
Category: On Demand
Member Price: $208
Non-Member Price: $260
Areas of Law: For All Attorneys
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.5 hours of total CLE credit, including 1.2 in Ethics (Full Credits Available: NJ Ethics: 1.2, NJ General: 3.3). |
| NY CLE (t&nt): | NY Ethics Non-Transitional: 1.0, NY Professional Practice Transitional: 3.0 |
| PA CLE: | PA Ethics Credit: 1.0, PA Substantive Credit: 2.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Featured Speaker
Moderator
Presenters
- Paul Unger, Esq.
- Owner, Affinity Consulting
Discover how Microsoft Copilot can transform the way lawyers work by bringing generative AI directly into the Microsoft 365 applications they use every day. This comprehensive, hands-on program provides practical demonstrations and real-world examples showing how Copilot can help legal professionals work more efficiently while maintaining the quality and accuracy their clients expect.
The program includes in-depth instruction on using Copilot in Microsoft Word, Outlook, Teams, Excel, and PowerPoint. Participants will learn how to draft and revise documents, summarize lengthy materials, analyze contracts, manage email, prepare for and summarize meetings, organize information, create and analyze spreadsheets, generate formulas, and build polished presentations in a fraction of the time. Throughout the program, the focus remains on practical techniques that lawyers can immediately incorporate into their daily practice.
A dedicated ethics session examines the professional responsibility issues surrounding the use of Copilot AI in legal practice and how it differs from consumer versions of generative AI tools. Topics include a lawyer's duty of technological competence, protecting client confidentiality, verifying AI-generated work product, supervising the use of AI by lawyers and staff, and understanding the security, privacy, and governance features of Microsoft Copilot. Participants will also discuss practical law firm policies and workflows that promote the responsible, ethical use of AI while helping satisfy professional obligations.
Whether your organization is evaluating Microsoft Copilot or has already begun its implementation, this program provides the knowledge and practical skills needed to use Microsoft's AI tools effectively, securely, and ethically across the Microsoft 365 ecosystem.