Outlook and Word for Lawyers: Using Microsoft Copilot

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. 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.

I. Effectively prompt Copilot to get what you need in Outlook and Word | 2:00pm – 2:15pm

II. Summarize Outlook emails and turn them into formatted Word documents | 2:15pm – 2:25pm

III. Extract key points from meeting notes to fill in a Word template | 2:25pm – 2:35pm

IV. Automatically draft e-mails, memos, and proposals with ease | 2:35pm – 2:45pm

V. Get writing assistance from automated Coaches | 2:45pm – 3:00pm

Break | 3:00pm – 3:10pm

VI. Prioritize Outlook emails with Copilot; Flag important messages | 3:10pm – 3:25pm

VII. Use Copilot for proofreading, making suggestions, translating text | 3:25pm – 3:35pm

VIII. Format paragraphs in legal documents using Copilot | 3:35pm – 3:45pm

IX. Shorten contract review; compare and analyze differences between contracts | 3:45pm – 4:05pm

X. Implement various tips and shortcuts using Copilot | 4:05pm – 4:10pm