Using Copilot in Microsoft Word for Lawyers

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.

On-Demand: September 18, 2025

1 hour CLE

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Program Summary

Learn how to use Copilot, Microsoft’s AI tool, to draft, summarize, format, and review legal documents in Microsoft Word. This one-hour webcast will include several live demonstrations to show Copilot in action and how it can save you time and increase your productivity.

Craig Brody Technology Trainer [email protected]

Key topics to be discussed:

  • Copilot capabilities and benefits; how it protects sensitive documents
  • How to effectively prompt Copilot to get what you need in Word
  • Use Copilot to draft documents including letters, memos and proposals
  • Summarize documents in many ways
  • Use Copilot to rewrite text and provide writing suggestions
  • How Copilot can assist with formatting a legal document
  • Transform text into Tables
  • Use Copilot to compare and analyze differences between contracts
  • See how Copilot can fill in a template automatically
  • How Copilot can help build a Table of Contents and Table of Authorities
  • Document Review: Editing, Proofreading, Correcting, Translating and more

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

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.

Agenda

I. Copilot capabilities and benefits; how it protects sensitive documents | 3:00pm – 3:05pm

II. How to effectively prompt Copilot to get what you need in Word | 3:05pm – 3:10pm

III. Use Copilot to draft documents including letters, memos and proposals | 3:10pm – 3:15pm

IV. Summarize documents in many ways | 3:15pm – 3:20pm

V. Use Copilot to rewrite text and provide writing suggestions | 3:20pm – 3:25pm

VI. How Copilot can assist with formatting a legal document | 3:25pm – 3:30pm

VII. Transform text into Tables | 3:30pm – 3:40pm

VIII. Use Copilot to compare and analyze differences between contracts | 3:40pm – 3:45pm

IX. See how Copilot can fill in a template automatically | 3:45pm – 3:50pm

X. How Copilot can help build a Table of Contents and Table of Authorities | 3:50pm – 3:55pm

XI. Document Review: Editing, Proofreading, Correcting, Translating and more | 3:55pm – 4:00pm

Preview
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