Role-Based Programme
RB0291

Microsoft Copilot for Legal & Compliance

AI-Assisted Legal Review, Compliance & Documentation

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft 365 Copilot can support everyday Legal and Compliance activities within familiar Microsoft 365 applications.
  • Explore practical prompting techniques for contract review, policy analysis, compliance documentation, legal communication, and information summarisation.
  • Apply Copilot to analyse lengthy documents, identify key clauses and obligations, and structure information for professional review.
  • Experience how Word, Outlook, Teams, and Excel can support legal documentation, communication, meetings, and compliance tracking.
  • Recognise confidentiality, privilege, accuracy, regulatory obligations, access controls, and human-review requirements when using AI for legal work.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordOutlookTeamsExcelOrganisational Content & Files where licensed and enabled

Who should attend

  • Legal Executives
  • Legal Managers
  • In-House Legal Professionals
  • Compliance Executives
  • Compliance Managers
  • Corporate Legal Professionals
  • Contract Management Professionals
  • Regulatory Compliance Professionals
  • Legal Operations Professionals
  • Policy & Governance Professionals
  • Risk & Compliance Professionals
  • Contract Review Professionals
  • Legal & Compliance Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of legal, contractual, policy, or compliance activities
  • Familiarity with Microsoft Word, Outlook, Teams, or Excel is helpful
  • Familiarity with contracts, policies, regulations, or compliance documentation is beneficial
  • No AI or programming knowledge required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Generative AI and Microsoft 365 Copilot from a Legal and Compliance perspective
  • Exploring Copilot Chat and AI assistance across Microsoft 365 applications
  • Identifying suitable applications across contracts, policies, compliance, communication, and documentation
  • Understanding AI assistance versus authorised legal interpretation and professional judgement
  • Recognising hallucinations, incomplete context, confidential information, and compliance risks
Practical activities
  • Exploring Copilot through common Legal and Compliance activities
  • Comparing a traditional legal-document task with a Copilot-assisted approach

Scenarios

Contract to Legal Review Brief

Contract Document → Copilot Summary → Key Clauses → Obligations & Risks → Clarification Questions → Professional Review Brief

Participants use Copilot in Word to perform a structured first-pass review of a sample agreement, identify key obligations and high-attention areas, and prepare a concise brief while retaining final interpretation and approval with qualified legal professionals.

Compliance Requirement to Action Tracker

Compliance Requirement → Document Analysis → Obligations → Internal Actions → Owners & Deadlines → Excel Tracker → Management Update

Participants use Microsoft 365 Copilot to transform a supplied compliance requirement into structured actions, organise responsibilities and deadlines, and prepare a concise management update for professional compliance review.

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