Role-Based Programme
RB0292

Microsoft 365 Copilot for Legal & Compliance

Practical AI for Document Review, Regulatory Research & Compliance Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot across practical Legal and Compliance activities.
  • Apply structured prompting techniques for contract review, clause analysis, obligation extraction, policy review, regulatory research, and compliance documentation.
  • Use Copilot across Word, Outlook, Teams, and approved Microsoft 365 content to summarise, analyse, organise, and communicate legal and compliance information.
  • Apply Researcher Agent for complex, source-backed regulatory, policy, industry, and compliance investigations using authorised workplace information and web sources.
  • Build reusable and governed Legal and Compliance workflows while maintaining confidentiality, evidence traceability, permissions, professional judgement, and human approval.

Tools covered

Microsoft 365 CopilotCopilot ChatCopilot in WordOutlook & TeamsResearcher AgentMicrosoft 365 FilesOneDrive / SharePointMicrosoft Purview Awareness

Who should attend

  • In-House Legal Professionals
  • Corporate Legal Teams
  • Legal Executives
  • Legal Operations Professionals
  • Compliance Executives
  • Compliance Managers
  • Contract Management Professionals
  • Contract Administrators
  • Regulatory Compliance Professionals
  • Corporate Governance Professionals
  • Policy & Governance Professionals
  • Legal Analysts
  • Ethics & Compliance Professionals
  • Legal & Compliance Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of legal, contractual, governance, or compliance activities
  • Familiarity with agreements, policies, procedures, regulatory requirements, or compliance records
  • Basic familiarity with Microsoft Word, Outlook, Teams, and Microsoft 365
  • No programming knowledge required
  • No previous Microsoft 365 Copilot experience required
  • Participants should use anonymised or organisation-approved Legal and Compliance information
  • AI-generated outputs must not be treated as legal advice or final compliance conclusions
  • Final legal interpretation, contractual decisions, regulatory conclusions, and compliance approvals require authorised professional review

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot and Generative AI in Legal and Compliance work
  • Identifying appropriate applications across contracts, policies, research, correspondence, meetings, and reporting
  • Understanding grounding in authorised organisational content and existing Microsoft 365 permissions
  • Recognising hallucinations, confidentiality, privilege, accuracy, and professional-accountability considerations
Practical activities
  • Exploring common Legal and Compliance use cases with Copilot Chat
  • Comparing simple versus structured prompts for the same legal task
  • Asking Copilot to identify missing context, assumptions, and areas requiring professional review
  • Identifying suitable and unsuitable activities for AI assistance

Scenarios

Contract Review to Obligation Register

Agreement → Copilot in Word → Contract Summary → Clause & Obligation Extraction → Variance Review → Legal Blackline Validation → Legal Review → Obligation Register

Participants analyse an approved agreement, extract key obligations and dates, identify potential deviations, and prepare a structured obligation register while retaining final legal interpretation with qualified professionals.

Regulatory Change to Compliance Action

Regulatory Question → Researcher Agent → Authoritative Sources + Approved Organisational Content → Requirement Summary → Existing Policy Review → Potential Gaps → Action Checklist → Professional Validation

Participants investigate a regulatory development using source-cited research, compare validated requirements with approved organisational information, and prepare potential compliance actions for authorised Legal and Compliance review.

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