Role-Based Programme
RB0293

Microsoft 365 Copilot for Legal & Compliance

Research, Review & Build Smarter Legal Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across legal research, contract review, regulatory intelligence, policy analysis, compliance monitoring, and legal communication.
  • Apply advanced prompting and context-engineering techniques to produce structured, source-grounded, jurisdiction-aware, and review-ready legal outputs.
  • Use Researcher, Word, Excel, Analyst, SharePoint, Outlook, and Teams to investigate legal questions, analyse documents, review compliance information, and coordinate actions.
  • Build repeatable workflows for contract analysis, obligation management, regulatory-change assessment, policy review, and compliance reporting.
  • Apply confidentiality, privilege awareness, permissions, information protection, source validation, responsible AI, and qualified human judgement across Copilot-assisted legal work.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystWordExcelPowerPointOutlookTeamsOneDriveSharePoint & Microsoft Purview

Who should attend

  • Legal Counsel & In-House Legal Professionals
  • Legal Managers
  • Legal Operations Professionals
  • Compliance Managers
  • Regulatory Compliance Professionals
  • Contract Management Professionals
  • Corporate Legal Professionals
  • Policy & Governance Professionals
  • Ethics & Compliance Professionals
  • Data Privacy Professionals
  • Risk & Compliance Professionals
  • Legal Analysts
  • Compliance Analysts
  • Legal & Compliance Team Leads

Prerequisites & Participant Readiness

  • Basic familiarity with legal, contractual, regulatory, or compliance activities
  • Understanding of contracts, policies, regulations, controls, or compliance documentation
  • Basic working knowledge of Microsoft 365 applications
  • Familiarity with Word, Excel, Outlook, Teams, SharePoint, or document repositories is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Copilot programme is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, organisational grounding, and AI-assisted legal productivity
  • Identifying suitable applications across Research → Review → Analyse → Communicate → Monitor workflows
  • Understanding how Microsoft 365 permissions influence accessible organisational information
  • Recognising hallucinations, outdated legal information, jurisdictional differences, and incomplete evidence
Practical activities
  • Mapping recurring legal and compliance activities to appropriate Copilot-assisted workflows

Scenarios

Regulatory Change to Compliance Action Plan

Regulatory Development → Researcher → Authoritative Sources → Requirement Analysis → Internal Policy / Control Review → Potential Gaps → Stakeholder Actions → Management Brief

Participants use Microsoft 365 Copilot to investigate a regulatory development, compare its requirements against approved internal documentation, identify areas requiring professional validation, and prepare a structured compliance action brief.

Contract Review to Obligation Management

Contract → Copilot in Word → Key Terms & Obligations → Deviation Analysis → Risk / Clarification Questions → Obligation Register → Stakeholder Actions → Legal Review

Participants analyse a business agreement using Copilot, identify key contractual requirements and deviations, structure an obligation register, and prepare review questions while keeping interpretation and approval with authorised legal professionals.

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