Role-Based Programme
RB0471

Copilot for Microsoft 365 for Legal & Compliance

AI-Assisted Contract Review, Policy Analysis & Compliance Productivity

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support legal research preparation, contract review, policy analysis, compliance documentation, and stakeholder communication.
  • Explore source-grounded workflows using approved contracts, policies, procedures, regulatory information, and organizational documents.
  • Use Copilot to summarize, compare, structure, and draft legal and compliance information more efficiently.
  • Identify practical applications for obligation tracking, compliance reviews, meeting follow-up, and management reporting.
  • Apply confidentiality, privilege awareness, source validation, professional judgement, and responsible AI controls.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsOneDriveSharePointMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchDocument Summarization & Meeting Summaries

Who should attend

  • Legal Managers
  • Corporate Legal Professionals
  • Legal Operations Professionals
  • Contract Management Professionals
  • Commercial Legal Professionals
  • Compliance Managers
  • Compliance Officers
  • Governance, Risk & Compliance Professionals
  • Regulatory Compliance Professionals
  • Policy & Governance Professionals
  • Ethics & Compliance Professionals
  • Legal & Compliance Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of legal, contract, policy, or compliance activities
  • Familiarity with contracts, policies, procedures, regulations, or compliance documentation
  • Basic working knowledge of Microsoft 365 applications
  • No programming expertise required
  • No previous Copilot training required

TOC Modules

Concepts
  • Understanding Copilot across Word, Outlook, Teams, Excel, PowerPoint, SharePoint, OneDrive, and Copilot Chat
  • Identifying appropriate use cases across contracts, policies, compliance reviews, and legal operations
  • Understanding structured prompting using Issue → Context → Approved Sources → Constraints → Output
  • Differentiating AI assistance from legal advice, professional interpretation, and formal compliance decisions
Practical activities
  • Creating prompts for common legal and compliance activities
  • Comparing generic outputs with source-grounded legal and compliance outputs

Scenarios

Contract to Legal Review

Business Contract → Copilot-Assisted Clause Summary → Standard-Clause Comparison → Potential Deviations → Obligation Identification → Legal Counsel Review → Follow-Up Actions

Participants use Microsoft 365 Copilot to accelerate contract review preparation while ensuring legal interpretation, negotiation positions, and contractual risk decisions remain with qualified professionals.

Compliance Requirement to Management Action

Approved Compliance Requirement → Copilot-Assisted Summary → Policy / Control Mapping → Potential Gap → Compliance Review → Action Owner → Follow-Up → Management Update

Participants create a structured compliance workflow that improves analysis and coordination while keeping applicability, compliance conclusions, and formal approvals under authorized human ownership.

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