Role-Based Programme
RB0472

Copilot for Microsoft 365 for Legal & Compliance

Enhance Document Review, Policy Management & 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 for legal-document review, policy management, compliance tracking, and stakeholder communication.
  • Use Copilot to summarize, compare, structure, and extract key information from approved contracts, policies, procedures, and compliance documents.
  • Apply Copilot in Excel to organize obligations, findings, controls, actions, deadlines, and compliance-status information.
  • Use Word, Outlook, Teams, and PowerPoint to accelerate controlled drafting, meeting follow-up, reporting, and compliance communication.
  • Apply responsible AI practices covering confidentiality, legal privilege, privacy, regulatory sensitivity, source validation, and qualified human review.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePoint

Who should attend

  • Legal Managers
  • In-House Legal Professionals
  • Compliance Managers
  • Compliance Officers
  • Legal Operations Professionals
  • Contract Management Professionals
  • Regulatory Compliance Professionals
  • Governance Professionals
  • Policy Management Professionals
  • Data Privacy Professionals
  • Ethics & Conduct Professionals
  • GRC Professionals
  • Legal & Compliance Coordinators

Prerequisites & Participant Readiness

  • Basic understanding of legal or compliance processes
  • Familiarity with contracts, policies, regulations, controls, or compliance documentation
  • Basic working knowledge of Microsoft 365 applications
  • Basic familiarity with Microsoft Excel
  • Awareness of confidentiality and document-handling requirements
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, Outlook, Teams, PowerPoint, SharePoint, and OneDrive
  • Identifying suitable legal and compliance use cases
  • Understanding how organizational context and permissions affect AI-assisted work
  • Differentiating AI assistance from legal interpretation and compliance judgement
Practical activities
  • Exploring Copilot across common legal and compliance applications
  • Testing structured legal and compliance prompts
  • Mapping Legal / Compliance Task → Microsoft 365 App → Copilot Support

Scenarios

Contract Review to Obligation Tracking

Contract → Word Copilot Summary → Key Clauses & Obligations → Legal Validation → Excel Obligation Tracker → Owners & Due Dates → Follow-Up

Participants summarize a sample contract, identify obligations and deadlines, validate them against the original document, and create a controlled obligation-tracking workflow.

Compliance Finding to Management Review

Compliance Finding → Supporting Evidence → Copilot Summary → Excel Action Tracker → Teams Review → PowerPoint Compliance Update → Management Decision

Participants convert a compliance finding into a structured action plan, track remediation progress, and prepare a concise management update while retaining human ownership of compliance conclusions and closure.

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