Role-Based Programme
RB0473

Copilot for Microsoft 365 for Legal & Compliance

Strengthen Document Review, Compliance Analysis & Governed Legal Workflows with AI

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

Programme Objectives

  • Develop functional proficiency in applying Copilot across legal document review, contract analysis, compliance monitoring, policy management, and legal operations.
  • Use authorised organisational information to summarise, compare, extract, and organise legal and compliance information efficiently.
  • Build reusable AI-assisted workflows for obligations, regulatory requirements, compliance reviews, remediation tracking, and management reporting.
  • Apply Copilot across Word, Excel, Outlook, Teams, and PowerPoint to improve legal collaboration, documentation, and follow-through.
  • Maintain confidentiality, privilege awareness, source validation, professional judgement, and governance throughout AI-assisted legal workflows.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsMicrosoft 365 Copilot PagesOneDrive & SharePoint ContentMicrosoft Purview Controls

Who should attend

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

Prerequisites & Participant Readiness

  • Working understanding of legal, contractual, regulatory, or compliance processes
  • Familiarity with contracts, policies, obligations, regulations, and compliance reviews
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI and prompt design is helpful
  • Experience handling legal or compliance documentation is beneficial
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across legal documents, organisational information, communication, meetings, and analysis
  • Mapping AI assistance across Identify → Review → Analyse → Act → Monitor
  • Understanding organisational grounding, permissions, and information boundaries
  • Differentiating AI assistance from qualified legal interpretation and compliance judgement
Practical activities
  • Exploring representative legal and compliance use cases across Microsoft 365
  • Mapping Legal Activity → Copilot Capability → Human Review → Business Outcome

Scenarios

Contract to Obligation & Risk Review

Contract → Copilot-Assisted Clause Review → Obligations & Key Dates → Human Legal Validation → Excel Obligation Tracker → Risk / Exception Identification → Owner Assignment → Follow-Up

Participants analyse a representative agreement, structure its key obligations, and create an actionable tracking workflow while ensuring contractual interpretation remains under qualified legal ownership.

Compliance Requirement to Remediation & Management Reporting

Compliance Requirement → Policy / Control Review → Gap Identification → Compliance Validation → Remediation Action → Owner & Due Date → Excel Tracking → Management Brief → Closure Review

Participants use Copilot to organise a compliance requirement from initial analysis through remediation tracking and management communication while retaining human responsibility for applicability, compliance conclusions, and final closure.

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