Role-Based Programme
RB0474

Copilot for Microsoft 365 for Legal & Compliance

Advanced Legal Analysis, Compliance Workflows & Governed AI Productivity

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced proficiency in using Microsoft 365 Copilot for legal-document analysis, contract review, policy management, regulatory compliance, investigations, and governance activities.
  • Architect reusable workflows that connect organisational emails, documents, spreadsheets, meetings, presentations, and permitted enterprise knowledge.
  • Apply advanced prompting, comparison, extraction, classification, evidence synthesis, and analytical techniques to complex legal and compliance requirements.
  • Integrate Copilot-supported workflows for obligation management, compliance registers, control mapping, investigations, remediation, reporting, and stakeholder communication.
  • Establish rigorous controls for confidentiality, legal privilege, source traceability, permissions, validation, human legal judgement, and responsible AI use.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelOutlookMicrosoft TeamsPowerPointMicrosoft GraphMicrosoft Purview Governance Controls

Who should attend

  • Legal Directors
  • General Counsel / Deputy General Counsel Teams
  • Corporate Legal Managers
  • Legal Counsel
  • Compliance Directors
  • Compliance Managers
  • Regulatory Compliance Professionals
  • Legal Operations Professionals
  • Contract Management Professionals
  • Ethics & Compliance Professionals
  • Corporate Governance Professionals
  • Legal & Compliance Team Leads

Prerequisites & Participant Readiness

  • Working understanding of legal, contractual, regulatory, policy, or compliance processes
  • Familiarity with contracts, obligations, policies, controls, evidence, investigations, and compliance reporting
  • Working familiarity with Word, Excel, Outlook, Teams, and PowerPoint
  • Basic spreadsheet and document-analysis skills
  • No programming expertise required
  • No requirement to complete shorter Copilot for Microsoft 365 courses
  • Feature availability depends on organisational Microsoft licensing, permissions, security policies, and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Microsoft Graph, and enterprise work context
  • Exploring Copilot across Word, Excel, Outlook, Teams, PowerPoint, and Copilot Search
  • Understanding permission-aware access to organisational emails, chats, documents, and meetings
  • Mapping legal and compliance work across Discover → Analyse → Validate → Decide → Document → Govern
Practical activities
  • Mapping an existing legal or compliance process to Microsoft 365 Copilot
  • Identifying appropriate and inappropriate AI-assisted activities
  • Testing a cross-application legal information request
  • Creating a legal/compliance Copilot workflow architecture

Scenarios

Regulatory Change to Enterprise Compliance Response

Regulatory Requirement → Copilot Search → Internal Policies & Controls → Requirement Analysis → Excel Gap Matrix → Remediation Priorities → Word Executive Brief → Leadership Review → Approved Actions

Participants build a governed regulatory-impact workflow that converts verified regulatory information into control mapping, gap analysis, remediation actions, and decision-ready reporting while retaining legal interpretation and approval with qualified professionals.

Contract Portfolio to Obligation & Risk Governance

Executed Agreements → Copilot-Assisted Document Review → Obligation Extraction → Excel Obligation Register → Deadlines / Deviations / Risks → Legal Validation → Management Reporting → Owner Follow-Up

Participants develop an advanced contract-governance workflow that improves visibility of contractual obligations, deadlines, deviations, and responsibilities while preserving authoritative source documents and accountable legal review.

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