Role-Based Programme
RB0583

Microsoft Copilot Studio for Legal & Compliance

AI Agents for Policy Guidance, Compliance Support & Governed Workflows

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

Programme Objectives

  • Understand how Copilot Studio can support legal and compliance knowledge access, policy guidance, controlled intake, and workflow assistance.
  • Explore instructions, enterprise knowledge, generative orchestration, topics, and tools for governed legal and compliance agent experiences.
  • Experience grounding an agent in approved policies, procedures, standards, and guidance.
  • Identify where agents can support compliance queries, request intake, routing, escalation, and status workflows.
  • Recognise requirements for confidentiality, permissions, data protection, human legal judgement, auditability, and responsible AI governance.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesTopicsTools & ConnectorsAgent FlowsTest ChatAgent EvaluationData Policies & Governance

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of legal, compliance, policy, or governance processes
  • Familiarity with organisational policies, regulatory requirements, or legal-service workflows
  • Basic awareness of Microsoft 365 or enterprise information systems is helpful
  • No programming expertise required
  • No previous Microsoft Copilot Studio experience required
  • Access to specific knowledge sources, connectors, and governance capabilities depends on organisational permissions and configuration

TOC Modules

Concepts
  • Understanding AI agents and their role in legal and compliance support
  • Exploring instructions, knowledge sources, topics, tools, and generative orchestration
  • Mapping User Question → Approved Knowledge → Guidance → Action / Escalation
  • Distinguishing informational assistance from legal judgement, interpretation, or approval
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a basic legal or compliance support agent
  • Defining its purpose, boundaries, target users, and escalation requirements

Scenarios

Employee Policy Question to Governed Guidance

Employee Question → Copilot Studio Agent → Approved Policy Knowledge → Grounded Response → Relevant Procedure → Human Escalation When Required

Participants create an agent experience that helps employees locate and understand approved compliance information while routing matters requiring interpretation or judgement to the appropriate specialist.

Compliance Request to Controlled Review Workflow

Business Request → Agent Intake → Required Information → Policy Check → Connector / Workflow → Compliance Review → Approval / Escalation → Confirmation

Participants design a controlled compliance-support workflow that captures required information and routes the matter appropriately without allowing the AI agent to make final legal or regulatory decisions.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.