Role-Based Programme
RB0584

Microsoft Copilot Studio for Legal & Compliance

Build AI Agents for Legal Guidance, Compliance Workflows & Controlled Case Support

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Microsoft Copilot Studio to create governed agents for legal and compliance workflows.
  • Ground agents in approved policies, procedures, legal guidance, contractual information, and compliance documentation.
  • Design structured interactions for legal requests, contract support, policy queries, compliance obligations, and follow-up activities.
  • Connect agents with enterprise systems and workflows for controlled routing, notifications, approvals, and record updates.
  • Apply confidentiality, privilege, permissions, traceability, human review, and responsible-AI controls before operational deployment.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsKnowledge SourcesGenerative AnswersTopicsAgent Tools & ActionsAgent FlowsPower Platform ConnectorsDataverseSharePointAuthenticationTestingAnalytics & Governance

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of legal, compliance, or policy-management activities
  • Familiarity with contracts, policies, regulations, approvals, or legal-service requests
  • Basic awareness of Microsoft 365 or Power Platform is helpful
  • Familiarity with document repositories or structured business records is beneficial
  • No programming expertise required
  • No previous Copilot Studio experience required

TOC Modules

Concepts
  • Understanding Copilot Studio agents, instructions, knowledge, topics, tools, actions, and workflows
  • Identifying suitable applications across legal guidance, compliance support, contract processes, and policy queries
  • Differentiating AI assistance from formal legal advice, regulatory interpretation, and compliance determinations
  • Recognising where qualified legal or compliance professionals must retain decision authority
Practical activities
  • Exploring a sample legal-and-compliance agent
  • Mapping common legal and compliance activities to suitable agent capabilities
  • Defining agent scope, audience, boundaries, and escalation conditions

Scenarios

Contract Request to Controlled Legal Review

Business Contract Request → Copilot Studio Intake → Required Information Capture → Contract Classification → Legal Assignment → Review / Approval → Status Communication → Human Decision

Participants create an agent-assisted contract workflow that improves intake, routing, and follow-up while keeping contractual interpretation, negotiation, risk acceptance, and approval under qualified legal professionals.

Compliance Question to Governed Guidance

Employee Question → Approved Policy / Compliance Knowledge → Copilot Studio Agent → Grounded Guidance → Required Action → Compliance Review / Escalation When Needed

Participants build a source-grounded compliance agent that helps employees navigate approved requirements while ensuring sensitive, ambiguous, or consequential matters are escalated for human review.

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