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Microsoft 365 Copilot for Lawyers: Practical AI for Research, Drafting, and Review 2026

  • City:
  • Start Date:2026-08-13 10:00:00
  • End Date:
  • Length:
  • Level:Intermediate
  • Topics:Professional Skills

$139.00 ProPass

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This program is eligible for 1.5 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.8 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

Overview

Ready or Not, AI Is Part of the Conversation

Artificial intelligence is rapidly becoming part of the modern legal workplace, yet many attorneys remain uncertain about how AI tools can be used responsibly, securely, and effectively in legal practice.

AI Without the Learning Curve

This entry-level CLE program provides a practical introduction to Microsoft 365 Copilot, Microsoft’s AI assistant embedded directly into familiar applications such as Word, Outlook, Teams, and PowerPoint. Learn how Copilot can assist with meeting summaries, document creation, and review, helping you work more efficiently without replacing legal judgment or ethical obligations.

Learn It. Try It. Hear the Questions.

The first half of the program focuses on practical instruction and hands-on exercises you can complete right from your computer. You won’t be watching teacher-led demonstrations—instead, you’ll have the opportunity to work through the exercises yourself and put the concepts into practice.

Then, the format shifts. The entire second half is devoted to Q&A from the live program, covering practical questions and real-world issues raised by participants. It’s a chance to benefit from the questions others asked—and the answers you may have been wondering about, too.

Learning Objectives

After completing this program, you should be able to:

• Understand how Microsoft 365 Copilot works within common legal workflows

• Identify appropriate and inappropriate uses of AI in legal practice

• Use Copilot to assist with drafting and document review

• Improve efficiency while maintaining ethical and professional responsibilities

• Begin using Microsoft 365 Copilot confidently and responsibly

Who Should Attend

• Attorneys in private practice or in-house roles

• Legal professionals new to artificial intelligence tools

• Firms and legal departments using or considering Microsoft 365 Copilot

• Anyone seeking a practical, risk-aware introduction to AI in legal work

Recorded in August 2026.

Faculty

Tara Bartels, MA, PMP

Tara D. Bartels is Director of Advisory Services for Forte Technologies. Prior to this position, she was Manager of Advisory Services for Dataprise where she provided strategic consulting services to clients across the country. She graduated from Seton Hall University, M.A., Diplomacy and International Relations, and Fairfield University, B.A., Political Science, International Studies.

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