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

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  • 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 90-minute, 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. Rather than focusing on abstract theory or public AI tools, this session demonstrates how Copilot can support everyday legal workflows while maintaining confidentiality, security, and professional responsibility.

See How AI Fits Into Your Daily Practice

Learn how Copilot can assist with research, document creation, and review, helping you work more efficiently without replacing legal judgment or ethical obligations. The program emphasizes realistic use cases appropriate for law firms and legal departments and highlights the limitations attorneys must understand when working with AI.

Start Small. Gain Confidence. Work Smarter.

This course is designed for attorneys with little to no prior experience using AI and focuses on practical, real-world applications inside Microsoft 365.

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 research, 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

Faculty

James R. Gast, Jr.

Jim Gast is Director of AI‑Powered Business Development at Valeo Networks (formerly President/Founder of SpliceNet Legal Tech) and a trusted guide for law firms adopting practical, next‑step technology. Over 30 years serving the legal industry, Jim has helped attorneys simplify workflows, reduce stress, and improve client service with tools they already use. He has presented for the Pennsylvania Bar Institute, the ABA, Inns of Court, national and regional ALA conferences, and other legal associations, delivering actionable, demo‑driven sessions that turn AI into everyday results.

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