Training course – Microsoft 365 Copilot – Legal

Microsoft 365 Copilot for Legal Professionals

Use Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams productively, securely and in line with permissions.

Duration
6 hours, one session
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

This course connects Microsoft 365 Copilot with the everyday processes of Legal. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

Microsoft 365 Copilot brings AI right into the applications where your daily work happens: Word, Excel, PowerPoint, Outlook and Teams. What sets it apart from publicly available chatbots is its grounding in your organisation's data via Microsoft Graph – Copilot can draw on the emails, meetings, chats and documents you already have access to. In this practical day you learn to use that connection deliberately: drafting content from existing files, summarising inboxes and long threads, following up on meetings and generating presentations from Word documents.

You also learn how the licensed Copilot differs from Copilot Chat, when web-grounded and when work-grounded answers make sense, and how to use both prebuilt and your own agents. A central topic is the permission model: Copilot only surfaces what you are allowed to see, so sharing settings in SharePoint, OneDrive and Teams directly determine the quality and security of results. You leave with tested prompts for every Office application and a clear understanding of responsible use within your tenant.

Legal departments and law firms work with large volumes of text: contracts, pleadings, statutes, judgments and correspondence. That is why generative AI is changing legal work so profoundly. AI assistants summarise case files and judgments, draft contracts from model clauses, compare contract versions, identify risks in clauses and prepare outlines for submissions. AI agents and automation support due diligence reviews, deadline management and answering recurring questions from the business. Diligence remains essential: language models can invent citations or misstate the law, and client confidentiality and professional rules set clear limits on data processing. Lawyers who combine AI with verified sources, clear review steps and secure environments gain time for strategy, negotiation and advice.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Lawyers and partners in law firms
  • In-house counsel and corporate lawyers
  • Paralegals and legal assistants
  • Legal operations and legal tech leads
  • Contract managers

Typical challenges we address

  • Reviewing large numbers of contracts and files in a short time
  • Ensuring consistent quality for standard contracts and recurring requests
  • Keeping track of case law and legislative changes efficiently
  • Protecting client and business secrets when using digital tools

What you will be able to do

  • You use Copilot in Word, Excel, PowerPoint, Outlook and Teams for your recurring tasks.
  • You write prompts that draw on existing files, emails and meetings as context.
  • You distinguish between Microsoft 365 Copilot and Copilot Chat and choose the right mode.
  • You use prebuilt agents and create a simple agent of your own for your team.
  • Use AI for contract review, drafting and file summaries with systematic source verification.
  • Automate recurring legal workflows such as standard contracts and requests from the business.
  • Use AI while upholding client confidentiality, professional rules and the GDPR.

Course outline

Module 1 Copilot fundamentals and Microsoft Graph
  • Microsoft 365 Copilot and Copilot Chat: capabilities and licensing
  • Grounding in organisational data through Microsoft Graph
  • Switching between web and work context and referencing specific files
  • Prompt structure with goal, context, source and expectations
Module 2 Word and PowerPoint
  • Drafting from existing documents, notes and emails
  • Rewriting, shortening, adjusting tone and summarising text
  • Generating presentations from Word documents or outlines
  • Refining slides, adding speaker notes and sharpening key messages
Module 3 Excel and data analysis
  • Querying tables, spotting trends and highlighting outliers
  • Getting suggestions for formulas, calculated columns and conditional formatting
  • Creating charts and pivot analyses from natural language
  • Sanity-checking results and ensuring data quality
Module 4 Outlook, Teams and agents
  • Summarising long email threads and drafting replies
  • Summarising Teams meetings and extracting action items and open questions
  • Using Copilot Pages and Notebooks for collaborative work
  • Using prebuilt agents and creating your own with Agent Builder
Module 5 Permissions, data protection and governance
  • The permission model: Copilot only shows what you can access
  • Identifying oversharing in SharePoint, OneDrive and Teams
  • Sensitivity labels, data boundaries and GDPR considerations
  • Usage policies, team adoption and measuring impact
Module 6 Practice lab: Legal
  • Contract review
  • Contract drafting
  • Summarising files and judgments
  • Due diligence support
  • Structuring submissions
  • Legal self-service for the business
Module 7 Data protection, quality & transfer to daily work
  • Lawyers are bound by professional secrecy, in Germany under the Federal Lawyers' Act and Section 203 of the Criminal Code; client data may only be shared with service providers bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be anonymised, and AI output must always be checked against primary sources.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Contract review

An AI assistant checks contracts against an internal playbook, flags deviating or missing clauses such as limitation of liability, jurisdiction or termination rights and suggests alternative wording for lawyers to evaluate.

Contract drafting

Approved model clauses and a structured questionnaire produce a draft contract, for example a non-disclosure or services agreement, including explanations for the business team.

Summarising files and judgments

AI condenses extensive files, submissions or judgments into facts, issues, arguments and outcome and creates chronologies that are checked against the originals.

Due diligence support

Contracts in data rooms are searched for change-of-control clauses, exclusivities, terms or liability risks, and findings are prepared in an overview for the due diligence report.

Structuring submissions

AI proposes outlines and lines of argument for submissions, opinions or memos, drafts individual sections and checks texts for contradictions and clarity.

Legal self-service for the business

A knowledge assistant answers standard questions from business units, such as contract approval or signing authority, based on internal policies and routes complex requests to the legal team.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. You work in a legal role, for example at a law firm or in-house legal department, and regularly handle contracts or submissions.

Technical requirements

A laptop with access to Microsoft 365 via your work account; a Microsoft 365 Copilot licence is ideal for all exercises, while Copilot Chat covers part of the content.

Data protection & compliance

Lawyers are bound by professional secrecy, in Germany under the Federal Lawyers' Act and Section 203 of the Criminal Code; client data may only be shared with service providers bound to confidentiality and processing data in line with the GDPR. Otherwise, facts must be anonymised, and AI output must always be checked against primary sources.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Thu, 10 December 2026 6 hrs Request
  • Salzburg Fri, 11 December 2026 6 hrs Request
  • Berlin Fri, 11 December 2026 6 hrs Request
  • Augsburg Thu, 10 December 2026 6 hrs Request
  • Hanover Mon, 14 December 2026 6 hrs Request
  • Bremen Wed, 16 December 2026 6 hrs Request
  • Stuttgart Fri, 11 December 2026 6 hrs Request
  • Kaiserslautern Wed, 16 December 2026 6 hrs Request
  • Online Tue, 15 December 2026 6 hrs Request

Frequently asked questions

What is the difference between Microsoft 365 Copilot and Copilot Chat?

Copilot Chat is available to many work accounts without an additional licence and answers mainly from web content and uploaded files. The licensed Microsoft 365 Copilot also reaches your emails, meetings and documents through Microsoft Graph and is built directly into Word, Excel, PowerPoint, Outlook and Teams.

Can Copilot see my colleagues' confidential files?

Copilot respects existing permissions and only surfaces content you can already access yourself. Problems arise when files are shared too broadly – with the entire organisation, for instance. In the course you learn how to spot such oversharing and how to fix it properly together with your IT team.

Do I need prompting experience for this course?

No. We start with the fundamentals of good prompts and practise them directly in the Office applications. What matters is that you are comfortable using Word, Excel, PowerPoint, Outlook and Teams day to day. Everything else – from referencing files to working with agents – we build up step by step through realistic tasks.

May lawyers enter client data into AI tools?

Only if the provider has been carefully selected, is bound to confidentiality, is contractually integrated under data protection law and does not use inputs for training. Otherwise, work with anonymised facts. In the course we develop clear, practical guidelines for this.

How do we deal with invented citations?

Language models can invent case numbers, sections or quotes. Use AI with supplied sources as context or with legal databases that provide verified references, and check every citation before using it. We practise this review routine in the course with realistic examples.

How much does “Microsoft 365 Copilot for Legal Professionals” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

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