AI Fluency for Legal Professionals:
Practical Copilot for In-House Legal Teams

Duration: 2 Days | Available for Claude, Gemini, and more!

Description

This two-day immersive program equips in-house legal professionals with practical AI fluency focused on real legal workflows. Participants progress from a foundational understanding of generative AI to hands-on application using Microsoft 365 Copilot and Copilot Studio, enabling immediate efficiency gains, higher-value legal work, and responsible AI adoption across global legal teams.

Class time is divided between discussion, live demonstration, and hands-on labs, ensuring participants can apply each technique to their own day-to-day legal work.

Note: Platform Flexibility

This course is taught using Microsoft 365 Copilot and Copilot Studio, but the AI fluency, prompting, and workflow skills it teaches are tool-agnostic. The same techniques apply directly to Claude, Google Gemini, and other leading generative AI assistants. On request, the course can be delivered or adapted for Claude, Gemini, and more, so your team can build durable skills regardless of which platform your organization adopts.

Audience

In-house legal professionals — including counsel, legal operations staff, paralegals, and legal team leaders — who want to apply generative AI to everyday legal work. No prior AI experience is required.

Objectives

Understand what generative AI is — and is not — in a legal context
Design and apply effective prompts for routine and complex legal tasks
Confidently use Microsoft Copilot across core legal workflows
Critically evaluate AI outputs using legal judgment and review controls
Build and deploy simple Copilot agents for repeatable legal work
Apply learnings immediately within day-to-day legal roles

Course Outline

Day 1: Foundations and Core Legal Workflows

Module 1: AI Foundations for Legal Professionals
- AI vs. generative AI in legal practice
- How large language models work (high-level, non-technical)
- What generative AI is not: limits, risks, and misconceptions
- Strengths, limitations, and common failure modes
- Legal-specific enterprise considerations: confidentiality, privilege, governance
Lab 1: Understanding the AI Process
Module 2: Prompting for Legal Work
- From searching to instructing
- Prompt structure: context, constraints, examples
- Quality control and verification techniques
- Using Copilot as a legal thought partner
Lab 2: Legal Prompt Engineering in Practice
Module 3: Copilot for Core Legal Workflows
- Using Copilot in Word, Outlook, PowerPoint, and Teams
- Legal research and drafting support
- Summarizing complex materials for boards and business stakeholders
- Workshopping legal issues before final advice
Lab 3: In-House Legal Productivity Suite

Day 2: Advanced Legal Use Cases and Agents

Module 4: Advanced Legal Review and Analysis
- Contract comparison and version review
- Identifying deviations from templates and playbooks
- Risk-based summaries and negotiation briefs
- Copilot as a digital paralegal
Lab 4: High-Value Legal Analysis with Copilot
Module 5: Building Legal Copilot Agents
- When and why to use Copilot agents
- Copilot Studio fundamentals
- Focus use case: legal horizon scanning
- Defining scope, sources, guardrails, and outputs
Lab 5: Build a Legal Copilot Agent
Module 6: Governance, Adoption, and Measuring Impact
- Responsible AI use and human-in-the-loop controls
- Driving adoption across global legal teams
- Tracking utilization and efficiency gains
- Estimating legal AI ROI
Lab 6: Navigating the Horizon

Related AI Courses

See the full AI training roadmap and course directory for how this fits into a broader learning path.

Pair this course with AI Governance & Risk and AI Security for a broader view of responsible AI adoption, or explore AI Fluency: Practical Copilot for Everyday Users for a general-audience version of Copilot training.