M365 Copilot for Legal Services
Drafting Quality, Review Accuracy, and Legal Decision Support Using AI
Drafting Quality, Review Accuracy, and Legal Decision Support Using AI
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M365 Copilot for Legal Services is a half-day, scenario-based workshop that teaches legal professionals how to prompt Microsoft Copilot effectively, apply disciplined legal reasoning, and use the Researcher agent to scale legal research once the fundamentals are in place.
Participants learn how to use Copilot to support drafting, summarisation, and analysis tasks while maintaining clear boundaries between AI assistance and legal advice. Skills are applied across realistic legal service scenarios involving document review, issue identification, and internal decision support.
Who should attend: Legal practitioners and in-house counsel, legal assistants and paralegals, compliance and governance professionals, and anyone supporting legal drafting, review, or research tasks.
By the end of this course, you will be able to:
Access to Microsoft 365 Copilot is recommended. Familiarity with basic legal concepts and documents. No prior AI, prompting, or Researcher experience is required.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
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Prompting Effectively with Copilot
Why vague prompts create legal risk
The Goal-Context-Sources-Expectations prompt model
Using constraints to control scope, tone, and jurisdiction
Preventing hallucination, overreach, and implied legal advice
Refining a prompt once, then validating manually
Legal Document Review and Issue Identification
Reviewing a contract, policy, or legal document
Identifying key clauses, obligations, and risks
Highlighting ambiguity or missing information
Distinguishing facts from interpretation
Output: legal issue summary
Drafting and Rewriting Legal Content
Using Copilot to draft or rewrite legal text
Controlling language precision and neutrality
Ensuring outputs remain within drafting assistance boundaries
Output: draft or revised legal document section
Legal Advice Structuring (Not Advice Generation)
Outlining possible legal considerations or approaches
Identifying risks, dependencies, and unknowns
Preparing internal discussion points rather than advice
Output: legal considerations outline
Legal Options and Internal Decision Support
Presenting alternative legal options or interpretations
Making trade-offs explicit (risk, precedent, compliance)
Drafting internal justification language
Output: legal options summary
Researcher Agent: Scaling Legal Research After the Fundamentals
Why Researcher is not a substitute for legal judgement
When Researcher is appropriate (case law scanning, legislative comparison, precedent research)
How to convert manual legal research steps into a Researcher task
Responding to Researcher clarification questions
Reviewing and validating Researcher outputs before use
What is this course about?
M365 Copilot for Legal Services is a half-day, scenario-based workshop that teaches legal professionals how to prompt Microsoft Copilot effectively, apply disciplined legal reasoning, and use the Researcher agent to scale legal research once the fundamentals are in place. It focuses on drafting quality, review accuracy, and responsible AI use across legal work.
Who should attend this course?
This course is suited to legal practitioners and in-house counsel, legal assistants and paralegals, compliance and governance professionals, and anyone supporting legal drafting, review, or research tasks. No prior AI or prompting experience is required.
What will I be able to do after completing this course?
You will be able to write clear, effective prompts using a repeatable structure, use Copilot to assist with legal drafting and review tasks, identify risks, gaps, and ambiguities in legal material, apply prompting discipline across common legal workflows, recognise when deeper legal research is required, and use the Researcher agent to scale legal research responsibly.
What is the Researcher agent and when is it introduced?
The Researcher agent is a Microsoft 365 Copilot capability that can accelerate legal research tasks such as case law scanning, legislative comparison, and precedent research. It is introduced only after participants have demonstrated that they can interpret legal material and risks themselves, ensuring it is used to support professional judgement, not replace it.
Do I need any prior AI or Copilot experience?
No prior AI, prompting, or Researcher experience is required. Familiarity with basic legal concepts and documents is expected. Access to Microsoft 365 Copilot is recommended to get the most from the hands-on exercises.
How long is the course and how is it delivered?
The course runs for half a day (3.5 hours). It is delivered instructor-led, either in-person or live online, and is scenario-based and hands-on throughout.
What scenarios are covered in the course?
The course includes realistic legal scenarios covering legal document review and issue identification, drafting and rewriting legal content, legal considerations structuring for internal discussion, and legal options with internal decision support. Each scenario produces a practical output that participants can immediately apply in their role.
Will there be practical exercises?
Yes. The entire course is scenario-based and hands-on. Participants work through realistic legal situations and leave with practical outputs including a legal issue summary, a draft or revised legal document section, a legal considerations outline, a legal options summary, and a repeatable prompting framework they can apply immediately.
Is there a certificate upon completion?
Yes. You will receive a Nexacu Certificate of Completion to verify your skills with Microsoft 365 Copilot for Legal Services. It is ideal for sharing on LinkedIn or adding to your professional development record.
Can this course be delivered for my team or organisation?
Yes. This course is available as a private, customised session for teams and organisations. Contact Nexacu to discuss group bookings, tailored scenarios, or workplace training options.
Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Studio: Building AI AgentsBuild and customise Copilot agents for your organisation. Learn how to design, train and share Copilot agents using Microsoft 365 data and natural language prompts.
Copilot for Power BILearn Power BI Copilot training to prepare semantic models, generate insights, and apply governance for accurate, trusted AI-driven analytics.
Copilot for Executives and ManagersLead smarter with Copilot. This half-day course helps executives and managers use AI to summarise, communicate, and make decisions more effectively.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Copilot for FinanceAnalyse data, validate outputs, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, financial judgement, and decision support skills for finance-focused roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for SalesResearch smarter and sell with more confidence using Copilot. This scenario-based workshop builds prompting, discovery, and research skills for sales-focused roles.
Copilot for MarketingPlan, create, and refine marketing work with more confidence using Copilot. This scenario-based workshop builds prompting, research, and campaign decision support skills for marketing-focused roles.
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