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Microsoft Copilot for Paralegals

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Date and Time

Wednesday, November 4, 2026, 12:00 PM until 3:15 PM

Category

IPE/NBI CLE

Registration Info

Registration is required

About this event

Overview

Practical Examples of Safe, Real-World Application

Most law firms already pay for Microsoft 365, and paralegals need to master the powerful AI assistant already embedded in the tools they use every day. This course is built around nine practical use cases covering the full spectrum of paralegal workflows: from drafting and document review to case coordination, billing support, and legal research assistance. You'll leave with a clear understanding of what Copilot can and cannot do, how to protect your clients and your firm while using it, and the specific prompts and workflows that deliver real value in legal practice today.

  • Understand exactly how Copilot works within Microsoft 365 and how it differs from other AI tools.
  • Use Copilot to prepare draft documents, correspondence, and summaries for attorney review.
  • Summarize lengthy documents and extract key data in minutes.
  • Leverage AI to supplement - not replace - your case support workflow.
  • Streamline billing narratives, email management, and case coordination.
  • See every skill demonstrated live with real-world legal examples.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. Leveraging Copilot Safely: What to Know First
  2. Client Intake, Case Triage, and Intake Summary
  3. Drafting and Editing a Legal Document
  4. Analyzing Data, Creating a Timeline
  5. Comparing and Reviewing Contract Versions
  6. Supplementing Legal Research for a Case
  7. Drafting a Billing Entry
  8. Organizing Email
  9. Optimizing Case Collaboration


Registration Fees $219.00

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