Designed for in-house counsel and legal operations professionals, this program will move beyond the hype to explain what Copilot can – and cannot – do, how it differs from public AI tools and legal-specific platforms, and how legal teams can use it responsibly while protecting confidentiality, privilege, and professional judgment.
The discussion will cover Copilot’s integration across Microsoft 365, including Word, Outlook, Teams, Excel, and PowerPoint with practical examples of how attorneys can use AI to draft, summarize, analyze, and organize work more efficiently. The presenters will also address key limitations, including hallucinations, lack of legal judgment, and the continued need for attorney oversight.
Attendees will also learn how to:
- Compare Copilot alongside legal-specific AI tools
- Understand Microsoft's enterprise security and data governance framework
- Apply ethical guidance to real-world AI use cases involving client data, billing, disclosure obligations, and supervision
Topics will include:
- How Copilot differs from ChatGPT and other public generative AI tools
- Microsoft 365 integration, enterprise data protection, and tenant-boundary considerations
- Practical Copilot use cases across Word, Outlook, Teams, Excel, PowerPoint, and Copilot Chat
- Comparison of Copilot with legal-specific AI tools such as Harvey, LexisAI, and Clearbrief
- Ethical and professional responsibility considerations, including confidentiality, privilege, billing, disclosure, and supervision
- Governance, rollout, and training strategies for responsible firm-wide or legal department adoption
CLE Information: This program is presumptively approved for 1.0 CLE credit in California, Connecticut, Illinois, New Jersey, New York, Pennsylvania, Texas, and West Virginia. Applications for CLE credit will be filed in Colorado, Delaware, Florida, Georgia, Ohio, and Virginia. Attendees who are licensed in other jurisdictions will receive a uniform certificate of attendance, but Reed Smith only provides credit for the states listed. Please allow 4-6 weeks after the program to receive a certificate of attendance.
