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Overview
Practical Demonstrations of Safe, Real-World Application
Most attorneys already pay for Microsoft 365 - and most have no idea that a powerful AI assistant is already embedded in the tools they use every day.
This hands-on program is built around nine practical demonstrations covering the full spectrum of attorney workflows: from drafting and document review to case coordination, billing, and legal research. You'll leave with a clear understanding of what Copilot can and cannot do, how to protect your clients and your license while using it, and the specific prompts and workflows that deliver real value in legal practice today. Register today!
- Understand exactly how Copilot works within Microsoft 365 and how it differs from other AI tools.
- Use Copilot to accelerate document drafting, editing, and contract review.
- Summarize lengthy documents and extract key data in minutes.
- Leverage AI to supplement - not replace - your legal research 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
- Leveraging Copilot Safely: What to Know First
- Demo 1: Client Intake, Case Triage, and Intake Summary
- Demo 2: Drafting and Editing a Legal Document
- Demo 3: Analyzing Data, Creating a Timeline
- Demo 4: Comparing and Reviewing Contract Versions
- Demo 5: Supplementing Legal Research for a Case
- Demo 6: Deposition Prep
- Demo 7: Drafting a Billing Entry
- Demo 8: Organizing Email
- Demo 9: Optimizing Case Collaboration and Meetings
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Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Alaska CLE |
|
3 Total |
| Alabama CLE |
|
3 Total |
| Arkansas CLE |
|
3 Total |
| Arizona CLE |
|
3 Total |
| California CLE |
|
3 Total |
| Colorado CLE |
|
4 Total |
| Connecticut CLE |
|
3 Total |
| Delaware CLE |
|
3 Total |
| Florida CLE |
|
3.5 Total |
| Georgia CLE |
|
3 Total |
| Hawaii CLE |
|
3 Total |
| Iowa CLE |
|
3 Total |
| Idaho CLE |
|
3 Total |
| Illinois CLE |
|
3 Total |
| Indiana CLE |
|
3 Total |
| Kansas CLE |
|
2 Total |
| Kentucky CLE |
|
3 Total |
| Louisiana CLE |
|
3 Total |
| Maine CLE |
|
3 Total |
| Minnesota CLE |
|
3 Total |
| Missouri CLE |
|
3.6 Total |
| Northern Mariana Islands CLE |
|
3 Total |
| Montana CLE |
|
3 Total |
| North Carolina CLE |
|
3 Total |
| North Dakota CLE |
|
3 Total |
| Nebraska CLE |
|
3 Total |
| New Jersey CLE |
|
3.6 Total |
| New Mexico CLE |
|
3 Total |
| Nevada CLE |
|
3 Total |
| New York CLE |
|
3.5 Total |
| Ohio CLE |
|
3 Total |
| Oklahoma CLE |
|
3.5 Total |
| Oregon CLE |
|
3 Total |
| Pennsylvania CLE |
|
3 Total |
| South Carolina CLE |
|
3 Total |
| Tennessee CLE |
|
3 Total |
| Utah CLE |
|
3 Total |
| Virginia CLE |
|
3 Total |
| Vermont CLE |
|
3 Total |
| Washington CLE |
|
3 Total |
| Wisconsin CLE |
|
3.5 Total |
| West Virginia CLE |
|
3.6 Total |
| Wyoming CLE |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| Montana CLE Credit for Paralegals |
|
3 Total |
| North Carolina Continuing Paralegal Education |
|
3 Total |
| New Mexico Paralegal Division, State Bar of |
|
3 Total |
| Ohio Certified Paralegals |
|
3 Total |
| NFPA |
|
0 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Leveraging Copilot Safely: What to Know First
- Comparing MS Copilot With Gemini, Claude, and ChatGPT
- How Copilot Works and Where It Lives in the Microsoft Ecosystem
- Confidentiality Risks, Data Handling, and Client Protection
- What Copilot Can and Cannot Reliably Do in Legal Contexts
- Personalization and Setting Up Safe Workflows: Tenant Settings, Permissions, and Best Practices
-
Demo 1: Client Intake, Case Triage, and Intake Summary
-
Demo 2: Drafting and Editing a Legal Document
-
Demo 3: Analyzing Data, Creating a Timeline
-
Demo 4: Comparing and Reviewing Contract Versions
-
Demo 5: Supplementing Legal Research for a Case
-
Demo 6: Deposition Prep
-
Demo 7: Drafting a Billing Entry
-
Demo 8: Organizing Email
-
Demo 9: Optimizing Case Collaboration and Meetings
Who Should Attend
This applied program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Victoria J. Cvitanovic
is an attorney with Rudick Law Group, PLLC. She represents established businesses, insurance carriers, professional practitioners, and individuals in all aspects of civil litigation. Ms. Cvitanovic's practice focuses on general liability and personal injury defense, medical malpractice defense, and appellate litigation. She earned her B.A. degree from Mississippi State University and her J.D. degree from Paul M. Hebert Law Center, Louisiana State University. Ms. Cvitanovic is a member of the Louisiana State Bar Association and the LA Center for Law and Civic Education.
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