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Copilot and Claude in MS Word: The AI Drafting Power Hours (With Real-World Examples)

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Live Online
3 hours
Sam Thomas
Keehle Amicon
Kristina Larry
With Sam Thomas III from Sam Thomas III Esquire & Associates + 3 others

Thu, Nov 12, 00:00 AM – 00:00 PM

Product ID 102651

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Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Stop Retyping the Same Documents. Draft Three Times Faster - Right Inside Word

You bill by the hour, but the hours you spend re-keying boilerplate, reformatting clauses, and rebuilding the same engagement letter for the fourth time this month are hours you never recover. In April 2026, that changed: both Microsoft Copilot and Anthropic's Claude now work natively inside Microsoft Word - the exact environment where you already draft, redline, and finalize every document - proposing edits as native tracked changes you review just like a junior associate's markup. This fast-moving program shows you how to put both tools to work today, using real-world examples of the documents you actually produce (engagement letters, demand letters, clauses, and routine agreements) and you'll leave with the prompts, the workflow, and the audit guardrails to start drafting smarter the next morning. By the end, the blank page stops being the bottleneck. Register today!

  • Draft first passes of routine documents in minutes instead of hours - without leaving Word.
  • Understand the real differences between Microsoft Copilot and Claude in Word, so you choose the right tool for the task.
  • Build reusable prompts and a repeatable drafting workflow that scales across your practice.
  • Apply tracked-change review so every AI edit stays visible, auditable, and under your control.

*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. The New Landscape: AI Inside Word - What Actually Shipped
  2. Drafting With Microsoft Copilot in Word
  3. Drafting With Claude in Word
  4. Prompting That Produces Usable Draft
  5. Building Verification Into Your Drafting

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102651

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3.5 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. The New Landscape: AI Inside Word - What Actually Shipped

    1. Copilot in Word vs. Claude for Word: how each one is built and what each does best
    2. Licensing reality check - what you need, what it costs, and the Team/Enterprise vs. personal-plan distinction
    3. Why “native tracked changes” is the feature that matters most for lawyers
    4. Setting expectations: what these tools draft well, and where they still fail

  2. Drafting With Microsoft Copilot in Word

    1. Live demo: drafting an engagement letter and a demand letter from a prompt
    2. Summarizing and rewriting sections of an existing draft
    3. Turning a draft into a review checklist organized by risk area
    4. Using Copilot's tracked-change controls for granular, auditable edits
    5. A first look at the Legal Agent for Word (Frontier preview) and playbook-driven review

  3. Drafting With Claude in Word

    1. Live demo: first-draft clauses and a routine agreement using Claude's sidebar
    2. Summarizing key commercial terms and flagging off-market provisions
    3. Working through reviewer comments without leaving the document
    4. Drafting in your existing template styles and catching cross-reference and numbering errors
    5. Building a reusable “skill” for a first-pass document task

  4. Prompting That Produces Usable Draft

    1. The anatomy of a drafting prompt: role, context, constraints, and format
    2. Prompt patterns for clauses, letters, and full agreements (with takeaway examples)
    3. Iterating: how to refine output instead of starting over
    4. Choosing Copilot vs. Claude task by task

  5. Building Verification Into Your Drafting

    1. The questions to ask before you paste a client document
    2. The hallucination problem: why every citation element and authority must be independently verified
    3. Building a personal verification-and-sign-off habit into the workflow

Who Should Attend

This program is designed for attorneys. Paralegals and legal assistants who prepare or revise documents will benefit substantially and are strongly encouraged to attend. The content is especially valuable for solo, small, and mid-sized firm practitioners across transactional and litigation practice areas - family law, estate planning, business, real estate, and general civil practice - where routine drafting consumes a large share of billable and non-billable time.

Speakers

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Keehle Amicon
Keehle
Amicon
Baker Hostetler
TR
Terrance D.
Roberts
BakerHostetler
Kristina T Larry
Kristina T.
Larry
Sassy Litigations, LLC
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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Speaker bio
Keehle Amicon

Keehle Amicon

Baker Hostetler
Keehle Amicon

is an intellectual property associate handling a broad range of litigation, prosecution, and licensing matters. Her practice is informed by her experience in the fashion industry, where she developed a practical understanding of how legal strategy intersects with evolving business and technological considerations. Ms. Amicon incorporates AI into her practice as a strategic tool, developing targeted prompts to support problem-solving in trademark clearance, prosecution, and disputes as well as to enhance the precision, efficiency, and clarity of legal drafting. She earned her B.A. degree, magna cum laude, from Rollins College and her J.D. degree, summa cum laude, from New York Law School.

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Speaker bio
TR

Terrance D. Roberts

BakerHostetler
Terrance Roberts

is a dedicated attorney at BakerHostetler’s Washington, D.C. office, actively contributing to the Intellectual Property Practice Group. Mr. Roberts brings a strong background in trademark, copyright, and advertising law providing reliable legal counsel that smartly aligns with broader business goals. His prior role in a major retail corporation has sharpened his ability to manage the complexities where innovation meets regulatory compliance. Mr. Roberts earned his B.A. degree, magna cum laude from the University of Central Oklahoma and his J.D. degree from The Ohio State University Michael E. Moritz College of Law. He is a member of the Ohio State Bar Association and the National LGBT Bar Association. Mr. Roberts is admitted to practice in Ohio and the District of Columbia. 

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Speaker bio
Kristina T Larry

Kristina T. Larry

Sassy Litigations, LLC
Kristina Larry

is a true solo attorney for her firm Sassy Litigations where she serves as a freelance general counsel for businesses, tech companies, and startups. She focuses on trademark, cybersecurity, and data privacy law. Ms. Larry holds both CIPP/US and AIGP certifications, which are the global gold standard for privacy and AI governance professionals. She also has a professional cybersecurity certification from Google and has earned certificates in the area of blockchain technology. Ms. Larry also created the legal sub brands, the Prenup Princess and The Seattle Wedding Lawyer. In addition to running her firm, she is a former lecturer at the University of Washington School of Law. Ms. Larry has served on many boards including the Washington State Bar Foundation, Washington State Bar Association (WSBA) Solo and Small Practice Section executive committee, and the Board of Governors for the WSBA. In 2018 she was named as one the 40 Under 40 by South Sound Business magazine. Ms. Larry completed her undergraduate work at the University of Wyoming and earned her J.D. degree at the HBCU Thurgood Marshall School of Law at Texas Southern University.

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