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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
Chelsea Vaughna Hale
With Chelsea Vaughna Hale Esq. from Courington Kiefer & Ankerson, L.L.C.

Thu, Nov 12, 00:00 AM – 00:00 PM

Product ID 102651

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Course Includes
$319

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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

Chelsea Vaughna Hale Esq.
Chelsea
Vaughna Hale, Esq.
Courington Kiefer & Ankerson, L.L.C.
Speaker bio
Chelsea Vaughna Hale Esq.

Chelsea Vaughna Hale, Esq.

Courington Kiefer & Ankerson, L.L.C.
Chelsea Vaughna Hale

is an Associate with Courington Kiefer & Ankerson, L.L.C. She applies extensive courtroom and judicial experience to the defense of complex civil litigation throughout Louisiana. Prior to joining private practice, Ms. Hale served as Judicial Law Clerk to the Honorable Jennifer M. Medley in Orleans Parish Civil District Court, where she gained firsthand insight into the management, adjudication, and resolution of some of Louisiana's most challenging civil disputes. Her practice focuses on commercial litigation, product liability, insurance defense, toxic tort claims, personal injury defense, and other complex civil matters. Ms. Hale is recognized for her attention to detail, strong analytical skills, and practical approach to dispute resolution. She is licensed to practice law in Louisiana, is a certified Louisiana Family and Civil Mediator, and serves as a Louisiana Notary Public.

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