Microsoft Copilot for Paralegals
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
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 |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Wed, Nov 04, 00:00 AM – 00:00 PM
Wed, Nov 04, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
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 IPE'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
- Client Intake, Case Triage, and Intake Summary
- Drafting and Editing a Legal Document
- Analyzing Data, Creating a Timeline
- Comparing and Reviewing Contract Versions
- Supplementing Legal Research for a Case
- Drafting a Billing Entry
- Organizing Email
- Optimizing Case Collaboration
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.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
3 Total |
| Delaware Certified Paralegal Program |
|
3 Total |
| Florida Registered Paralegal |
|
3 Total |
| Indiana Paralegal CLE |
|
3 Total |
| NALA |
|
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 |
|
3 Total |
| Texas State Bar of Paralegal Division |
|
3 Total |
| Washington Paralegal Association |
|
3 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Live - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Live - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
- 3 Technology
Live - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 3.0 hours of technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
Live - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
- 3 Technology
Live - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education credit required to maintain the CP (Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
Live - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of paralegal CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 3 Total Credits
Live - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits
Live - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general and 0.0 ethics (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Live - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
Live - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
Live - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 3 Total Credits
Live - Washington Paralegal Association - 3: Approved for 3.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 3 Total Credits
Earn Until
OnDemand - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 3: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 3 Total Credits
Earn Until
OnDemand - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 3: This course qualifies for 3.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 3 Total Credits
- 3 Technology
Earn Until
OnDemand - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hours of self-study technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 3.0 hours of self-study technology credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 3 Total Credits
Earn Until
OnDemand - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 3: This course qualifies for 3.0 hours of distancing learning continuing education, including 0.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Approved · 3 Total Credits
- 3 Technology
Earn Until
OnDemand - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Video Download - NALA - 3: This seminar meets the requirements of NALA The Paralegal Association Certifying Board for 3.0 hours, including 3.0 technology and 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Montana CLE Credit for Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
Video Download - Montana CLE Credit for Paralegals - 3: This course has been approved for 3.0 hours of self-study CLE credit, including 0.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Approved · 3 Total Credits
Earn Until
OnDemand - North Carolina Continuing Paralegal Education - 3: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 3.0 hours, of which 0.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Approved · 3 Total Credits
Earn Until
OnDemand - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Video Download - New Mexico Paralegal Division, State Bar of - 3: Approved by the Paralegal Division of the State Bar of New Mexico for 3.0 general self-study credit and 0.0 ethics self-study credit (for a total of 3.0 hours CLE).
Ohio Certified Paralegals Approved · 3 Total Credits
Earn Until
OnDemand - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 3: This course qualifies for 3.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 3 Total Credits
Earn Until
OnDemand - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Video Download - NFPA - 3: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 3.0 hours of Continuing Legal Education self-study credit, including 0.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 3 Total Credits
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 3: This course qualifies for 3.0 self-study CLE credit hours, including 0.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 3 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 3: Approved for 3.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
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
-
Client Intake, Case Triage, and Intake Summary
-
Drafting and Editing a Legal Document
-
Analyzing Data, Creating a Timeline
-
Comparing and Reviewing Contract Versions
-
Supplementing Legal Research for a Case
-
Drafting a Billing Entry
-
Organizing Email
-
Optimizing Case Collaboration
Who Should Attend
This intermediate level program is designed to provide attendees with best practices for leveraging MS Copilot in their daily workflows. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Robert A. West, Jr.
is a seasoned attorney with more than 20 years of experience advising businesses, institutions, and individuals in diverse industries. His expertise covers AI legal consultancy, intellectual property litigation, patent and trademark matters, and general business litigation. He advises clients on legal issues related to AI, such as governance structures, privacy laws, risk mitigation, policy formulation, regulatory advice, and responsible AI adoption strategies for organizations at any stage of implementing AI. Mr. West represents clients before the U.S. Patent and Trademark Office, various administrative boards, and federal and state courts in complex matters, including pre-suit investigations, trials, appeals, and post-grant proceedings. He is a registered patent attorney. His practice further includes portfolio strategy, enforcement, licensing, and the drafting and negotiation of royalty and technology-related agreements. Mr. West has been involved with AI in legal practice since before the term became widely used. He advises clients on selecting AI tools, implementation procedures, workforce policies, and the legal and ethical risks associated with generative AI, automated decision-making, and data-driven systems. He also acts as an AI implementation leader at his firm, helping to develop governance structures, training programs, and firmwide AI policies. Combining extensive IP expertise with practical AI advice, he provides strategic guidance at the crossroads of innovation, compliance, and responsible technology use.
Speaker bio
Casey S. Erick
is a partner with Lewis Brisbois Bisgaard & Smith LLP and a member of the labor and employment practice. He focuses on commercial litigation and employment law. Mr. Erick has represented clients in both litigation and transactional matters that span across commercial law, labor and employment, real estate, consumer protection, and general litigation; including, but not limited to breach of contract, corporate trade secret theft, tortious interference, defamation, personal injury, fraud, and various other kinds of civil litigation. He is a member of the State Bar of Texas and Dallas Bar Association, and is board-certified in civil trial law. Mr. Erick earned his B.A. degree, cum laude, from the University of Mississippi and his J.D. degree from Baylor School of Law.
Speaker bio
Douglas L. Lineberry
is a shareholder with Maynard Nexsen. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.
Speaker bio
Julie C. Dixon
is a shareholder at Dixon & Mosely, P.C. where she practices in the areas of family law, including complex financial components of domestic relations, business matters and estates. She has co-written, taught and researched several articles on family law and domestic relations matters. Ms. Dixon earned her B.S. degree from the Indiana University, Bloomington and her J.D. degree from the Indiana University School of Law, Indianapolis. She is a member of the Indianapolis, Indiana State and Boone County bar associations. Ms. Dixon practices in counties throughout the state of Indiana.
Speaker bio
Joseph P. Farrell
is a partner with O'Kelley & Sorohan Attorneys at Law, LLC. He leads the firm's litigation section. Mr. Farrell focuses his practice primarily on real estate and commercial litigation. In real estate litigation, he has represented companies and individuals in a variety of litigation related to real estate including boundary or easement disputes, buyer-seller disputes, owner/contractor disputes, landlord/tenant cases, real estate developer representation, and HOA disputes. Mr. Farrell is an integral part of the team that represents national companies who own and lease single-family residences. In commercial litigation matters, he has focused on representing small-to-medium sized businesses in litigation and arbitration including disputes involving buy-sell agreements, noncompetes, contract disputes, etc.
Top FAQs
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.
With each course, you will receive access to the content via OnDemand Streaming and the Video Download.
Course reference materials are included with each course purchase in a downloadable PDF format.
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
Have more questions? Please Contact Us