Proofreading and summarizing in Word

How to review and summarize documents using Word and Copilot?

• Microsoft Copilot
• Microsoft Word

1250 € per session, excl. VAT

In short

This training is for legal, compliance, and administrative teams. Participants learn to use Microsoft Word and Copilot to set review criteria, ask targeted questions, and analyze texts. The main deliverable is a review note with a faithful summary of the document, which supports a clearer understanding of complex content.

Why this training?

The problem

Teams spend excessive time manually reviewing and summarizing complex documents, slowing down analysis processes.

What it costs today

Crucial information can be missed and content understanding remains superficial, leading to inadequately informed decisions.

Why this skill

This skill is necessary to effectively structure the review and analysis of large volumes of textual documents.

What you gain

The participant and the company gain more reliable document analyses and more relevant summaries with improved information management.

Objectives of this training

• Define precise criteria for a structured document review using Word and Copilot.
• Formulate targeted questions to extract key information from text.
• Analyze formulations and identify omissions in documents.
• Differentiate Copilot's suggestions from native comparison results.
• Validate summary proposals to build an accurate synthesis.

Who is it for and what are the prerequisites?

Roles and tasks concerned

• Legal professionals analyzing contracts or regulations
• Compliance officers evaluating internal policies
• Legal assistants drafting case summaries
• Administrative teams processing complex documents
• Professionals managing archives or documentation

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Knowledge of the business context of documents to be reviewed
• Proficiency in basic Microsoft Word functionalities
• Understanding of document review objectives
• Familiarity with information retrieval from lengthy texts
• A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

• A functional computer per participant.
• Working access to Microsoft Word and Copilot.
• A specific business case to work on (fictitious or anonymized data).

What you will work on

1. Define the Review

   This module allows setting review criteria and identifying sensitive elements in a document.

2. Query the Document

   This module allows asking targeted questions and finding relevant passages within the text.

3. Compare and Analyze

   This module allows analyzing formulations and omissions by distinguishing the tool's contributions.

4. Validate the Summary

   This module allows accepting or rejecting proposals and producing a reliable summary with points for arbitration.

What you take away

• A review note and an accurate document summary.
• Completed practical support materials.
• A review template and a personalized action plan.

Method and assessment

• Demonstrations with explanations using a concrete case
• Guided exercises followed by application to your role
• Peer review of results and source verification
• An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (A review memo and a faithful document summary). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What concrete benefit can my team expect after this session?

Your team will be able to analyze documents faster and with greater accuracy. They will produce reliable summaries, which will improve decision-making and overall efficiency.

Who should participate and what knowledge is useful before attending?

Legal, compliance professionals and administrative teams handling complex documents should participate. It is beneficial to have a good understanding of Microsoft Word and the business context of the documents to be analyzed.

What types of documents or data will be used, and how is the protection of confidential information ensured?

We will use business cases provided by the organization, with fictitious or anonymized data. Confidentiality will be ensured by using these non-sensitive data, or generic documents.

What practical exercise will be carried out on our own use cases?

Participants will work on one of their own business cases, using their documents. They will practice reviewing, formulating targeted questions, and creating an accurate synthesis.

What are the limitations of the tool and who is responsible for the final validation of the analyses?

The tool is a valuable aid, but final validation remains a human responsibility. The participant will learn to interpret and critique Copilot's suggestions before approving them.

How does the session specifically adapt to our professions and use cases?

The session is designed to be directly applicable to your own documents and contexts. We will work on examples relevant to your organization, making the learning directly applicable to your daily challenges.