Webinars
Build Your Own Sidekick with Copilot: AI Agents and Playbooks for Legal Teams
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What if you could build your own legal AI sidekick – without coding and without a developer?
In this hands-on webinar on June 18, Arunendu Mazumder will guide you step by step through how to build a practical Copilot agent for your legal work.
The session is designed for legal and compliance professionals who want to work more confidently and concretely with AI in their day-to-day work.
During the webinar, you will:
Learn how to build your own legal Copilot agent live, step by step
Work with relevant scenarios and use cases
Learn how to give AI agents clear instructions
Explore how to connect agents to legal knowledge, such as policies, templates, and FAQs
See how to create practical AI support for legal work without coding
Get a checklist to help you recreate and extend your setup in your own environment
This isn’t a session about large-scale process automation. It’s a practical no-code instruction for building useful AI support for recurring legal tasks.
The webinar is led by Arunendu Mazumder, AI and Legal Innovation Lead at Synch law firm, who works at the intersection of law, technology, and learning design.
Save your seat now.
Format
Duration: 45 minutes (including Q&A)
Language: English
View transcript
So, I think the best way to say it is that you, when you set the instruction here, you set the guard drills as well at the same time. And I would recommend to every three months or every few weeks, you go and check if the guard press is still working or not when you're working. Because you need to know that this is a system that gets better by using it on a day-to-day basis. So, the more you use it, the more it gets the sort of the capabilities, the strengths to do better work. So, that means like, if it does start doing the better work, that means the guard drills that I'm putting, it might be failing to do it. So, what you need to do, every couple of weeks, you need to go again and check the guard drills and you need to put the guard drills again. Like, make sure that it actually stays in the guard drills. So, what happens here, I have added, it's like, either you can actually set your own instruction. You can always change instruction as you go, or you can accept the instruction that that copilot is giving to you. But what I'm going to do now, I have created sort of like a system, playbook rules. So, what is the NBA playback rules where it's sort of, it's like, I create a real book where there are deviation rules. So, that means like, which clauses are unacceptable, which clauses are acceptable. And if there are some clauses that can be accepted, but needs to flag out issues. So, this is sort of like, you can create your own NBA playbook rule. I can share it in the chat, what kind of playbook rules I have done. So, you can have an idea that how it looks like. And I can say, take this playbook rule and update the instruction. Set dos and don'ts. And also add, also add the deviation rules. Another thing, in the agent section where you create the agent, you can always add, if you want to create an agent, that is, that needs to go out in the website. Because now we are creating, that is in the work mode, but not the web mode agent. Because if you want to have an agent that also needs to check outsource, like any kind of sources verification, then you can also select this here. Like, yeah, here, either you can either enter your name or drop file. Either you can select this, like say, it only comes to emails. You can select my emails. So, my emails means like any kind of NDA comes in to my emails. It will check, it will go through my emails and see if there is an NDA review that I need to do. So, each time, if you want an NDA review to be done through your email, that you can set up here. It's up to you. It's up to the users how they want their agent to act. And if your agent, if you want your agent to, say, to do legal analysis as well, then you can always add sources like, say, AI Act regulation or GDPR or supply chain agreements or something. Otherwise, you can also add your standard template as a knowledge base here. And that will always be here and that the agent will always act upon on this. So, it knows that every time it needs to do the review, review any NDA, it needs to go run through this as well. So, you can also give them capabilities, creating a image or Excel file or doc or a PowerPoint presentation that you can do. Aru, you've gotten a question from Emily. And the question is, unlike the idea of having an NDA review agent, are there some other examples of use cases for an AI agent or in-house legal teams? What are the most commonly used for? I think you can also create a triage, intake triage. Like, you know, you can connect your email. And if there is a request comes in from a client, you can run the agent in your Outlook because Outlook has your co-pilot agent. So, you can just select the agent that you created, like a triage agent, and it will run against that request. So, that can also be possible. Or like, say, you need to update a specific client on a monthly basis. Because maybe that client is a client for a privacy sector. Like, say, DPA. You need to do a DPA or a DPIA or a ROPA update. So, those type of clients you need to let me to show. So, first, I will finish this. So, you know that you can actually create the agent here. You can also change the instruction as it goes. And then you just click create. And then you can also share this agent to either in your specific persons in your organization or anyone who you want to use it. That's how you can share it. But let's try the agent first. How can I help you? So, I will just upload an MDA. So, it flags out the issues as well. The good thing is that because you set the boundaries, you set the guardrails. So, it doesn't take the information from somewhere else. You can see that the knowledge base I added and the playbook, the knowledge base I've added, it's actually referring to the rules from that. So, yeah. Okay. Another agent that I was, Emily was asking what else can done. So, like, say, could you create an agent which will help me to inform two of my clients? So, like, say, the two clients are. And good thing about if you use this version of the agent builder, it actually does not understand what type of features, what type of work mode or web mode that it needs to turn on or not. But then, of course, you need to do double check when you're creating it. So see if it's automatically turn on the web mode or turn off the work mode or what type of capabilities it's giving it to the agent. Adriana, yes, you can always do that. As I said, it's up to the use cases you have and that if you have a standard template for software vendors reviews or the structure you follow to do it, that you can also set it up here. So this is just an example to create agents, but you can create any type of agent that is useful for you. And I will try to send a step-by-step process through openly and they can share maybe at some point. Yes. So here, as I said, you have two different clients. You don't need to give the, since it's going to be work in web mode because it needs to check whatever update comes in. So I didn't add the client details. I just add the details like what type of sector it is, what type of data they work with, and so on. I can maybe mention I have my own little agent. I don't use a co-pilot, so I use another tool. But every morning when I drive to work, it is reading out what I have of unread emails. It is taking me through my calendar and it's always nicely very British when it's communicating. And every morning it says, hello, Stein. And I'm like, that's not my name. Can you please remember that it's Steena? And then it reads out also what I have of unread messages in my kind of like Teams type of system. And that means that when I get into the office, I actually have a pretty good idea of what I need to respond to. I actually sit and chat with it because I'm driving my car. So I can't, of course, type. I would never do because when you're driving, you need to drive. But I'm talking to it and it's kind of like I have my secretary back from the law firm days. I'm sitting and I'm giving it instructions. So it's drafting my messages. And so when I get into the office, I have a lot of drafts just pending that is written in my exact tone of voice because I'm dictating it. And so that actually has made a lot of difference for me. Firstly, I don't feel I'm wasting my time when I'm sitting in the car. I also get into the office with a clear overview, prioritized ideas of what I need to do, but also lots of drafts ready for me to just simply press. And also that you can create since you work with a lot of time and you need to do billable hours. You can always create an agent that is like every day can give you, OK, how much, what type of client you work with today? Do you have you missed any any any time recording that you need to do? So it can also give you update or give you update every day after six or five. And that could actually you just what you do. So you made the billable hours or even like if you missed out something or if there is some kind of update that you're supposed to do last week, but you haven't done it. So, yeah, I said that this is a regulatory update agent. And as the last six months, transition for future life and why it matters, impact on client A. I have one small hack. And that is when you're running late to meetings, you know, like I'm never late. Well, hence I am quite often late, not on purpose. And I wasn't late today for the webinar, I promise. But having these short kind of like summaries sent to me before every single meeting, just so that I go into the meeting prepared. It's like a five line item saying, hey, Stina, and it can go into your Slack or however you work. Hey, Stina, remember you have a meeting at 11. It is around negotiating a DPA. Their main point is to stop process issues. And it is also around limitation of liability, just as an example. So just like, oh, yeah, OK, that was what this was about. Great. So it can also help you just feel more on top. Absolutely. And also, I think you can create an agent like the work for your negotiation with the contract negotiation. You could sort of like create those criteria to add the agent like, say, a bad cop or good cop and help you say, OK, this is a contract that I need to review or negotiate. And you can always just run it with the agent and see which type of key points that the agent needs to focus on for a contract negotiation, which type of situation that can come up when doing negotiation. So you feel prepared. So we have two minutes late. So if you can take us through the last steps of your regulatory kind of agent running in the back end and then just one minute for wrap up. Yeah. So this is like what I did, like, you know, based on like two different clients. I just give the background and then what type of regulatory update that I do need to update my clients on monthly basis or every six months or even myself just to work around so I'm not missing out things. So this is sort of the as I said, as I mentioned before, that you need to make the instruction in a way that it feels like you are working. It's you that you are working with. It's not the agent. It's like you are the one that's creating these things. So the instruction is mostly your the heart, the important part of to make the agent useful is that you need to make the instruction very good as and very put a lot of guardrails and also make sure that the agent is actually talking to you, not someone else. And then this is the agent that is said, it's a it's a web based and not a work based. So you can always also check the sources that is giving. And you can always find your agents under the agent here, the agent you created. Yeah. Yes. That's I think that's all for today. That was like high flying into the realm of co -pilot and the creation of your sidekick. What is most important when it comes to AI? I think it is around experimenting. And I'm not talking, you know, the risky experimentation stuff. It is just like Arvoo showed us for the last 45 minutes. It's about playing around and getting to use the models. We need to do that for different reasons. One is keeping up and knowing what's out there. Another thing is we need to guardrail. We need to protect and we need to guide. And if we don't understand the technology, we haven't used it. It's almost impossible for us to succeed. And so that's... Yeah. Sorry, you're interrupting. No, I just wanted to say thank you for that. Thank you. Thank you, Sin, for giving me the... Yeah. I mean, love sharing. It's like... And knowledge sharing is the best you can do. And now at this with these people, like all the technology comes in, all the new models comes in. And I think people are still having a struggle to start. And just like when you see that, oh, this is different type of capabilities comes in, but I don't even know where to start. So I think the best thing you said that you need to start, you need to start today. Try it every day, small by small, and you will get there. Yeah. And we will be having more of these kind of like online sessions where we will learn different models. The next one is Claude, my all-time favorite. I just have to say, and I know that there are some that don't necessarily agree with me, but me and Claude are friends. We might also sometimes be disagreeing, but we are friends. So that is the next one we're going to go and show you what we can do. And if you guys have any more questions or something, you will find us in LinkedIn. Reach out, you know, anything. And on that note, everybody, have a wonderful day. And Aru, thank you so much for sharing. Thank you, Sin. Bye-bye. Bye.