Instructional, Tutorial

Microsoft Stream to Record and Store Legal CLE and Training Sessions

Posted on by Jeff Kirksey
24
Mar

Continuing Legal Education (CLE) and internal training are essential to keep legal professionals informed and compliant. Microsoft Stream, part of Microsoft 365, allows law firms to record, store, and share training sessions—including CLE presentations, onboarding programs, and legal technology walkthroughs—securely and accessibly.

This tutorial will walk you through using Microsoft Stream to record legal training videos, apply access control, and organize content by department or practice area.

Step-by-Step Guide: Recording and Sharing CLE Training in Microsoft Stream

Step 1: Access Stream and Record a Training Session

  1. Visit stream.office.com and sign in with your work credentials.
  2. Click Create > Record a video.
  3. Select your microphone and webcam.
  4. Choose Screen + Camera or Screen only for presenting slides or demos.
  5. Click Record, deliver your session, then click Stop when done.
  6. Name the video, and click Upload to Stream.

📝 Legal Use Case: Record a 30-minute CLE on E-Discovery procedures or case law updates for internal compliance.

  1. In your video’s Details, enter:
    • Title: “CLE – Kansas Legal Ethics 2025”
    • Description: Summarize objectives, such as “Reviewing updated confidentiality rules for civil litigation.”
    • Language and captions.
  2. Add tags like: Litigation, Real Estate, CLE, Training.

⚖️ CLE Tip: Include timestamped highlights for ethics, confidentiality, and professional responsibility sections.

Step 3: Apply Security and Access Controls

  1. Under Permissions, choose:
    • Specific people: For internal use or approved CLE attendees.
    • Entire organization: For firm-wide announcements or training.
  2. Disable downloads if material includes confidential case studies.
  3. Click Update video.

🔐 Confidentiality Note: Only allow attorneys and paralegals access to recordings of mock trials or privileged briefings.

  1. In Stream, click Add to playlist or create a Channel:
    • “Corporate Training”
    • “Litigation CLE”
    • “Onboarding – Legal Assistants”
  2. Organize content to allow department-level access.

🗂️ Efficiency Tip: Share Stream channels with new hires as part of their digital onboarding package.

Step 5: Integrate Stream Videos with Teams and SharePoint

  1. Open Microsoft Teams, choose a team (e.g., “Litigation Group”).
  2. Add a Stream tab and embed a relevant training video.
  3. Or, embed Stream videos in a SharePoint training site for searchable access.

💡 Productivity Tip: Attorneys can rewatch video walkthroughs of document review software or compliance policy updates anytime.

Conclusion

Microsoft Stream provides a secure and accessible way to record, store, and share legal training content. It supports CLE compliance, knowledge retention, and internal onboarding across multiple practice groups.