Microsoft 365

Unlock the full capabilities of Microsoft 365 to grow ROI and drive efficiencies for your legal team workflows – including automation, AI-enabled productivity, analytic insights and seamless iManage integration.

Automation & Workflows

“Automating repetitive and routine work is top of the list for improving productivity.”

Source: Breaking Free – Annual GC Survey

Microsoft365 is easily customized to create solutions that work

Cost-Benefit for Optimizing Microsoft365 vs. Buying New Tools

Top GC & C-Suite Priorities

Productivity fundamental to high performance

C-Suite Expectations:

  • Business enablement
  • Digital Transformation
  • Operational Excellence

The Productivity Matrix

High-Performing GCs Use the Productivity Matrix

Productivity best practices:

  • Automate routine, repetitive work
  • Leverage existing tech, i.e. Microsoft365
  • Find quick wins
  • Be relentless

“Waiting for a bigger budget is a fool’s game. Repetitive and routine work must be at the top of the list. If you haven’t outsourced, eliminated, or automated that work, you’re wasting precious dollars.”

Source: Breaking Free – Annual GC Survey

Results achieved using automation

What can Microsoft365 Automate?

Analyze and optimize each step of your workflow by using Microsoft365 & Sharepoint to create tools for:

Legal Intake

Primary dashboard for matter management, file importation, initial requests.

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Triaging

Visibility into whom requests are assigned to, time spent, and deadlines.

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Playbooks

Leverage playbooks with automated templates driving quality & consistency.

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Data Classification

Data tagging and classification throughout workflows for searchability and reporting ease.

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KPIs and Reporting

Revealing business insights into legal spending and performance targets for budget management.

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