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Automate Client Intake with Microsoft 365: A Step-by-Step Guide

Client intake is the gateway to your firm’s revenue, client satisfaction, and risk management. When intake is manual, you lose time, miss details, and introduce

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Gillian P. Turing October 27, 2025

Managing Retention Policies and Legal Holds in Microsoft Purview

Managing Retention Policies and Legal Holds in Microsoft Purview: A Practical Playbook for Law Firms Client data is the lifeblood of legal practice—and a magnet

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Gillian P. Turing October 25, 2025

AI Agents Transform Early Case Assessment in eDiscovery

Using AI Agents for eDiscovery Early Case Assessment Early Case Assessment (ECA) sets the tone, scope, and budget for modern litigation and investigations. With data

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Gillian P. Turing October 23, 2025

Automated Reminders in Microsoft Planner for Law Firms

Setting Up Automated Reminders in Microsoft Planner: A Practical Guide for Law Firms Missed deadlines can devastate cases and client confidence. Microsoft Planner, coupled with

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Gillian P. Turing October 23, 2025

Understanding SOC 2’s Impact on Law Firm Technology Safety

Understanding the Role of SOC 2 in Law Firm Tech Client trust in the legal profession lives or dies on confidentiality. As cyberattacks intensify and

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Gillian P. Turing October 23, 2025

Automating Email Management in Outlook for Law Firms

Automating Email Management with Microsoft 365 Copilot in Outlook: A Practical Guide for Law Firms Client demands and court deadlines don’t pause for overflowing inboxes.

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Gillian P. Turing October 23, 2025

Maximizing Microsoft Word Copilot for Legal Drafting and Editing

Copilot in Microsoft Word is quickly becoming a force multiplier for legal teams. When configured thoughtfully and used with strong drafting protocols, it speeds first

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Gillian P. Turing October 23, 2025

Microsoft 365 Copilot for Legal Teams: A Setup Guide

Microsoft 365 Copilot is changing how legal teams draft, review, and collaborate across Word, Outlook, Teams, SharePoint, and Power Automate. This guide gives attorneys and

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Gillian P. Turing October 23, 2025

Real-Time Litigation Timeline Monitoring with Power BI

Automation is no longer a luxury for busy legal teams—it’s a necessity. With rising matter complexity and compressed timelines, firms and legal departments need systems

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Gillian P. Turing October 21, 2025

Automating Microsoft Planner Reminders for Law Firms

Setting Up Automated Reminders in Microsoft Planner: A Practical Guide for Law Firms Missed deadlines are never just clerical errors in a legal setting—they are

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Gillian P. Turing October 20, 2025

Data Privacy Laws and Legal Technology: A Safe Intersection

The Intersection of Data Privacy Laws and Legal Technology Client trust hinges on a firm’s ability to secure sensitive information while delivering efficient, modern legal

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Gillian P. Turing October 18, 2025

AI-Powered Document Categorization Reduces Discovery Review Time

Reducing Discovery Review Time with AI-Powered Document Categorization Discovery is the heartbeat of litigation—and the largest cost driver. Automation and AI-powered categorization can transform discovery

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Gillian P. Turing October 14, 2025
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