Real-world workflow automation examples for legal professionals
Data Privacy and Ethical Use of Microsoft CoPilot in Legal Practice Microsoft 365 Copilot can unlock real productivity and quality
Simplifying Document Approvals with Power Automate Templates: A Practical Guide for Law Firms Legal work moves at the speed of
Fine-Tuning GPT Models for Firm-Specific Matter Data Law firms and legal departments are discovering that general-purpose AI alone cannot deliver
Matter management lives and dies on consistency, speed, and defensible governance. Microsoft 365 Copilot, paired with SharePoint, can transform how
Cross-department workflows are where legal automation delivers its biggest wins. When legal, finance, and HR share the same data, approvals,
How to Build Automated Intake Forms Using Microsoft Forms: A Hands-On Guide for Law Firms Modern legal intake can be
Attorney onboarding touches every corner of a law firm or legal department—from security and compliance to productivity and client service.
Automating GDPR Requests Using Microsoft Forms and SharePoint: A Practical Playbook for Law Firms Compliance, security, and privacy now define
Cross-department workflows are where legal automation delivers its biggest wins. When legal, finance, and HR share the same data, approvals, and timelines, cycle times drop,
Closing a matter and archiving its files should be a moment of relief, not a source of risk. Yet for many firms, case closing remains
Automatically Generating Matter Summaries from Uploaded Documents: Practical Automation for Law Firms and Legal Departments Automation is redefining how legal work gets done. From intake
Using Power Automate to Route Incoming Evidence Files for Review Legal teams handle a constant stream of evidence files—emails, photos, videos, PDFs, and forensic exports—all
Conflict checks are the first guardrail in ethical legal practice, yet they are often manual, fragmented, and risky. Automating this process with Microsoft 365, SharePoint,
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
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
Contracts are the arteries of business—and in law firms and legal departments, slow approvals can stall revenue, frustrate clients, and increase risk. Automation solves this.
Integrating Power Automate with eDiscovery Platforms: Practical Workflows for Defensible, Cost-Effective Discovery Automation is no longer a “nice to have” in legal practice—it is a
