Real-world workflow automation examples for legal professionals
Automating GDPR Requests Using Microsoft Forms and SharePoint: A Practical Playbook for Law Firms Compliance, security, and privacy now define
Creating AI Workflows That Maintain Chain of Custody in eDiscovery As law firms and legal departments layer AI into eDiscovery,
Client communications and formal reports are the heartbeat of a modern law practice—but they’re also time-intensive. Microsoft 365 Copilot can
Closing a matter and archiving its files should be a moment of relief, not a source of risk. Yet for
Client intake is the front door to your law firm’s services. When it’s efficient, compliant, and consistent, you reduce risk
Dashboards are rapidly becoming the command center for modern legal practice operations. They translate complex matter timelines, tasks, and deadlines
Client trust is earned—and lost—on your firm’s ability to safeguard sensitive information. In today’s hybrid, technology-driven practice, compliance, security, and
Training AI Assistants to Follow Client Billing Guidelines Client billing guidelines have become more detailed, unforgiving, and central to law
Legal teams are under pressure to move faster without compromising risk controls. Automating contract approvals with Microsoft Power Automate turns slow, email-driven reviews into traceable,
End-to-End Workflow: From Client Inquiry to Case Assignment in Under 10 Minutes Client expectations and regulatory pressures are rising, while margins tighten. The firms and
In fast-moving matters, manual witness statement intake slows teams, increases risk, and frustrates clients. Automating this workflow with Microsoft Forms and the Power Platform modernizes
End-of-year client reporting is one of the most visible deliverables for law firms and corporate legal departments. Done well, it demonstrates value, transparency, and control;
In law, deadlines are destiny. Miss a date and risk sanctions, malpractice exposure, or lost client trust. Automating docketing notifications transforms deadline management from a
Legal teams are drowning in email alerts from courts and e‑filing service providers. Every missed “Notice of Electronic Filing” risks sanctions, blown deadlines, and frantic
Automating Client Onboarding Emails and Follow-Ups in Outlook: A Practical Guide for Law Firms Busy legal teams can’t afford to let client emails fall through
Billing disputes test client trust, erode profit, and consume valuable attorney time. The good news: Microsoft 365 and Azure AI now make it practical to
How to Automate Legal Contract Approvals with Power Automate Executive Summary Legal contract approval is one of the most repeatable, auditable, and high‑impact processes in
