Category Archives: Automation

Streamline Client Onboarding with Power Automate

Streamline Your Firm: Automate Client Onboarding with Power Automate Estimated Reading Time: 5 minutes Enhance [...]

Automating Legal Document Naming Conventions with Power Automate and SharePoint

Consistent document naming is critical in legal practices for easy retrieval, compliance, and client audits. [...]

Converting Discovery Documents into Searchable PDFs Using Microsoft Print to PDF and OneDrive

When receiving scanned discovery productions or physical evidence exhibits, law firms often receive TIFF or [...]

Using Microsoft Excel’s Flash Fill for Cleaning Up Legal Data

Legal professionals often receive data from clients, court systems, or government agencies in inconsistent formats. [...]

Microsoft Bookings to Schedule Client Consultations

Efficient scheduling of client consultations, depositions, and contract reviews is vital in legal practice. Microsoft [...]

Automating Real Estate Closing Checklists in Microsoft To Do

Real estate practices involve detailed workflows for managing closings, including tasks such as title checks, [...]

Microsoft Forms with Excel to Collect and Analyze Client Feedback

Collecting feedback from clients on legal services, communication, and outcomes is crucial for improving performance [...]

Microsoft Excel for Legal Data Analysis & Case Tracking

Law firms handle large volumes of data, including case timelines, financial settlements, contract reviews, and [...]

Microsoft Word for Legal Document Automation

Legal professionals often draft contracts, pleadings, agreements, and other legal documents that require consistency and [...]

Case Management, Document Review, and the Ethics of Automation

There was a time when lawyers spent more time in law libraries than they did [...]