Category Archives: Compliance

Using Microsoft Teams Approvals for Legal Document Sign-Offs

Legal departments often require multiple internal approvals before sending documents to clients, opposing counsel, or [...]

Creating Conditional Formatting Rules in Excel for Legal Deadlines and Risk Flags

Legal professionals in all practice areas—litigation, tax, corporate, and real estate—often use Excel to manage [...]

Using Microsoft Teams to Manage Internal Legal Hold Notifications

Legal holds are a critical part of eDiscovery and litigation readiness. Ensuring that employees receive, [...]

Encrypting and Securing Legal Emails with Microsoft Outlook and Microsoft 365

Attorneys routinely send sensitive communications containing confidential client data, case strategy, settlement terms, or privileged [...]

Using Microsoft Forms to Collect Conflict Checks for New Clients

Law firms must perform conflict checks before accepting new clients or matters. Microsoft Forms provides [...]

Creating an Email Retention Policy for Legal Compliance Using Microsoft 365

Law firms must retain and manage client communications in compliance with legal, ethical, and regulatory [...]

The Good, The Bad, and The Uncomfortable Truth

The legal profession, once a bastion of tradition and meticulous human reasoning, now finds itself [...]

The Virtual Assistant, The Researcher, and The Compliance Cop

The lawyer sat in his office, feet up, scrolling through a legal brief on his [...]

Case Management, Document Review, and the Ethics of Automation

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

The Smartest Paralegal You’ll Ever Have

Legal research has always been one of the most time-consuming aspects of practicing law. Whether [...]