
Automate Client Intake Forms with Microsoft Forms for Law Firms
How to Build Automated Intake Forms Using Microsoft Forms: A Hands-On Guide for Law Firms Modern legal intake can be
Tutorials for MS CoPilot

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

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

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