For how-to content using tools like OneNote, Outlook, SharePoint, or Power Automate
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
Leveraging Microsoft Bookings to Streamline Attorney Scheduling Client meetings, court dates, and internal case huddles can quickly consume a legal team’s calendar. Microsoft Bookings, part
Legal leaders are under pressure to run their practice like a data-driven business. The fastest way to see what matters—billable utilization, matter cycle time, WIP
Creating Client Self-Service Portals with Power Pages: A Practical Guide for Law Firms Clients expect quick answers, secure document exchange, and transparency without constant phone
Creating a Law Firm Document Management Hub in SharePoint SharePoint, Teams, Outlook, and Power Automate can become a cohesive, compliant document management hub for your
Building a Knowledge Base for Legal Staff in SharePoint: A Practical Guide for Law Firms A well-structured knowledge base shortens research time, reduces email friction,
Automating SharePoint Document Tagging with Power Automate: Practical Guide for Law Firms Manual document tagging slows down matter teams and creates unnecessary risk when critical
Automating SharePoint Document Tagging with Power Automate: A Hands-On Guide for Law Firms Manual tagging slows case teams and jeopardizes compliance. By pairing SharePoint with
Automating Meeting Notes in OneNote Using AI: Practical Workflows for Law Firms Client calls, deposition prep, internal standups—your calendar is packed. Yet the fastest way
Streamline Legal Operations with Microsoft Lists: A Practical Guide for Legal Professionals Estimated Reading Time: 7 minutes Managing legal case deadlines and associated tasks is
