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Built for Law Firms · Powered by Microsoft 365

Less Admin.
More Law.
Zero Compromise.

Stop losing billable hours to paperwork, chasing documents, and juggling disconnected tools. Our Microsoft 365 integration automates your entire case lifecycle — from client intake to compliant archiving.

7
Stages automated
6+ hrs
Saved per attorney/week
100%
Microsoft 365 native
Sound familiar?

The daily friction slowing your firm down

Every firm we work with faces the same challenges. Here's how our workflow puts them behind you permanently.

The Problem

Documents buried in email chains

The Fix

All case files centralised in SharePoint with role-based access — find anything in seconds.

The Problem

Compliance deadlines tracked in spreadsheets

The Fix

Court dates and filing deadlines sync automatically to your Outlook calendar with smart reminders.

The Problem

Billable hours slipping through the cracks

The Fix

Mobile time-entry Power App captures every minute the moment work happens — before it gets forgotten.

The Problem

Version chaos on legal documents

The Fix

Word + SharePoint give you full version history, tracked changes, and automated approval routing.

Interactive Architecture Walkthrough

Your full case lifecycle, automated

Step through each phase to see exactly which Microsoft 365 tools are working behind the scenes — and what your team no longer has to do manually.

Case Lifecycle Automation

Explore the seamless data flow through Microsoft 365 at every phase.

Core
Microsoft Forms
Client submits intake form
SharePoint
Auto-create client folder
OneDrive
Secure document upload
Active Phase
Phase 1 of 7Streamlined client data collection and secure document storage.
Phase 1 Overview

Client Intake & Onboarding

Automated Actions
Automated intake forms capture client details
Instant folder structure creation in SharePoint
Secure external sharing links for document collection
Microsoft 365 Integration
Microsoft Forms
SharePoint
OneDrive
Zero-Trust Security
Automated
Audit Logged

Why attorneys trust our solution

Purpose-built for law firms — not just generic productivity software.

Bank-grade encryption

Zero-Trust Security

Microsoft Purview compliance, sensitivity labels, and multi-factor authentication guard every file and communication.

Per attorney

6+ Hours Saved / Week

Automated intake, approval routing, invoice generation, and archiving eliminate the admin grind so you can bill more.

Firm-wide & client-facing

One-Click Collaboration

Dedicated Teams channels per case, co-authoring in Word, and a SharePoint client portal keep everyone on the same page.

Retention & eDiscovery built-in

Audit-Ready Compliance

Automated retention policies, legal hold triggers, and full audit trails meet the strictest bar association standards.

Integrates with the Microsoft 365 tools your firm already has

SharePoint
Teams
Outlook
Power Automate
Power BI
OneDrive

Up and running in 3 steps

We handle the heavy lifting. Your team gets onboarded smoothly with zero disruption to active cases.

01

Map Your Workflow

We spend time understanding your firm's current processes, pain points, and Microsoft 365 licencing.

02

Configure & Automate

We build your SharePoint structure, Power Automate flows, Teams templates, and Power Apps — tailored to your practice area.

03

Go Live With Confidence

Full team training, pilot testing, and ongoing support so adoption is smooth and nothing falls through the cracks.

Free, no-obligation consultation

Ready to reclaim your
billable hours?

Book a free 30-minute workflow audit. We'll show you exactly which parts of your current process we can automate — and what that's worth in recovered time.