13 Ways Power Apps Simplifies eDiscovery
E-Discovery is a crucial process for legal research enabling lawyers to find the digital evidence they need. It involves finding, collecting, and filtering e-data related to their...
60 Minutes
Remote via Microsoft Teams
Contact us for pricing
Many Legal teams that handle many documents, approvals, contract reviews and internal communications every day can consume more time, increase administrative efforts and create unnecessary delays, so our expert identifies where Microsoft 365 can help and how your legal team uses Microsoft Word, Outlook, SharePoint, Microsoft Teams and Power Automate to find opportunities for automation.
In this interactive session, we work with your legal and IT teams to understand how your current processes operate and where automation can help your teams.
We review:
How legal documents are created, reviewed, and stored using Microsoft Word and SharePoint
Current approval processes and communication through Outlook and Microsoft Teams
Manual, repetitive tasks that slow down legal operations
Identify Opportunities to automate document routing, approvals, notifications and recurring activities with Power Automate
Understand areas where Microsoft 365 can improve collaboration, document management and workflow efficiency
An overview of your current legal workflows within Microsoft 365
Identification of 3–5 high-value automation opportunities
Practical recommendations to simplify document management and approval processes
Suggestions for using Microsoft 365 tools more effectively
legal workflow automationlegal workflow automation
Post-session summary with key findings and recommended next steps

This assessment helps your organization:
This assessment is ideal for:
Legal departments using Microsoft 365
Law firms looking to improve operational efficiency
Legal operations teams seeking workflow automation
IT teams supporting Microsoft 365 for legal users
Compliance and governance teams managing document processes
Business leaders exploring Microsoft 365 automation opportunities

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We help you spot the manual legal processes in your organization that could be automated using tools you already have in Microsoft 365 — things like document handling, approvals, and team collaboration.
We look at how your team actually uses Word, Outlook, SharePoint, Teams, and Power Automate in your day-to-day legal work.
No. It's an assessment. We're identifying opportunities and giving you practical recommendations, not implementing anything during the session.
Yes — a straightforward roadmap with the automation opportunities we recommend and the next steps to take.
No. We assess your environment as it is now and recommend automations that make sense for your setup, whatever that looks like.
You will get a summary afterward — key findings, the automation opportunities we'd prioritize, and recommendations you can use to plan your next steps.
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