Real-world workflow automation examples for legal professionals
How Law Firms Can Use Dashboards to Track Case Progress and Deadlines Deadlines drive outcomes—and risk—in legal practice. Dashboards transform
HIPAA-Compliant Data Sharing Using Microsoft Teams: A Practical Guide for Law Firms and Legal Departments Client privacy is non-negotiable in
Depositions and court transcripts are rich with facts, admissions, and credibility cues—but they’re also lengthy, expensive to review, and difficult
In fast-moving matters, manual witness statement intake slows teams, increases risk, and frustrates clients. Automating this workflow with Microsoft Forms
Building a Knowledge Base for Legal Staff in SharePoint: A Practical Guide for Law Firms A well-structured knowledge base shortens
iManage vs NetDocuments: Which Document Management System Is Right for Your Law Firm? Choosing the right document and email management
Automating Matter Intake Approvals to Improve Turnaround Times First impressions set the tone for the entire engagement. When matter intake
Client trust now lives and dies on your ability to protect privileged information across cloud, mobile, and AI-driven workflows. Regulators
In fast-moving matters, manual witness statement intake slows teams, increases risk, and frustrates clients. Automating this workflow with Microsoft Forms and the Power Platform modernizes
End-of-year client reporting is one of the most visible deliverables for law firms and corporate legal departments. Done well, it demonstrates value, transparency, and control;
In law, deadlines are destiny. Miss a date and risk sanctions, malpractice exposure, or lost client trust. Automating docketing notifications transforms deadline management from a
Legal teams are drowning in email alerts from courts and e‑filing service providers. Every missed “Notice of Electronic Filing” risks sanctions, blown deadlines, and frantic
Automating Client Onboarding Emails and Follow-Ups in Outlook: A Practical Guide for Law Firms Busy legal teams can’t afford to let client emails fall through
Billing disputes test client trust, erode profit, and consume valuable attorney time. The good news: Microsoft 365 and Azure AI now make it practical to
How to Automate Legal Contract Approvals with Power Automate Executive Summary Legal contract approval is one of the most repeatable, auditable, and high‑impact processes in
