How to leverage Microsoft 365 applications beyond Outlook

Get Out of Your Inbox: How to leverage Microsoft 365 applications beyond Outlook

Microsoft 365

Microsoft 365 is the gold standard for modern law firms. Sure, maybe we’re biased, but there’s a good reason we’ve gone all in on building a solution entirely on top of Microsoft.

Think of the first thing you do when you open your laptop or work phone in the morning; more likely than not, it involves clicking on the light blue “O” on your toolbar and opening up your email in Outlook. 

Most legal professionals spend their whole day with the Outlook window up on their computer or phone screen. Sometimes, however, certain matters require more team involvement than a never-ending email chain filled with attachments. 

You may think you’re getting all you can out of Microsoft 365. But what if there were more inventive and effective ways to collaborate with your colleagues built-in to the Microsoft suite you’re already paying for? 

Here are three Microsoft applications your law firm might not be using to their full potential:

OneDrive 

OneDrive enables you to share files and documents on the cloud, allowing you and anyone in your network to access your documents from any device, anywhere. This means you and your colleagues can collaborate and work within the same document in real time, and even chat within these files for next-level collaboration. The “version control” feature lets you restore previous versions of your files in case you need to retrace your steps.

Planner 

Task and matter management can be difficult for any lawyer, especially one working in a smaller firm with myriad responsibilities. Microsoft Planner helps your team visualize their to-do list with team-based matter management. This application allows you to assign tasks to colleagues and comment right in those tasks for hyper-focused, contextualized communication. Keeping track of all your matters is made easy with Planner.

Teams

Teams is about more than just chat bubbles and emojis and GIF reactions (although those have their place, too!). Teams allows you and your colleagues to message quickly and informally. Additionally, it gives you audio and video conferencing capabilities for face-to-face reaction, which is important now more than ever. Teams is integrated with OneDrive, giving you the ability to easily find, share and edit files in real time.

Want to learn more about how to leverage Microsoft 365’s tools to help your law practice? Sign up now for the American Bar Association’s webinar, “Collaboration in Microsoft 365 – Tips and Tricks” part of the ABA’s free webinar series, Industry Insight. The action kicks off at 2 p.m. eastern on Wednesday, April 7th.

The webinar will be led by our very own VP of Customer Success — and resident expert on all things Microsoft for lawyers — Rohit Parkeh. Rohit is a practicing attorney in intellectual property with Conduit Law, a recognized leader in the “New Law” field. He is also a Registered Trade-mark Agent and has instructed at University of Windsor Law School.

Rohit works with our clients to help them reduce complexity and leverage the tools of a platform they already use in Microsoft365 to efficiently manage their law practice. Want to see Matter365 in action? Schedule a demo today.

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