Increasing your law firm’s productivity with Office 365

May 15th, 2019
Increasing your law firm’s productivity with Office 365

The legal practice is traditionally loaded with paperwork. Technology is helping law firms modernize by digitizing their paperbound documents and storing them in large data files that are easier to manage and secure. Microsoft Office applications such as Excel and Word (among others) have helped lawyers, paralegals, and secretaries be more efficient in their tasks, from managing information and documents to improving their communications with clients and partners.

When it comes to office management, Microsoft Office 365 has been the acknowledged leader. If you don’t have Office 365 for your law office yet, find out how it can increase you law firm’s productivity and why you shouldn’t do without it.

#1. Scalable and mobile

The cloud is a vast network of remote servers that are accessed via the internet; it is where files can be stored, organized, or downloaded. Because Office 365 is cloud-based, it is ideal for collaborations since documents and files can be accessed by anyone with the right login credentials and an internet connection.

Changes made to files are immediately updated, and you can revert to previous versions to correct a mistake. Office 365 is also a pragmatic choice since it has an app for mobile devices such as a tablet, smartphone or laptop.

#2. Latest and diverse serviceability

Office 365 offers a buffet of functionality that your legal office can maximise in making your practice and business more efficient. OneDrive provides storage for your data made accessible over the internet. ShareDrive allows files to be shared among your team assigned to a particular case or project.

Other collaborative applications under the Office 365 umbrella are Yammer and Microsoft Teams; the latter enables your dedicated team to author, edit, or share documents.
Microsoft Flow helps you design business workflows and automate tasks such as sending notifications, texts, or emails for CRM, sales, and marketing purposes. It is integrated with Power BI (business intelligence), which helps you consolidate, analyze, view, or share data. This will come in handy when preparing presentations or year-end reports without you having to dig into old files, saving you valuable time.

#3. Better client relationships with CRM

Customer relationship management (CRM) is a process of managing a company’s relationship with its customers. The process uses data gathered from customers’ interaction with the company. CRM analyses the data and comes up with insights to help the company strengthen its bonds with clients and establish long-term partnerships. A solid customer relationship increases clients’ value and helps companies keep their business with such clients.

Microsoft Dynamics CRM Online can be integrated with Office 365 products and help you collect and process client information, create or restructure sales and marketing campaigns, and evaluate customer satisfaction surveys.

Dynamics CRM can also be integrated with email application Microsoft Outlook to help you keep a close eye on email activities or launch email marketing campaigns. And when you use Dynamics CRM with SharePoint and OneDrive, you can have a database of information relevant to your company, staff, partners, and clients, which can be accessed and updated by anyone you authorize. Having Dynamics CRM saves time and money since it eliminates the need for HR staff to manually check on client and employee information, and allows you to focus on more important and urgent tasks.

#4. A good fit for compliance and security

The 2018 General Data Protection Regulation (GDPR) of the European Union expects law firms to be extra rigorous in their cybersecurity measures, since lawyers are supposed to have mastery of the law. Office 365 allows managed services providers (MSPs) to offer robust layers of protection for their clients’ data storage and management systems. This is because Microsoft meets regulatory standards set by ISO 27001, the Health Insurance Portability and Accountability Act (HIPAA), the Federal Information Security Management Act, and EU model clauses.

If your law office has yet to maximize the full potential of Microsoft Office 365, talk to us so we can help you improve your data management and cybersecurity. Contact us today!

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