Microsoft itself says that 90% of Fortune 500 firms use Office 365 and lawyers work for those firms. Law firms, regardless of their size or specialty, rely heavily on technology to streamline their operations, enhance productivity, and provide top-notch legal services to their clients. According to the Northern Chapter of the Virginia Society of Certified Public Accountants (NCFSCPA), between 35%-50% of law firms use Office 365 in some configuration. Among the numerous tools and software solutions available, Microsoft Office 365 has emerged as a game-changer for the legal industry.

But what exactly are the main benefits that Microsoft Office 365 brings to law firms? In this blog, we’ll investigate why legal practices of all sizes are adopting Office 365 for their day-to-day operations. We’ll dive into the information that illustrates the impact of this powerful suite of productivity tools on the legal sector. So, whether you’re a managing partner, a tech-savvy attorney, or an IT professional, you have come to the right read. Discover how Office 365 can help your law firm thrive in today’s digital age. 


If there’s one thing that the business world learned during the pandemic, it is the value of virtual communication tools. The following tools are available for configuration into a law firm’s version of 365. A basic set of Office 365 tools for law firms includes the following Microsoft products:

  • Excel — the app to help organize data, make calculations, and create tables
  • PowerPoint — lawyers need to create slides for effective presentation in court and out, especially appreciating an app that combines text with animation and videos
  • Word — the word processing software that set the standard in business for collaboration on documents
  • OneNote — a collaborative tool that combines notes, drawings, audio, web clips, and
  • Outlook — the email standard for businesses.
  • Teams — the app that assists team collaboration through video calls, meetings, chats, sharing information, etc.
  • SharePoint — an app to sort out, assemble, save, and share knowledge across numerous devices
  • OneDrive — a cloud storage app that makes documents and files accessible from anywhere
  • Planner — a team chat, organizer, and app that facilitates file sharing and tracking deliverables, and
  • Staff Hub — an app that helps managers stay informed about their employees’ projects as well as track schedules.

When it comes to keeping track of contacts, Office 365 offers the following tools:

  • Bookings — to track meetings and schedule client appointments
  • Connections — build, manage, and track contacts for campaigns, etc.

How law firms benefit from using Microsoft Office 365

Microsoft 365 offers a myriad of advantages tailored to the unique needs of law firms. Here are some key benefits:

  • Enhanced Collaboration: Collaboration is at the heart of legal work. Microsoft Office 365, with apps like SharePoint, Teams, and OneDrive, enables seamless collaboration for legal professionals. Real-time co-authoring, file sharing, and video conferencing tools promote efficient teamwork, regardless of location. 
  • Data Security and Compliance: The legal profession demands the utmost confidentiality and data security. Microsoft 365 ensures data protection through features like Azure Information Protection, eDiscovery, and Data Loss Prevention (DLP) policies. These tools help law firms maintain compliance with industry regulations and maintain client trust.
  • Access Anywhere, Anytime: With Microsoft Office 365, lawyers can access their work from anywhere with an internet connection. This flexibility is vital for remote-working attorneys, whether for client meetings, court appearances, or other commitments.
  • Document Management: Legal professionals deal with an enormous volume of documents. Microsoft 365 simplifies document organization, search, and change tracking, enhancing document control and version management.
  • Integration with Legal Software: Microsoft 365 seamlessly integrates with popular legal software applications, improving the overall efficiency of law firms. Integrations with practice management and billing software help automate administrative tasks and ensure accurate time tracking for billing purposes.

Navigating Microsoft 365: A User’s Guide to Effective Features

To fully leverage the capabilities of Microsoft 365, law firms should take the following steps:

  • Training and Education: Invest in training programs for your staff to ensure they are proficient in using Microsoft 365 tools. Microsoft offers a wealth of online resources and courses to help users become proficient in Office 365 applications.
  • Customize for Your Needs: Tailor Microsoft 365 to the specific needs of your law firm. Customize SharePoint libraries, document templates, and workflows to match your firm’s processes. This customization can significantly improve productivity.
  • Encourage Collaboration: Foster a culture of collaboration within your firm. Encourage team members to use tools like Microsoft Teams for instant communication and document collaboration. Make it clear how these tools can streamline workflows and improve client service.
  •  Data Management and Compliance: Ensure your law firm’s data adheres to industry regulations and is effectively managed. Implement DLP policies and educate staff on best practices for data security and privacy.

Implementing Microsoft 365 in your law firm

Successful implementation of Microsoft 365 in your law firm involves careful planning and execution. Here are the steps to follow:

  • Needs Assessment: Begin by conducting a thorough needs assessment to identify the specific requirements of your law firm. Consider the number of users, existing IT infrastructure, and the applications you currently use.
  • Licensing and Subscription: Choose the appropriate Microsoft 365 licensing and subscription plan that aligns with your firm’s needs and budget. Microsoft offers various plans tailored to different business sizes and requirements.
  • Migration and Setup: Migrating data from existing systems to Microsoft 365 can be complex. Consider enlisting the help of IT professionals or consulting with Microsoft experts to ensure a smooth transition.
  • Training and Support: Provide comprehensive training to your staff to ensure they are comfortable with the new tools. Establish a support system or helpdesk to address any issues or questions that may arise during the transition.
  • Ongoing Monitoring and Optimization: Regularly oversee your Microsoft 365 setup, analyze usage patterns, and optimize it to align with your law firm’s evolving requirements.

The future of Microsoft 365

As technology advances rapidly, Microsoft remains dedicated to evolving Microsoft 365 to address the evolving needs of law firms and global businesses. Here’s a glimpse into what the future may hold for Microsoft 365:

  • AI and Automation: Microsoft is investing heavily in artificial intelligence (AI) and machine learning (ML) to make Microsoft 365 even smarter. In the future, anticipate advanced automation, predictive analytics, and intelligent insights for data-driven decisions, streamlined tasks, and enhanced legal process efficiency in law firms
  • With the increasing importance of data security, Microsoft will probably continue to bolster its security features. Expect more robust threat detection and response capabilities, as well as innovative solutions to address emerging cybersecurity threats.
  • Microsoft 365 is likely to become even more tightly integrated with other Microsoft services and third-party applications. This will further streamline workflows and provide law firms with a unified and efficient digital workspace.
  • Collaboration Beyond Boundaries: Microsoft will further enhance collaboration tools, enabling law firms to work seamlessly with clients, partners, and stakeholders across borders. This could include more advanced virtual meeting solutions, augmented reality tools, and expanded document collaboration features.

Summing Up

As discussed in this blog, Microsoft 365 offers law firms numerous advantages, including improved collaboration, data security, seamless integration, and intelligent insights. However, to truly unlock and leverage these capabilities, you need a partner who understands the unique demands of your industry.

MatterSuite’s IT experts customize Microsoft 365 for your law firm’s unique requirements. They are your guiding light through the implementation process, ensuring a smooth transition, comprehensive training, and ongoing support. With MatterSuite, focus on delivering exceptional legal services, as your technology is expertly managed.

Trust MatterSuite to be your bridge to the future of legal technology.

We’ll empower your law firm for competitiveness, security, and agility in the digital age, ensuring excellence. Maximize Microsoft 365 with MatterSuite and transform your law firm into a more efficient, collaborative, and secure future.