Making Microsoft Teams work effectively for Legal and Professional Services
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WHAT IS TEAMS FOR LEGAL?
Microsoft
Leverage the Microsoft 365 platform and benefit from the vast innovations provided by Microsoft.
Repstor
Repstor products manage the full life-cycle of any matter/case within Microsoft Teams and Outlook.
Neota Logic
Neota helps automate processes, risk assessments and document creation via self-service apps.
Transform Data International
Adding implementation services and product knowledge to deliver successful projects.
WHO USES TEAMS FOR LEGAL?
Functions and features can be deployed in line with your growing needs, ambitions and budget.
Law Firms
Replace legacy (on-prem) Document Management Systems and reduce IT costs.
Allowing clients to view, provide or update information, documents, ask questions or answer legal questions via integrated self-service apps.
By integrating all functions into a single application, users will save valuable time looking for information in various systems and locations.
Legal Departments
A central repository that allows the legal department to store important information.
Allowing other departments to log requests with the legal team and keeping track of these requests, response times, workload, tasks, etc.
By integrating matter information into reporting tools such as Power BI, useful insights around claims, contracts, workload, matter types can be created easily.
Professional Services
Collaborate with external stakeholders and clients on a project, case or transaction.
Ensure projects are done in a certain way. Tasks are performed in a certain frequency and run-books are automated in a project template.
Ensure users can adopt changes and new technologies by integrating it into the applications they are already comfortable with, Microsoft Outlook and Teams
GOVERNANCE AS PART OF TEAMS FOR LEGAL
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Automatic creation of Microsoft Teams, based on input from primary systems (PMS, SAP, ERP, etc.) or manual via structured triage forms and approval flows.
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Build templates and ensure information is accessible in a secure, standard format and consistent naming conventions are applied.
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Automatically add extra content such as buckets, tasks, tabs or notes to your team, depending on the status of a project.
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Ensure users can save their incoming e-mails and attachments directly from Microsoft Teams, so all information can be stored in a central location.
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Apply archiving actions and retention rules to ensure information stored in your Microsoft Teams are compliant with regulations or company policies.
WHY TEAMS FOR LEGAL?
Transform Data brings together the partners that deliver the products around TEAMS for Legal. Next to that, Transform Data offers services and add-on products around implementation, integration and migration.
Optimising productivity via maximum user-adoption is the goal. Transform Data focuses on a broad audience but has a specific focus on professional services, law firms, and legal departments.
The solutions Transform Data provides strengthen the adoption of Microsoft 365, SharePoint and Teams. They ensure the optimal use of information within organisations; for example, in a decision-making process or daily (mobile) processes that require accurate data.
LATEST NEWS & VIDEOS
Video 6 – Self-Service Apps
This is the sixth video out of a series of 9 where we cover the Self-Service apps that can be used by law firms or legal departments to service their clients or business units in a modern way....
Video 5 – Information in Context
This is the fifth video out of a series of 9 where we cover displaying information from various systems (CRM, ERP, PMS, etc.) in context within Microsoft Teams and Outlook....