MICROSOFT 365 SOLUTIONS

SharePoint and Teams serve as the bridge that brings all the Microsoft 365 applications together to create a collaborative space to handle your cases or matters. With SharePoint and Teams, you can bring together Outlook, OneDrive, OneNote, Planner, and more to create an intuitive, cohesive, cost-effective system that brings together the data in your case or matter.

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• NO MORE aimlessly wandering through the Microsoft 365 rabbit hole.

• NO MORE reason not to test the viability of leveraging your Microsoft 365 subscription for something much bigger.

• NO MORE toggling from app to app when they're all connected in one place.

• NO MORE paying for a complicated and expensive practice and case management system.

 

The Microsoft 365 for Business plan comes equipped with SharePoint and Teams. In addition to the platforms providing a secure connection to your data at any time from any device, Microsoft Teams can also serve as your VoIP telephone solution. Take your phone calls anywhere.

Arrow365 is the code that creates a fully optimized SharePoint site for your case or matter so that you don’t have to. While Microsoft 365 empowers you to create a case management system all on your own, we’ve written the code to take your Microsoft 365 to the next level by automating SharePoint creation from templates pre-designed for any law firm or freelance paralegal practice. Arrow365’s SharePoint and Teams automation service creates fully optimized SharePoint (and Teams) sites hosted on your Microsoft 365 tenant with all desired team members invited within 8 minutes.

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• NO MORE creating inconsistent SharePoint sites.

• NO MORE modifying SharePoint sites one by one.

• NO MORE expensive “per seat” practice and case management systems.

• NO MORE creating SharePoint sites one by one.

 

Arrow365 allows you to create bulk SharePoint sites for your cases or matters at one time (up to 40). Arrow365 also invites and removes your Team members from SharePoint sites, as well as offers elegant closing and archiving solutions that remove the Group name from your Outlook navigation menu, and it makes the SharePoint email no longer externally available. Arrow365 enhances and enriches the Microsoft 365 user experience, guides you in the transition to leveraging your Microsoft 365 subscription for practice and case management, gives you back time from creating and modifying cases and matter SharePoint sites one-by-one, and provides your team with an affordable case management system that leverages a product you're already paying for.

All case management systems rely on two things: 1) your data; and 2) a tagging system. Each SharePoint site has a dedicated email address, which serves as the tagging system in Microsoft 365. This also means you get a dedicated inbox for all email communications associated with a case or matter.

 

• ​​NO MORE converting emails to PDF only to save them to a folder on your network.

• NO MORE saving each attachment one by one.

• NO MORE searching your full inbox to locate an email.

• NO MORE cc’ing your team individually.

 

With members of your team sharing access to each case or matter in SharePoint, the dedicated inbox can easily manage your digital communications, as well as save all file attachments in record time directly to your case or matter. The convenient action, “save to document library”, makes managing the many email file attachments an efficient process. Whether it’s one attachment of 50 attachments, one click saves all files with one click, “save to group library.” Saving those voluminous file attachments has never been easier.

Outlook Calendar is a very powerful tool. You can calendar directly to each case or matter through the use of the SharePoint calendar. All team members will have access to the events on the shared calendar and can choose if the event (or deadline) appears on their personal calendar. As a bonus, Outlook Calendar empowers you to establish specific notifications and reminders to always keep you ahead and prepared for anything.

 

• NO MORE being late or missing meetings, depositions, or hearings.

• NO MORE missing important deadlines.

• NO MORE texting or emailing your Assistant or Paralegal regarding your availability.

• NO MORE reasons not to stay proactive.

 

With the Outlook Calendar, you can take your calendar anywhere and access it across multiple devices. You can integrate other calendars into the Outlook Calendar such as your Google (Gmail) or iCloud calendars, as well as share your personal calendar with your team members.

Create a Global Contact List for your team and copy that information over to any case or matter in SharePoint. Easily access all contacts through the global list or through the case or matter SharePoint site. Search across all Contacts lists or single lists to get the contact information much faster. You can expand your contacts list to include any contact information, and create choices on contact type (ex. Client, Opposing Counsel, etc.).

 

• NO MORE losing contact information.

• NO MORE texting or emailing your Assistant or Paralegal for contact info.

• NO MORE complicated or expensive CRM solutions.

• NO MORE searching your email for contact information.

 

With Microsoft Lists handling contacts management, you can create highly sophisticated contacts lists. Microsoft Lists combined with Microsoft Power Automate is a powerful combination. Just let us show you.

OneDrive for document management provides a secure and shared space for your documents allowing you to collaborate on documents with your team members, as well as share documents outside your organization. Handle your documents with ease using HIPAA-compliant best practices such as requiring authentication and establishing passwords. Use the sync feature to onboard the SharePoint document library (powered by OneDrive) to your local desktop, and navigate through your files seamlessly using SharePoint and OneDrive’s two-way sync with your File Explorer.

 

• NO MORE carrying folders and binders.

• NO MORE migrations of your data.

• NO MORE tracking down filing not yet filed away in the case or matter.

• NO MORE manually preparing indexes.

 

With your OneDrive SharePoint document library, you can take advantage of the “Export to Excel” feature which creates amazing hyperlinked indexes so you can hit the ground running on creating indexes for Pleadings, Document Productions, Medical Records, and much more. Streamline the process of preparing for trial with this amazing feature.

Think of OneNote Notebooks like a digital legal pad. Keep your case or matter notes in an organized digital Notebook that’s available to your entire team. Add your deposition outline and keep organized notes complete with customized tags while you take your digital deposition. Easily use the OneNote quick action buttons to send Outlook Calendar event details, emails, or website information to OneNote. Add the Chrome OneNote Clipper tool to quickly and easily pull case law from Westlaw or settlement and verdict information from LexisNexis.

 

• NO MORE carrying around bundles of legal pads.

• NO MORE buying and storing legal pads.

• NO MORE tearing pages out of legal pads, scanning and filing them.

• NO MORE transcribing notes from legal pads

 

Done with your meeting and need to travel back to the office, but you want to get your summary done right away? Dock your phone in your car and dictate to your Notebook. Microsoft 365 is the only application available offline, which is wildly important when you’re billing by the hour. All Notebooks are completely searchable by words, phrases, and tags.

Never miss a deadline or a task with this intuitive, proactive, mobile-friendly system. With the ability to manage and delegate tasks from anywhere, Microsoft Planner fosters a productive environment inside and outside the office.

 

• NO MORE missing tasks or missing deadlines.

• NO MORE reason not to stay proactive.

• NO MORE micromanaging your team.

• NO MORE tasks slipping through the cracks.

 

Imagine creating a case milestone list and using it side-by-side with Microsoft Planner for easier task delegation. Label your tasks to specific phases of your case to create filter and grouping options for better reporting. Template your milestone list, template your Planner tasks, and start working like a fine-oiled industrial line.

Microsoft To-Do integrates with Planner and Outlook. Bring together your tasks and calendar to create an agenda. Set your intentions and To-Do’s for your cases or matters by adding items to your MyDay Agenda. Stay organized and complete your tasks with ease by setting your priorities according to case and matter deadlines and events.

 

• NO MORE reasons not to stay proactive.

• NO MORE trying to manage voluminous assignments.

• NO MORE relying on legal pads and sticky notes that aren’t working.

• NO MORE mismanagement of your time that decreases your productivity.

 

Boost your productivity, foster efficiency, and manage your time with the power of Microsoft To-Do. Create printed checklists with all Planner task details, including notes and checklist items.