Microsoft Office 365 for Law Firms

The most secure and easiest connection of two to manage your emails, contacts, and calendars

Law firms are moving in droves towards cloud-based solutions for their legal document management, data storage, and other legal practice requirements. They have the additional burden of protecting client matter data as a commitment to their customers. Microsoft Office 365  gives lawyers and personal injury law firms distinct advantages, as the Microsoft Office 365   tools serve as the bedrock of legal technology, a set of foundational tools for everyone in practice.

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CloudLex, together with Microsoft 365

Manage your practice using the tools you already know and trust. CloudLex is seamlessly integrated with Microsoft Office 365, so you can advance how you run your personal injury practice, including managing and collaborating on documents without interruptions.

Neat & faster in action Microsoft 365 integration

Microsoft 365 integration with CloudLex is easy to set up and even easier to use. Once implemented, your Outlook emails and contacts will automatically sync with CloudLex, and any event added to your legal calendaring software in CloudLex will auto-sync to your Microsoft 365 Calendar. Your email groups created in Outlook can be used while sending a group email through CloudLex.

Security you can trust

CloudLex’s HIPAA compliance and Microsoft 365 suite’s active security monitoring ensure your firm-wide data security.

Create, manage, and collaborate on documents from anywhere

Track demands and offers unique to your cases and plaintiffs. Our personal injury settlement calculator allows you to follow negotiations Experience a powerful combination of CloudLex and Microsoft to transform how you manage and collaborate on documents.

Create new, upload, edit, and share documents

With CloudLex Microsoft Office Online integration, you can upload your existing documents directly to CloudLex from Word, Excel, and PowerPoint. Upload, edit, make comments and share documents with your team from your desktop or web-based versions of Microsoft Office Online without any dedicated software.

Collaborate on documents

With Microsoft Office Online®, easily coordinate and collaborate with your team even in high-pressure, tight deadline situations. By using Co-authoring, you can open any Microsoft Word, Excel, or PowerPoint file directly into Office Online and simultaneously edit alongside your colleagues. You can also see who is viewing your file in real-time for better transparency.

Access files on the go (anytime, anywhere, and on any screen)

Track every update on the case, including statues, documents, calendars, etc. Therefore, everyone in the team is updated from any location. With CloudLex®, all you need is internet access to create, review and modify documents regardless of where you are. Open, edit, and save from your connected, device and your changes will be reflected instantly across your team members’ phones laptops, and tablets-ensuring everyone has the latest version, always.


Christopher Campione

The CloudLex family has gone above and beyond in these unprecedented times to provide high quality uninterrupted service that has been instrumental in serving our clients’ needs at a time when clients need our help the most. Their attention to detail and level of service are unmatched in the case management software industry.

Christopher D. Campione

Managing Partner | Campione Law, P.A.


Plaintiff personal injury law solutions built specifically for you

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Intake Manager

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Matter Manager

State-of-the-art case management software designed exclusively for personal injury law

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Client Messenger

Streamline your client communication to move cases forward

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Microsoft Office

Reimagine productivity with seamless Microsoft Office Online integration

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Digital Archiver

Cloud storage for paperless law firms with digital archive access for the future

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Referral Engine

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Documents

Keep all your documents organized with CloudLex’s seamless Microsoft Word integration

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App Integrator

Connect the best legal tech apps with CloudLex to build your complete LegalCloud®

Microsoft Office 365 for Law Firms FAQs

What is Microsoft 365, and how does it help a personal injury law firm better manage its practice?

Microsoft 365 (earlier known as “Office 365”) is now more than just office apps. It provides your law firm with the following apps and services:

Microsoft Teams provides group chat and collaboration.

Microsoft Word allows you to create, view, edit and collaborate on documents.

Microsoft Excel allows you to create and view spreadsheets, charts, and tables.

Microsoft PowerPoint allows you to create presentations, from project plans to legal plans to meeting agendas.

Outlook  is a versatile tool; it helps you send, receive, and manage email, along with managing your contact database and calendar, which can be shared and accessible across your law firm.

OneNote is a tool to create, store and manage case notes, legal research, and miscellaneous information that doesn’t fit well anywhere else, firm-wide, team-wide, or even case-specific.

OneDrive will replace your on-premise file server and serves as a single, central file system for your entire firm.

Other important apps included in Microsoft 365 that serve as the backbone for everyone in your law practice are – Exchange, Groups, Skype for Business, SharePoint, Power BI, To-Do, Planner, Yammer, and Microsoft Forms.

How secure are cloud solutions like Microsoft 365 for law firms?

It is every law firm’s commitment and responsibility to keep their legal and client data secure. As compared to the old, on-premise/server-based systems, cloud-based platforms like Microsoft 365 certainly offer more for data security and secure cloud based legal software.

According to the American Bar Association :

“Modern encryption has progressed to the point where it is unbreakable. Cloud companies understand that their reputations for protecting customer information are crucial. A single security breach would cost them dearly. Your client information is more secure stored on a reputable, professionally managed cloud server than on your office computers.”

With Microsoft 365, you get world-class cloud infrastructure and security.

How does Microsoft 365 integrated with CloudLex benefit your law firm?

In present times, when personal injury law firms are moving away from on-premise server-based systems and moving to cloud-based personal injury case management software, Microsoft Office 365, in particular, is the one common name that every lawyer and law firm staff knows about and uses.

And as you all, in your legal profession, have used this in one or many ways, you probably know why Microsoft Office 365  is essential to a firm’s daily operations for law firms. Gone are the days of managing legal practices with paper files and inefficient processes; they have been replaced with more collaborative, secured, well-managed, and encrypted document management tools like OneDrive, OneNote, Outlook , Office 365 Calendar, Microsoft Teams, and many other Microsoft suites of business tools.

But, you need to make the most of your Office 365 tools by molding them to make them more matter centric so they can help you simplify your legal matter management process; that is where CloudLex comes in. By seamlessly integrating CloudLex and Microsoft Office 365 , you can mold Microsoft 365 in the way your law firm works—so you can better manage contacts, calendars, communications, and more.

Once you integrate CloudLex with your Microsoft 365 suite, any event added to your calendar in CloudLex will auto-sync to your Office 365 Calendar, Outlook emails and contacts will automatically sync with CloudLex, and your email groups created in Outlook can be used while sending a group email through CloudLex.

In addition, whenever you send an email through CloudLex, it will reflect your Outlook email address as the sender, not the CloudLex-generated email id.

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