Microsoft Solutions for
Legal Firms & In-House Teams

Every interaction, matter, invoice, contact, and communication consolidated into a single client record — accessible to any partner or fee earner with appropriate permissions.

Visualise client corporate structures, key decision-maker relationships, and referral networks — identifying the warmest routes to new instructions and cross-sell opportunities.

Track pitches, tenders, proposals, and new business opportunities through a structured pipeline — with AI-powered win probability scores and next-best-action recommendations.

All client email, call, and meeting activity captured automatically from Outlook and Teams — giving relationship partners complete visibility without manual data entry.

Scheduled matter status reports, billing summaries, and legal updates sent automatically to clients via branded templates — improving satisfaction and reducing inbound queries.

Automated NPS and satisfaction surveys triggered at matter milestones — with responses feeding directly into D365 for partner review and proactive service recovery.

Instant conflict-of-interest screening on client and matter creation — searching across all current and historic clients, related parties, and adverse parties with a full audit log.

Automated AML risk assessment, ID verification trigger workflows, and Sanctions/PEP screening integrated with leading AML databases — all logged for SRA audit purposes.

Microsoft Purview manages data subject access requests, retention policies, and right-to-erasure workflows — with automated responses within ICO-required timeframes.

Automated SRA Accounts Rules compliance monitoring for client account transactions — with real-time alerts on rule breaches and automated monthly reconciliation reporting.

Structured risk assessment workflows on matter opening — capturing client risk, matter complexity, and regulatory exposure — with supervisor sign-off gates for high-risk files.

Immutable audit logs for every compliance action, approval, and exception — with pre-built SRA Annual Report, Lexcel, and ISO 9001 evidence packs generated automatically.

Copilot in Word generates first drafts of contracts, letters, NDAs, and legal opinions from structured prompts — reducing drafting time by up to 60% while maintaining the firm's house style.

Azure AI analyses contracts against a defined playbook — flagging non-standard clauses, missing provisions, and risk items in seconds — transforming contract review from hours to minutes.

Copilot in Teams automatically transcribes and summarises client calls and internal meetings — generating action lists, matter notes, and follow-up tasks without manual note-taking.

Copilot in Outlook drafts client emails, summarises long threads, and suggests follow-up actions — allowing fee earners to manage high-volume client correspondence more efficiently.

Copilot synthesises case law, legislation, and precedent from your internal knowledge base and authorised external sources — delivering research summaries in minutes rather than hours.

Azure ML analyses historic matter data to predict likely duration, cost, and outcome for new matters — enabling more accurate fixed-fee pricing and realistic client expectation setting.