It’s not an exaggeration to say that almost your complete legislation world is utilizing Microsoft 365. Almost each lawyer is acquainted with Microsoft Word and Excel. Unfortunately, solely a small sliver of the legislation group is leveraging all of the ways in which 365 could make your legislation apply extra environment friendly and collaborative.
Think of a few of the methods your agency wastes time all through every work week. Perhaps you and a colleague have to collaborate however certainly one of you is working remotely. Clients may take longer than anticipated to return a type or doc by way of e mail. Maybe two of your attorneys are by accident duplicating efforts on the identical matter.
All of those points will be solved inside the Microsoft 365 suite that you just already use and pay for.
Rohit Parekh, a working towards lawyer and Vice President of Customer Success at Matter365, not too long ago led a webinar with the American Bar Association – “Collaboration in Microsoft 365 – Tips and Tricks”. In this webinar, a part of the ABA’s free webinar collection, Industry Insight, Rohit outlined 10 methods attorneys can reap the benefits of Microsoft 365’s built-in instruments.
Click here to view the webinar.
Here are 5 of Rohit’s time-saving methods:
Tip 1: Sharing paperwork and folders with OneDrive
OneDrive ought to be your go-to device for collaboration inside Microsoft 365 – each with colleagues and shoppers exterior your group. Instead of emailing paperwork as attachments to emails in Outlook, you should use OneDrive as your hub for all of the information you want.
With OneDrive, you may create folders and paperwork and simply give collaborators entry just by getting into their e mail. Suddenly, you and a colleague can work collectively on a doc in real-time. Additionally, you may handle permissions and permit totally different tiers of entry to every folder or doc – viewing, enhancing or downloading. And it’s all backed by Microsoft’s enterprise-grade safety.
Tip 2: Auto versioning
Imagine you’re engaged on a Word doc and also you e mail it out to a handful of colleagues for his or her enter. One colleague responds with their modifications tracked in Word. Then one other. Suddenly, you’re coping with three totally different variations of the identical doc.
This is what place OneDrive’s auto versioning characteristic comes into play. OneDrive autosaves paperwork as you’re employed on them, and saves all earlier variations of the doc. If wanted, you may view the model historical past and see what the doc regarded like earlier than a colleague made their edits. Changes shall be marked with pink traces, and subsequent to every edit you’ll discover the date and time of the change, and which consumer made that edit. All of these e mail attachments are changed by one dwell, dynamic doc on OneDrive.
If you’re sending a doc exterior of your agency and don’t need customers to see earlier variations, merely make a brand new doc and that model historical past gained through a win’t be visible.
Tip 3: Chat in information
You may end up in a state of affairs what place you’re working in the identical doc as one other colleague. For quick-hit dialog, make the most of the chat characteristic inside your paperwork. You and your collaborator can keep on the identical page as you edit – actually and figuratively. If a 3rd consumer joins, they’ll solely be capable to see the chat since they’ve joined, and the chat isn’t saved.
For a extra lasting dialog, make the most of the feedback characteristic. The feedback stick round after your session for different customers – call consideration to a different consumer by typing @ after which their username, they usually’ll see the feedback every time they go online to the doc.
Tip 4: Matter administration with Planner
Microsoft Planner is underused by attorneys – in a survey performed for the webinar, solely 11% of the viewers apply it to a weekly foundation. Planner is without doubt one of the greatest matter administration instruments on the market; it permits you to manage and assign duties which are due on a sure matter, monitor deadlines and get a visible replace on progress. That’s on prime of having the ability to talk inside Planner itself.
Planner is versatile and moldable to your legislation agency’s wants. For extra in-depth methods to handle your issues on Planner, take a look at this webinar.
Tip 5: Assigning duties
A key side of Planner is the flexibility to assign duties and guarantee accountability for what must be completed. In the appliance, you may assign all members of your agency to no matter duties apply to them, and everybody can see what their colleagues are engaged on. Filter duties by project, due date, precedence and extra to grasp which issues ought to come first.
The result’s a dynamic process board that lets everybody in your group know what place they stand with their work. Nothing will fall via the cracks.
If you’re enthusiastic about these new methods to leverage the Microsoft suite, think about using the one authorized apply administration resolution that’s totally built-in with Microsoft 365. Get began together with your Matter365 free trial as we speak.