Create Your Office 365 Invoice Template for Legal Documents Effortlessly

Office 365 invoice template for Legal

in this brief video we'll see how office 365 SharePoint online can be used to create a solution for a law firm or legal department when they're working in the office legal users prefer to use familiar desktop applications such as outlook and Word here we are in Outlook the macro view pane on the right of outlook provides a convenient and intuitive way to view the structure of an office 365 tenancy which is being used to store documents and emails related to matters the cases in matters site collection has a number of sub sites one corresponding to each client or in the case of a legal department - may be a business unit expanding one of those sites we see a Mathers library which in turn contains a number of document sets each corresponding to a particular matter clicking a matter document set we see the default view of that area of the sharepoint online store and any other view that it's been defined clicking individual email or document provides a formatted preview by clicking in matters library we display a nice listing of the matters for that client or business unit and we can double click to drill down into the matter that we want to work with if desired amount of documents it can contain subfolders which relate to popular types of documents by dragging to one of these folders we'll have automatic capture of the document type metadata attribute depending on the organization a new matter might be created by right-clicking on the matters area and choosing create new matter or as an automatic byproduct of creating that new matter in an external CRM or line of business system the macro view provisioning API assists with this integration if matter numbers are required they can be automatically assigned by the macro view software as shown here the new matter document set is automatically provisioned with the appropriate content types for managing matter emails and matter documents so that you can start saving those files straight away you might also want to be able to right-click a matter in order to archive it across a busy law firm or legal department there may be hundreds or even thousands of matters so lawyers need ways of rapidly finding the matters they want to work with the macro review software assists by displaying all the areas within the sharepoint online store for which the current user has permission the user can also right-click and add a new matter as a favorite till then be accessible with minimum navigation from the favorites tab of macro review the macro review software also assists in finding a matter if all you know is part of its name the search site tree command of macro view will automatically find matter areas based on part of their name and automatically locate you to that area within the sharepoint online store some matters need to be behind what are called Chinese walls that is not accessible to all members of the firm or legal department the private group feature of SharePoint Online is an excellent help in this regard it creates a new site with a matter library which is restricted to only those users who have been assigned to the group these sites and libraries appear nicely in the macro view tree display within a law firm or legal department many of the documents and emails that need to be managed do not relate to matters they instead relate to operational areas such as finance HR and marketing and office 365 SharePoint online solution provides an excellent way of managing documents for these operational areas the metadata structure of libraries in these operations areas can be such that users are not prompted to enter matter or client identification something they find very frustrating in a traditional DM environment many lawyers require a way of storing their own personal documents this need is well satisfied by the onedrive for business feature of office 365 using onedrive for business each member of the firm or Department is assigned a personal site and all of these sites and their document libraries appear nicely within the micro review tree view display for more information about using Office 365 SharePoint online to create a solution for a law firm or legal department contact Mack review using these details