Legal Operations Assistant
NDA created for Alderstone Ventures
Just now
MICROSOFT 365 SYSTEMS FOR LAW FIRMS
Handle more legal work
without needing
more people.
From everyday tasks to complex legal work, we put Microsoft 365 to work so your team can focus on billable work.
✓
Microsoft Teams
Matter intake ready for review
2m ago
Matter task
Client onboarding completed
3m ago
Client and matter preparation.
Document drafting and review.
Meeting notes and action tracking.
Email and correspondence management.
Knowledge sharing across the firm.
Excel for financial analysis.
WHAT WE DO
We make Microsoft 365
do more of the work.
We connect the tools, data and workflows already inside your firm, then build the systems and agents that keep work moving with less manual effort.
YOUR TEAM
MICROSOFT 365 AGENTSBUILT AROUND YOUR FIRM
WORD
EXCEL
TEAMS
OUTLOOK
POWERPOINT
ONEDRIVE
ONENOTE
LISTS
POWER BI
SHAREPOINT
DYNAMICS 365ONE CONNECTED MICROSOFT 365 INFRASTRUCTURE THAT KEEPS YOUR MATTERS MOVING
DOCUMENT GENERATION01
Existing CRM data
✓YOUR EXISTING TEMPLATENon-disclosure
agreement
Data reused. Document ready.
DOCUMENT GENERATION
Ready-made legal documents, populated from your CRM
Client and matter data flows directly into your existing templates.
MATTER MONITOR02
OutlookTo DoTeams
Context connectedWHAT NEEDS ATTENTION↗
Everyday activity. Clear next steps.
MATTER MONITOR
Know what each matter needs next.
Microsoft reasons across Outlook, To Do and Teams activity to proactively surface what each matter needs.
CHASING AGENT03
Prepare a follow-up.
✓Context checked✓Recipient verified
OutlookDRAFTFollow-up prepared✓ Ready for review
Checked context. Prepared in Outlook.
CHASING AGENT
A context-checked chase, prepared in Outlook.
Ask for a chase. The agent checks context, verifies the recipient and prepares it in Outlook.
LET'S TALK
What happens after you book?
One conversation. A clearer way forward.
Morrow MasonA conversation about your firmHOW IT WORKS
Book 15 minutes ↗
15-minute conversationYour team + Morrow Mason
What does a typical matter look like
for your team?
for your team?
The work gets done. But there's a lot
of chasing and copying in between.
of chasing and copying in between.
Talk us through it. We're listening.
Let's understand where the time goes.
Updates, follow-ups, document details.
They're spread across our tools.
They're spread across our tools.
We'll map how it fits together.
Here's how it could work.
And it fits the way we already work?
That's the point. We design around your firm.
Now we build and test it
inside your Microsoft 365 environment.
inside your Microsoft 365 environment.
Connecting the workflow
With our team involved?
Yes. We test it against the way you work.
How do we get everyone comfortable with it?
We walk your team through it,
using your everyday workflows.
using your everyday workflows.
That sounds like a good place to start.
Let's find out in 15 minutes.
Book 15 minutes