SharePoint, Power BI and Power Apps for legal and professional services firms
We help law, accounting, consulting and advisory firms keep client and matter documents in order, route approvals, record time and find answers in their own files, built in the Microsoft 365 you already use.
Talk to a consultant about legal and professional services
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What teams ask us for
What legal and professional services teams ask us to build
Client files, matter approvals and time records are the daily work of a professional firm. These are the tools we are most often asked to build for these teams.
Client and matter documents
Documents filed by client or matter, with versions, search and access by role.
Document management →Contracts and agreements
Contract records, review steps, renewal dates and approvals with a clear history.
Contract management →Engagement and expense approvals
Approvals that route to the right partner or manager and show where each one stands.
Approval workflow →Timesheets and utilisation
Time recorded by project or matter, with reports on utilisation and work in progress.
Project timesheet →Knowledge and search
Search across your own documents so past work and know-how are easy to find.
AI-powered document search →Firm intranet
News, policies, templates and request forms in one place for every office.
Intranet portal →How we work
Set up around your matters and clients
We start with how your matters, approvals and time recording work today. Then we build the tools around that routine, with access limited to the right teams.
- Client and matter recordsDocuments filed by client or matter, with versions and access by role.
- Approvals with a historyEngagement, expense and contract approvals show who has them.
- Answers from your own filesSearch across your documents so knowledge is not lost in folders.
- Your data stays with youContent, security and sign-in stay in your tenant. We do not host your data.
Legal and professional services: questions we hear often
Can clients and outside parties see their own documents?
Yes. We can set up secure access for clients and partners so each person sees only the files meant for them.
How do you keep client files confidential?
Everything is built in your own Microsoft 365 tenant, with access set by role and kept under your admin. We do not host your data.
Have you worked in legal and professional services?
The processes in legal and professional services are common to many industries: controlled documents, approvals, contracts, audits and reporting. We have built these on Microsoft 365 for clients across 15+ industries. On the first call we tell you honestly how close our existing work is to your case.
Do you only build on Microsoft 365?
Our work is built on Microsoft 365 and the Power Platform: SharePoint, Power BI, Power Apps, Power Automate and Copilot. We connect them to your other systems where needed.
Where does our data stay?
In your own Microsoft 365 tenant and your own systems. We build inside your environment and do not copy your data to systems of our own.
How do we get a price?
Book a free consultation. After a short scoping call we send a proposal with one price for the core scope, separate prices for optional add-ons, and the assumptions written down.
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