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Legal Practice Software SharePoint M365

Case and relationship management on your own SharePoint

  • Manage your case files in your Microsoft 365 cloud, integrated with MS Office, Copilot AI, and Outlook.
  • Complete with document DMS, emails, relationship management, tasks, time registration, invoicing, and a mobile app.
  • 100% seamless integration with MS Office (Word, Excel).
  • Starting rate of €3,550 per year for up to 10 users.
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Legal Practice software for SharePoint – Complete flexibility in the legal case management process.

Legal Practice software for SharePoint is based on SharePoint Online and Microsoft 365, providing a complete DMS solution for legal case management. Lialis Legal practice software SharePoint supports you in managing all your legal documents and seamlessly integrates with your M365 environment, including MS Office (Word, Excel) and Outlook. You store all case data in your own M365 tenant, giving you the freedom to integrate additional M365 services with the case DMS. This includes backup, data security, reporting, Power Apps, Copilot AI, Purview, MFA, AppSource, to name just a few. The Legal SharePoint software can be customized to meet your specific needs.

Benefits of Legal Software on SharePoint

The main benefits of Lialis Legal Software on SharePoint Online and M365:
  • All your case data is securely stored on your own M365 tenant in the M365 cloud.
  • Full integration with MS Office (Word/Outlook) without storing files on the PC or network drives.
  • All M365 features are available, such as backup, MFA, document encryption—all from the Microsoft cloud.
  • Copilot AI can be optionally purchased from Microsoft for €330 per user per year.
  • Sign in with a single account for MS Office, Outlook, and the SharePoint Legal Software.
  • Complete version history of all data, including viewing, restoring, and downloading previous versions.
  • Secure data storage for up to 7 years with M365 data archiving.
  • If you terminate the SaaS contract with Lialis, all your data remains available on your SharePoint, and you can still view and export it normally. However, you will no longer be able to create new cases, hours, tasks, invoices, etc.

Microsoft 365

Legal work revolves around Word documents, so it makes sense to store them in SharePoint for seamless integration with MS Office 365. With the M365 Cloud, you stay at the forefront of IT as Microsoft leads the field in office automation. Our legal software is installed on your own M365 SharePoint Online tenant. The advantages are numerous:

Security

  • Advanced security: Your data is protected with Microsoft’s latest security measures.
  • Full control: You have complete control over your own data and who has access to it.
  • No more local storage: Storing files on your PC is a thing of the past.

Integration

  • Seamless integration: Perfect integration with Microsoft Word and other M365 applications for a smooth workflow.
  • Easy access: Work anytime, anywhere with just a browser, no extra software installations needed.
  • Support for many M365 features: All the M365 features you want are automatically supported, including Syntex, backup, Purview, Copilot, Power BI, MFA, Entra ID, and more.

Backup

  • Automatic backups: Your data is automatically backed up by Microsoft, so you no longer need to worry about data loss.

Compliance

  • Compliance: Meets the highest standards for privacy and compliance, so you can work with confidence.

Audit Trail

  • Full insight into all changes to cases and documents, ensuring transparency and accountability.

Scalability

  • Scalability: Easily adaptable to your growing needs without complex infrastructure.

Microsoft AI Copilot

When the organization is licensed for Microsoft 365 Copilot, they can fully integrate Copilot into their
Shareflex QMS solution. This enables users to seamlessly enhance productivity by utilizing advanced AI
capabilities directly within their Shareflex applications.

Cockpit Legal Software SharePoint

  • Easy access to all features from the central cockpit.
  • Navigate to all cases.
  • All lists are equipped with advanced search filters.
  • Full-text search functionality for all data.
  • Search through all documents across all cases.
  • Insight into all tasks and hours per case.
  • Manage all dropdown lists independently.
  • Configure document templates.

DMS Legal Software SharePoint

Shareflex Legal Software is equipped with a professional DMS system for efficiently managing all your (Word) documents:

  • Metadata: Each document is tagged with metadata, allowing for easy categorization.
  • User-Friendly Interface: The interface is simple and intuitive to use.
  • Version Control: Document versions are automatically tracked by SharePoint, so you can view, download, and restore previous versions.
  • Search Functionality: Combine metadata with full-text search options for quick access to information.
  • Collaboration: Collaborate on the same document with other users simultaneously.
  • Document Sharing: Share documents internally and, if necessary, externally with stakeholders.
  • Document Previewer: Supports 300 file formats for easy viewing.
  • All documents stored in your cases are accessible in one list, complete with search filters and full-text search functionality.

Tasks, Hours, and Invoices

Shareflex Legal offers a workflow for tasks, hours, and invoices.
  • Task Management: Create tasks for all ongoing work.
  • Time Tracking: Record hours per task.
  • Invoicing: With one click, add unbilled hours to a new Excel invoice. This invoice is automatically added to the case in the DMS and created with an Excel template that you can design yourself.
  • Get easy insight into all hours and tasks for all cases, directly from the cockpit.

Emails in Outlook

We offer an additional plugin for the new Outlook that allows you to directly upload emails and email attachments to the case of your choice. This can be done easily from the new Outlook interface, both in the browser and through your PC-based Outlook program.

Audit Trail Legal Software SharePoint

Knowing exactly what changed and why is crucial. An audit trail is maintained for all data, including files and form fields (text, dropdowns, etc.). You have a complete overview of all modifications to all data, covering the full document and record lifecycle.
  • View Old Versions: Every previous version can be viewed and downloaded.
  • Restore Versions: You can restore any old version as the latest version.
  • Audit Trail Retention: Even if you manually overwrite a file with a new upload, the audit trail for that document remains intact.
With these features, you are ensured transparency and control over your data.

Integrations and ERP Connectors

  • ERP integration (Dynamics 365, SAP, …) for document storage/archiving
  • Microsoft Teams / Power Platform / Syntex
  • Reporting via Microsoft Power BI
  • Web services via REST/Microsoft Graph
  • Azure Open AI (ChatGPT)
  • Outlook
  • Synchronization of master data with external systems
  • Digital signatures (DocuSign, Adobe Sign)
  • DMS search functionality via Microsoft Bing

Permissions

Individual user permissions can be set by you as follows:
  • Read: The user can view all data.
  • Edit: The user can edit everything and create new items but cannot delete data.
  • Edit and Delete: The user can edit everything and also delete data.
  • Master Data: The user can manage the master data, including choice lists and document templates.

Archiving

  • Full archiving of all document versions
  • Archiving of review and approval information as well as workflow data
  • Archiving of invalid and withdrawn documents
  • Long-term secure storage with Microsoft 365 capabilities
  • Ability to convert documents to PDF/A

Form Design and Layout

To a certain extent, you can customize the layout of the forms using Shareflex Form Design. You only need a browser and, of course, sufficient permissions.
  • You can move fields on the form.
  • You can add new fields, provided you create the necessary SharePoint columns for this.

Legal Practice Software SharePoint demo

This demo provides you with a detailed introduction to the Lawyer Software SharePoint, the solution for file/document management based on Microsoft 365 and SharePoint. We will show you the key features and give you a first impression of the software’s user-friendly interface.

Start demo

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