Arrow365
Automate SharePoint to Create a Custom Case Management System
Say goodbye to restrictive licenses and hello to unparalleled flexibility. Arrow365 is a revolutionary API that seamlessly integrates with your Microsoft 365 subscription and turns your Microsoft 365 apps into a Case Management System. Email management, calendar management, document management, task management, contacts management, automated indexing, calendar reporting, and so much more is at your fingertips.
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Arrow365 is more than a tool; it's the key to unshackling your legal practice from conventional limitations. Instead of constraining you to a predetermined case management box, Arrow365 breathes life into your Microsoft 365 subscription, allowing you to shape and build your practice the way you envision.
Explore the Arrow365 SharePoint Templates
Within minutes, the Arrow365 API creates and fully configures SharePoint sites using the Arrow365 templates. Get all three SharePoint templates with any Arrow365 Plan.
Our SharePoint templates provide a better roadmap for legal professionals while expediting a solution - a SharePoint site to use for a Matter site, a Client site with multiple matters, or a Practice (management) site for storing confidential Administrative items.
General Litigation 'GenLit'
SharePoint Template
Built upon a solid foundation of litigation expertise, our flagship template, the Arrow365 GenLit SharePoint template, takes center stage as the cornerstone of our offerings. This versatile template is designed to cater to all types of cases, both pre and post-litigation, regardless of your party status—be it Plaintiff, Defendant, or any other role.
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CORE FEATURES INCLUDE:
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Calendar Management (Outlook)
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Email Management (Outlook)
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Task Management (Planner & Lists)
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Contacts Managements (Lists)
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Document Management (SharePoint OneDrive)
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Note-taking Management (OneNote)
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Streamlined Communication (Teams)
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Automated Activity Tracking (SharePoint)
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ADVANCED FEATURES INCLUDE:
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10 customizable indexes for tracking case data, including client documents, court orders, liens, records, liens, pleadings, written discovery, document production, and depositions.
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5 trackers for tracking document requests (medical records, FOIA records, subpoenaed documents, etc.), damages, exhibits, witnesses, and pre-trial motions.
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Custom 'War Room' page with a countdown timer to Trial, a Trial Checklist, a Trial Schedule, and quick links to Trial Resources.
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Access to custom automations including automated indexing, Planner reporting, critical deadlines reporting, and automated Contacts Management.​
Client
SharePoint Template
The Arrow365 Client SharePoint template is specifically designed to cater to your esteemed top-tier clients who entrust you with multiple matters. With this template as your foundation, you have the flexibility to expand and customize the site by incorporating dedicated pages for each sub-matter you handle on behalf of the client.
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CORE FEATURES INCLUDE:
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Calendar Management (Outlook)
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Email Management (Outlook)
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Task Management (Planner & Lists)
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Contacts Managements (Lists)
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Document Management (SharePoint OneDrive)
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Note-taking Management (OneNote)
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Streamlined Communication (Teams)
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Automated Activity Tracking (SharePoint)
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ADVANCED FEATURES INCLUDE:
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Quick link placeholder buttons for things like Client Guidelines, Client E-Billing Portal, etc.
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Active matters list so you can track all matters you're handling for a client
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Access to custom automations including Planner reporting, critical deadlines reporting, and automated Contacts Management.
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Category
SharePoint Template
While Microsoft 365 has valuable case management tools, it also provides amazing practice management tools. Our versatile Arrow365 Category SharePoint template provides a robust foundation for administrative purposes, enabling you to create dedicated SharePoint sites for cases under consideration (for leads handling and intake), for accounting & bookkeeping, HR, Employee onboarding and retention, and other administrative functions. Create a Category site for pre-Microsoft 365 closed or archived cases, Partner sites, or Office sites.
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CORE FEATURES INCLUDE:
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Calendar Management (Outlook)
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Email Management (Outlook)
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Task Management (Planner & Lists)
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Contacts Managements (Lists)
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Document Management (SharePoint OneDrive)
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Note-taking Management (OneNote)
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Streamlined Communication (Teams)
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Automated Activity Tracking (SharePoint)
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ADVANCED FEATURES INCLUDE:
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Access to custom automations including Planner reporting, critical deadlines reporting, and automated Contacts Management.
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Your Arrow365 Journey
What to Expect
Phase I:
Agreements, Welcome Packet & Login Credentials
We begin with the basics—signing your service agreement, receiving your welcome packet, and setting up secure login credentials for Arrow365. This phase is all about getting you oriented, giving you clarity, and making sure you know exactly what to expect throughout the process.
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Phase II:
Infrastructure Review & Arrow365 API Setup
Next, we dive into your Microsoft 365 environment to ensure it’s optimized for Arrow365. We’ll work inside your tenant to review settings, confirm system compatibility, and connect the Arrow365 API to your subscription. It’s all handled with security, precision, and transparency.
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Phase III:
Design Meeting & Info Collection​
This is where your system begins to take shape. During our design meeting, we’ll collaborate on the layout and functionality of your default SharePoint template—including folders, Planner buckets, Quick Links, and OneNote sections. Your workflows, your way—backed by our expertise.
Phase IV:
Finalizing Your SharePoint Template & Intranet
After the design meeting, we’ll put the finishing touches on your SharePoint template and build out your Team Communication site (your intranet hub). This phase ensures your internal team has a centralized, beautifully organized space to access everything they need to work efficiently.
Phase V:
Training & Moving Into Your New System
Now it’s time to train and transition. We’ll guide you through two hands-on training sessions—one focused on Arrow365, the other on Microsoft 365 apps. You’ll begin moving your documents, emails, calendar events, and notes into your new system with confidence and clarity.
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Phase VI:
Continued Support, Training, & Updates​
Even after go-live, we’re here for you. You’ll have access to recorded trainings, a library of tutorials, user guides, and the option for continued support and customized add-ons. As your firm grows, we’ll help you refine your system and unlock new efficiencies in Microsoft 365.
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Unlock the Success of Microsoft 365
Get Started with Arrow365
Whether you need more information or you're ready to get started with Arrow365, schedule a consultation and let's discuss the vision for your practice. During our videoconference, we'll discuss your needs, and go over your timeline, your budget, and options to get your team started with an Arrow365 Plan that best fits your needs.
*Terms & Conditions Apply (See the Plan Policy when you select a Plan.)
Arrow365 Standard
500
Every 6 months
+$2,000 One-Time Setup Fee
Turn your Microsoft 365 subscription into a case management solution with the Arrow365 API Integration
Valid until canceled
Complete Arrow365 Setup + 1 Year of Service
Unlimited Users and SharePoint Matter Sites
Customized Matter Management Landing Site
GenLit Template with Automated Document Indexing
Client and Category SharePoint Templates
Custom Folder Structure, OneNote, and Planner Setup
Global Contacts Automation for Conflict Management
User and Group Training via Microsoft Teams
6 Hours Hands-On Recorded Training with Recaps
Technical, Maintenance, and Automation Support
Free API Updates and New Automation Releases
Arrow365 Essentials
500
Every 6 months
+$2,500 One-Time Setup Fee
Turn your Microsoft 365 subscription into a case management solution with the Arrow365 API Integration
Valid until canceled
Complete Arrow365 Setup + 1 Year of Service
Unlimited Users and SharePoint Matter Sites
Customized Matter Management Landing Site
Access to All Three Arrow365 Templates
GenLit Template with Automated Document Indexing
Client and Category SharePoint Templates
Custom Folder Structure, OneNote, and Planner Setup
Global Contacts Automation for Conflict Management
User and Group Training via Microsoft Teams
12 Hours of Hands-On Recorded Training with Recaps
Technical, Maintenance, and Automation Support
Free API Updates and New Automation Releases
Arrow365 Premium
500
Every 6 months
+$3,500 One-time Setup Fee
Turn your Microsoft 365 subscription into a case management solution with the Arrow365 API Integration
Valid until canceled
Complete Arrow365 Setup + 1 Year of Service
Unlimited Users and SharePoint Matter Sites
Customized Matter Management Landing Site
Access to All Three Arrow365 Templates
GenLit Template with Automated Document Indexing
Client and Category SharePoint Templates
Custom Folder Structure, OneNote, and Planner Setup
Global Contacts Automation for Conflict Management
User and Group Training via Microsoft Teams
14 Hours of Hands-On Recorded Training with Recaps
Technical, Maintenance, and Automation Support
Free API Updates and New Automation Releases
Branded Team Communication Intranet Site
Exclusive Access to the Arrow365 Knowledge Base
Access to the Microsoft 365 Accelerator Video Library
Free Access to Microsoft 365 Courses, Events, and Webinars
Arrow365 Enterprise
800
Every 6 months
+$5,000 One-Time Setup Fee
Turn your Microsoft 365 subscription into a case management solution with the Arrow365 API Integration
Valid until canceled
Arrow365 Enterprise Setup + 1 Year of Service
Unlimited Users and Unlimited SharePoint Matter Sites
Fully Customized SharePoint Template Design & Configuration
Custom Folder, OneNote, and Planner Bucket Structure
Access to All Arrow365 SharePoint Templates
Access to the GenLit Template with Automated Indexing
Access to the Arrow365 Client Template
Access to the Arrow365 Category Template
Global Contacts Automation for Conflict Management
20 Hours of Hands-On Training with Recaps (Recorded)
Basic Technical and Maintenance Support
Free API Updates and Newly Released Automations
Branded Team Communication Intranet Site
4 Hours Per Year of Custom Automation Development Services
Exclusive Access to the Arrow365 Knowledge Base
Access to the Microsoft 365 Accelerator Video Library
Free Access to Microsoft 365 Courses, Events, and Webinars
Arrow365 Foundation
500
Every 6 months
+$1,000 One-Time Setup Fee
Turn your Microsoft 365 subscription into a case management solution with the Arrow365 API Integration. This Plan is only available to 501(c)(3) organizations.
Valid until canceled
Complete Arrow365 Setup + 1 Year of Service
Unlimited Users and SharePoint Matter Sites
Customized Matter Management Landing Site
Access to All Three Arrow365 Templates
GenLit Template with Automated Document Indexing
Client and Category SharePoint Templates
Custom Folder Structure, OneNote, and Planner Setup
Global Contacts Automation for Conflict Management
User and Group Training via Microsoft Teams
6 Hours On-Demand Recorded Training with Recaps
Technical, Maintenance, and Automation Support
Free API Updates and New Automation Releases
Explore the Arrow365 Plans
Find one that works for you
Arrow365 Add-On Services
Enhance your Arrow365 experience with tailored add-on solutions.
Additional hours of personalized Microsoft 365 training.
Custom Intranet Site tailored and branded for your legal practice.
Design and create custom automated workflows.
What Arrow365 Clients are Saying
Are you looking for a Timekeeping & Billing Solution?
TimeSolv
Integrates with Microsoft 365 | SharePoint + Outlook
The Microsoft 365 environment may lack built-in timekeeping and billing solutions for law firms, but that doesn't mean you're left without options. We've partnered with TimeSolv, a premier solution that seamlessly integrates with Microsoft Outlook, as well as QuickBooks, LawPay, and much more. Now, you can effortlessly transform emails and calendared events into billable time entries without ever leaving Outlook. This innovative collaboration brings efficiency to your fingertips, simplifying your billing process like never before.
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Sign-up for your free 60-day, no-obligation trial using Promo Code: Arrow365. Training included!
Meet Your Innovator & Microsoft 365 Guru
Misty Murray
Litigation & Trial Paralegal (25+ years)
Creator of the Microsoft 365 Case Management System & Arrow365
Founder & CEO of Arrow Consultants, LLC
Blogger | YouTube Host | Innovator
For more than two decades, I personally experienced the same struggles you face—juggling time, cases, clients, and teams. The constant need to adapt to various systems, from case management to document management, consumed countless hours without yielding the desired results.
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Then, a turning point came. I reached a moment of clarity and said, "Enough!" It was time for the system to adapt to my needs, rather than the other way around. That's when I embarked on a quest for a better solution—one that would empower my team, streamline our workload, and align with our budget.
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In my pursuit, I realized that a true transformation required tearing down the existing framework and rebuilding it from the ground up. It was crucial to adopt solutions that could eliminate time-consuming administrative processes, allowing me to focus on what truly matters— serving my clients.
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MY MISSION: To revolutionize case management with Microsoft 365 and empower legal professionals to manage their cases, clients, and practice with unparalleled access and efficiency.
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