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Microsoft 365 for Case Management

The modern solution for the modern law firm


  • Are you struggling to stay organized?

  • Are you struggling to find a case management system that works for your team?

  • Are you spending too much time trying to find emails, contacts, documents, and more?

  • Are you done spending thousands on cookie-cutter systems that don't work?

  • Are you ready to cut out the nonsense and get back to practicing law?

If you answered "yes" to any of the questions above, keep scrolling.

At the Office

Microsoft 365 Empowers Your Practice

Approved by the American Bar Association for practice management, Microsoft 365 is a name you know and trust. If Clio or Smokeball shut down, where does your data go? With Microsoft 365, you own your data completely, and more importantly, the information for your case and law firm can be accessed securely at any time on any device.


Email is managed by using Microsoft Outlook/Email. SharePoint provides a dedicated inbox allowing you to efficiently and effectively manage your voluminous inbox.


Calendar is managed with Microsoft Outlook/Calendar. SharePoint provides dedicated calendars. All team members access the same shared calendar so that you never miss another meeting.


Contacts are managed by using Microsoft Lists and leveraging is a Global Contacts solution. Microsoft Lists is an extremely powerful tool. Contacts can be added to any SharePoint site by simply adding the contact information or copying over certain contact info from your Global Contacts list.


Documents are managed through the SharePoint Document Library powered by Microsoft OneDrive. This provides a shared space for your documents, which gives you the ability to collaborate on documents with your team members, as well as share documents outside of your organization.


Tasks are managed through Planner (for Team task management), as well as Microsoft To-Do (for individual task management). Never miss a deadline or a task with this intuitive, proactive system. Delegate and manage your tasks from anywhere. Manage without having to micromanage.

Check Out Misty's Federal Bar Presentation below.

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Federal Bar

This CLE will cover the foundational requirements for building a stable and secure case management system (and legal house) using the power of Microsoft 365. In this CLE, you'll learn how to innovate and create a blueprint for building your legal house, as well as develop an execution plan for moving everything under your new Microsoft 365 roof. Finally, we'll cover scaling your practice, developing workflows, and decorating your new house with powerful Microsoft 365 applications.

2 Hr. CLE Credit

Microsoft Lists for Legal Professionals

Use Microsoft Lists for tracking case documents contacts, milestones, and more. Indexing has never been better.


Empower your Team

Our Arrow365 SharePoint templates allow you to efficiently manage your practice, streamline workflows, boost efficiency, and drive productivity.


Harness the full power of Microsoft 365 and make the most of your subscription and your data. 

We offer many solutions for your team and practice.

Palm Trees Beach View

If you must work, wouldn't you rather work from anywhere?

Microsoft 365 for Case Management on YouTube

Our most popular videos below will show you the possibilities of leveraging the power of Microsoft 365 as a case management system.