QUESTIONS TO ASK YOURSELF
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.
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.
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.
Beem & Isley | Denver, CO
"Misty, I took your Masterclass and loved it! I wish I had taken it 6 months ago." I am recommending the masterclass to everyone! If you are with a law firm - check out this class! Don't wait! It's SO useful!"
"Misty is very thorough, touching on every aspect of what you need to know."
Attorney | Solo practitioner
"Misty can show you how to utilize Microsoft 365 to the fullest, or even do a custom build."
"We love everything about our new Office 365 case management system. The one-on-one personalized, hands-on training was the best! Our office looked at six different case management systems, but nothing compared to the power and affordability of Office 365. Misty is a Paralegal who understands what law firms want. Her wealth of knowledge helped us build an outstanding platform that we actually use. We recommend it to everyone. Don’t hesitate!"
Foster paralegal services
"I'd recommend reaching out to Misty if you want to use Microsoft 365 for case management. She's an expert."
The masterclass on Office 365 is very much worth the price. I'm a long-time GSuite user, and I had no idea that Office 365 had all of these features. I really didn't understand what Sharepoint, Teams, etc did, and I thought they were tools that only larger businesses used. The way Misty has set up 365 for law firms is brilliant. It's so streamlined and useful.
Litigation Paralegal, Founder & CEO of Arrow Consultants, LLC
Creator of the Microsoft 365 Case Management System
I spent over 20 years in the legal industry struggling with the same issues that brought you here - managing my time, managing the cases, managing the clients, and managing my team. I spent countless hours adapting to new case management systems, learning how to operate new document management systems, and everything in between. None of it worked!
After two decades, I said: ENOUGH! I was no longer willing to adapt to the needs of the system. It was time the systems started adapting to the needs of my team, my cases, my workload, and most importantly, my budget.
While searching for a better solution, I had to tear down the house and rebuild the foundation. It was imperative that I rebuild with solutions that would allow me to eliminate administrative processes eating up my time and not making me any money. I needed a system that would allow me to return to my zone of genius and handle the following:
Email Management (digitally storing and distributing emails)
File Attachment Management (digitally managing email attachments)
Document Management (file share repositories (document library) available online/offline)
Calendar Management (tracking the calendar, docket, deadlines, appearances, etc.)
Contacts Management (digitally manage and share contacts and distribution groups)
Task Management (delegate, manage, and track case tasks and assignments)
The solution was at my fingertips, the answer was Microsoft 365, and the cost was $14 per month.