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Managing Client & Case Data with Microsoft Lists

Updated: Aug 21, 2023

Are you tired of spending hours sifting through multiple spreadsheets, emails, and documents to find the information you need for a case? Are you looking for a more efficient way to manage client and case data?

Look no further than Microsoft Lists, a powerful tool that allows legal professionals to easily organize and track case data, documents, and communications in one central location. Even better, when you combine Microsoft Lists with OneDrive and Power Automate, you can automate the indexing process.

With Microsoft Lists, you can create custom lists for each client or case, including client information, transaction records, pleadings, medical records & requests, depositions, liens, and more. You can also add columns to track contacts, important dates and deadlines, case and client data, delegate tasks, and collaborate with your team in real-time.

But how can you take advantage of all that Microsoft Lists has to offer? That's where my new Microsoft 365 mini-course comes in: "Tracking Case Data with Microsoft Lists." In this course, you'll learn how to:

Tracking Case Data with Microsoft Lists
Microsoft 365 Mini-Course: Tracking Case Data with Microsoft Lists
  • Create custom lists to organize and track client and case data

  • Format columns to track important dates, deadlines, data, and tasks

  • Manage contacts and associate contacts with SharePoint sites

  • Import and Export data into and from Microsoft Lists

  • Collaborate and share data with team members in real-time

  • And much more! Check out the self-paced mini-course curriculum below.

Plus, with early-bird pricing available now for just $95, there's never been a better time to enroll in this course and start streamlining your client and case management with Microsoft Lists.

Don't just take our word for it. Legal professionals across the industry are already seeing the benefits of using Microsoft Lists. One law firm reported saving over 20 hours per month on case management tasks after implementing Lists into their workflow.

So what are you waiting for? Enroll in our mini-course now and start experiencing the benefits of Microsoft Lists for yourself. With our step-by-step tutorials and expert guidance, you'll be up and running in no time.

Streamline your case management, increase your productivity, and take your legal practice to the next level with Microsoft Lists.


Misty Murray, Author

Owner | CEO

Arrow Consultants, LLC


Self-Paced Mini-Course Curriculum


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