Watch our 8-part Masterclass Series that explores how lawyers can use Microsoft technology to stay ahead of the curve, transform their practice and drive positive change all with existing Microsoft software and tools.
Microsoft Technology is the most ubiquitous tech used by overwhelming majority of businesses. In particular, lawyers live and breathe in using Outlook as the means of communicating, and Word as a means of documenting correspondence and contracts.
In this 7th session, we will run through scenarios for how legal service providers can use Dynamics to better serve their clients and manage their customers/suppliers/vendors.
Session 1 – De-mystifying Microsoft’s productivity tools – how lawyers can make best use of Office 365 apps
Session 2 – Automation tools – how to automate approvals and notifications
Session 3 – Chatbots – how conversational bots can help with legal triage management and self-service
Session 4 – Document processing and AI – use cases for external law firm management and contract review
Session 5 – Matter and Email Management – integrated solutions for combining email management with Matter Management
Session 6 – Contract and document management – integrated solutions for combining document management with Contract Lifecycle Management (CLM)
Session 7 (August 16) – Dynamics for Legal Service Providers – How Dynamics can help you market your services, nurture potential clients, and bring new clients to your legal practice
Session 8 (August 30) – Case Management – A case study from a Community Legal Center’s practice management system