At the very least, many Legal Tech companies will integrate with Microsoft Outlook, or Word depending on the type of program. However, increasingly, we are seeing deep integrations with products like Teams, OneDrive, and Sharepoint. Clio Manage , for example, will start a new Team for you when you create a new matter. Although alternative products are introduced seemingly daily, MS Word is still the industry standard for creating, manipulating, editing, sharing, and most importantly red-lining documents.
And Microsoft knows this. Through Office , they have created a way to charge slightly more than what Word would be on its own, and give you access to many of these tools.
There is little reason other than personal preference to use alternative products for your basic tech stack. Keep in mind, however, that Google is doing this, too. So, this may not be the case for too much longer. Lawyers, like many other professionals, should take the time to understand the common features of Microsoft Office. Below are descriptions of common uses of MS Office applications and how they connect with each other.
This is the work-horse of the Office suite—at least for lawyers. Word is a processing, editing, publishing, and reviewing platform that is by far the industry standard. Lawyers should be using this to red-line documents, create standard files from templates, and automate files that are reused frequently. They should understand what meta-data is being stored, how to use version control and document compare , and how to use Quick Styles to make their document formatting easier.
For more on utilizing Word, head to our MS Word resource page. Outlook can be confusing sometimes, especially since the desktop version can serve up any email account you load into it. And, depending on what features you need, it may not be time to shift to the cloud-based program just yet. But if you want more seamless integration with other Office programs, you may want to start heading that way. Many of the Outlook features that lawyers need relate to calendaring and managing time.
Lawyers using Microsoft Office should be utilizing the robust calendaring features, the ability to incorporate email into tasks, and the templated response features available. Other than scheduling, however, attorneys should also be using Outlook to make their communications more secure. A modern law office must store its documents somewhere other than in a physical file cabinet.
A remote office needs to do it somewhere in the cloud. Microsoft Office offers two options for lawyers looking to store their data, and, depending on your set-up, either one could be right for you. OneDrive is like personal storage in the Cloud. Although it can be used as an office network drive, that is not its best and highest use.
Lawyers and law firms would use this instead of on-premises office network storage. Here, you can store common files that can be shared with the entire office with ease or you can limit access as necessary.
This storage location integrates directly with the Planner app, Teams, and Office to help you manage your information broadly. One of the most underused applications in the Office suite is the Planner app. Read more about Project Management for Lawyers.
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Print Terms and Conditions. With this guide, learn to use OneNote in your law practice to save time and increase productivity. Click here for more information about LexisNexis eBooks. Microsoft OneNote in One Hour for Lawyers will explain, in plain English, how to get started with the software, develop best practices, and become far more effective in your note-taking and research.
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