How Solicitors Can Set Up Their Entire IT System with Microsoft 365

Setting up the right IT system for your law firm can seem like a huge job, but it doesn’t have to be. With Microsoft 365, you’ve got everything you need – secure storage, seamless communication, and powerful productivity tools all in one package.

Whether you're an independent solicitor or managing a growing firm, here’s how you can build your entire IT system using Microsoft 365.

1. Keep Everyone Connected with Microsoft Teams

Emails are great, but when you need quick decisions or a face-to-face chat, Microsoft Teams is perfect. Whether you’re discussing a case with colleagues or meeting clients online, Teams makes communication easy with video calls, instant messaging, and file sharing all in one place.

2. Store & Share Documents Securely with SharePoint & OneDrive

Forget digging through emails or desktop folders to find that one crucial document. SharePoint lets your firm set up a secure, central hub for all case files, contracts, and templates, while OneDrive gives each solicitor their own private cloud storage. Everything is backed up, accessible from anywhere, and most importantly, secure.

3. Stay on Top of Emails with Outlook

We all know how quickly a solicitor’s inbox can spiral out of control. Outlook makes it easier to manage with built-in calendars, task tracking, and decent integration with Teams and SharePoint. That means less time searching for emails and more time focusing on your clients.

4. Get the Essentials: Word, Excel & PowerPoint

Drafting contracts, managing case data, or putting together a client presentation? Microsoft 365 has you covered with Word, Excel, and PowerPoint—tools you probably already use, but with the added benefit of real-time collaboration so your team can work on documents together without confusion over versions.

5. Stay Organised with Microsoft To Do & Planner

Keeping track of multiple cases and deadlines can be overwhelming. Microsoft To Do helps individual solicitors stay on top of their own workload, while Planner allows teams to collaborate and track tasks together so no more “Who’s dealing with this?” moments.

6. Keep Client Data Safe with Built-in Security

Handling sensitive legal documents means security isn’t optional—it’s essential. Microsoft 365 includes advanced security features like multi-factor authentication and encrypted file storage, helping law firms stay compliant with GDPR and industry regulations.

7. Connect Everything with Legal Practice Management Software

Microsoft 365 integrates with most legal practice management software, so whether you’re dealing with case files, billing, or client records, everything works together seamlessly.

Like to know more?

If you want to know more about Microsoft 365 and what’s available for your law firm, message me today and I’ll book you in for a chat, either with myself or one of my team.

Richard Latimer – JamCrackers Director