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M365 for Legal Deployment Vision

The Journey to Teams and the M365 Suite: A tailored 4-phased approach to deploying the complete, secured Teams solution

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The time has come to envision and embrace a new culture of work. Most law firms have been increasing their workplace investments in recent years, and even more plan to increase spending in the near future. Law firms are recognizing that workplace modernization drives high-level strategic priorities such as improving customer experience, revenues, data-driven decision making, and innovation.

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Phase 1: Enable

✅ Instant Messaging/Chat in Teams, with custom retention policies for deletion
✅ Teams Modern Meetings
✅ Peer to Peer, Group Calling (VOIP)
✅ Basic Presence in Teams
✅ Teams Modern Mobile App, Win11, Mac
➖ Outlook still drives communication
➖ Lawyers still using DMS solution only, and as a standalone/disparate solution
➖ Personal file storage still limited to local devices
🚫 OneDrive and SharePoint are turned OFF - no document sharing in Teams / Office 365 due to client matter data concerns and requirements


✅ New Functionality enabled
🚫 Functionality turned off
➖ Existing Functionality

Phase 2: Empower

✅ All of Phase 1 Teams Functionality, plus
✅ DMS (agnostic) native integration into Teams
✅ Security & Compliance tools in place for data protection and governance (DLP, Ethical Walls, etc.)
✅ OneDrive & SharePoint ON for appropriate audiences, allowing real-time co-authoring, sharing, and collaboration, with non-client matter data
✅ Cloud storage liberating SharePoint and OneDrive policies with native DLP integration, plus Bring Your Own & Double Key Encryption/Retention
✅ Threaded conversations, persistent chat
✅ Modern Meeting Recordings w/ Real-time Transcription and Translation, also in 1:1 calls
➖ Outlook and Teams for communication
➖ Leverage existing telephony service side-by-side during migration

Phase 3: Differentiate

✅ Federation with select partners, clients for external chat capabilities
✅ External/guest access for real-time collaboration with clients in Teams
✅ PowerBI data visualization, dashboards and integration in Teams w/ MIP/DLP built-in
✅ O365 app integration into Teams, such as Planner, Whiteboard, etc.
✅ Power Apps, Power Automate workflows built into and flowing through Teams
✅ PSTN calling, Telephony for select users
➖ Digital and analog stations during migration to Teams
➖ Outlook for targeted communication

Phase 4: Transform

✅ Nearly all business processes are flowing through Teams
✅ Chat bots, Power Virtual Agents are enabled for modern intelligence
✅ PowerApps, Power Automate workflows with advanced third-party applications integration
✅ Client dashboards, client-focused Teams, customized channels helping to support client needs and deliver client value
✅ Business operations, financial insights and client insights flowing through Teams with PowerBI, Power Platform, and Aderant or Elite

Let's build your firm's personalized Journey:

M365 for Legal: The Backstory

We have spent time listening and seeking to understand unique challenges as it relates to cloud data privacy in the legal industry. We hear you.

  • Risk of blind subpoena prohibits the many law firms and highly regulated industries from deploying Microsoft 365 services that require client matter data to be stored in the MSFT cloud (Exchange, Teams, SPO, OneDrive for Business, etc.)
  • Law firms and Corporate Legal Departments have shared that we need to be more focused and specialized with legal-specific engagement, given that the legal industry has unique challenges, vernacular, and set of requirements vs. Prof Services
  • Deployment of Teams seems complex and costly. Legal customers consistently tell us how Teams and Microsoft 365 deployment is seemingly complex, time-consuming, and costly surrounding governance, change management, technical migration, etc.
  • COVID-19 has changed how lawyers work, engage, collaborate, and interact (from home, from various locations, with different tech)

Learn more about M365 for Legal

Microsoft 365 and Teams for Law

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Statistics source: The Total Economic Impact of Microsoft 365 Enterprise E5, a commissioned study conducted by Forrester Consulting on behalf of Microsoft, December 2020.
  • 74% of organizations reduced software license spend by switching to M365
  • 77% of organizations reported improved speed and accuracy of security audits since switching to M365
  • End users save over 50 hours per year due to the productivity improvements offered by Microsoft 365 E5.
“We used Kraft Kennedy and they made the transition [from Exchange 2010 to Office 365] very smooth. [Any] issues we had during the process – they [were] available and got the issue fixed. Kraft Kennedy is who I would recommend.” Information Technology Kansas City-based Business and Labor Law Firm
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