M365 for Legal Deployment Vision

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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.

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

Key:

✅ 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: