The Reality

What We Hear from Law Firms

Client files scattered across email attachments, desktop folders, and filing cabinets with no central document management system
Email systems running on legacy providers with no encryption, no archiving, and no compliance — one breach away from a bar complaint
Practice management software (LEAP, Clio, MyCase) not connected to email, calendar, or document storage — double entry everywhere
Associates spending billable hours on document formatting, email sorting, and research that AI could handle in minutes
No clear IT support — when something breaks, it's whoever in the office is "good with computers"

The Solution

What We Build for Law Firms

M365 + Copilot AI

Microsoft 365 with Copilot for intelligent document drafting, email summarization, legal research assistance, and meeting notes — purpose-built for how lawyers work.

SharePoint Document Management

Organized client matter folders with version control, access permissions, and automated filing. Every document in one place, searchable, and compliant.

Security & Compliance

Encrypted email, MFA enforcement, Azure AD access controls, and data loss prevention policies that meet bar association and regulatory standards.

Practice Management Integration

Connect LEAP, Clio, or MyCase with your email, calendar, and document systems. Client data flows automatically — no double entry, no missed deadlines.

Case Study

PHY Law

A combined law firm and CPA practice running on legacy systems with disconnected tools, buried inboxes, and no AI capabilities. We deployed M365 with Copilot, organized 1,195 emails, migrated two domains, and built the foundation for a fully integrated modern practice.

Read the Full Case Study

M365

Platform with Copilot AI deployed across the firm

1,195

Emails auto-organized with smart routing rules

2

Domains migrated to modern infrastructure

AI

Copilot handling drafts, summaries, and research

Is Microsoft 365 secure enough for client-privileged data?

With proper configuration, absolutely. M365 Business Premium includes Azure AD, data loss prevention, email encryption, MFA, and compliance tools that meet ABA cybersecurity guidelines. The key word is "proper configuration" — out of the box, it's not enough. That's what we set up.

Can Copilot AI really help with legal work?

It won't replace your judgment, but it dramatically accelerates the work around it. Draft a first version of a letter in 30 seconds instead of 30 minutes. Summarize a 50-page document instantly. Pull key dates and obligations from a contract. Your associates spend less time on administrative tasks and more time on actual legal work.

We use LEAP — can you integrate it?

Yes. We build integrations between LEAP and your email, calendar, and document management systems so client information flows automatically. New matters create folders, emails file themselves, and calendar events sync with case timelines. We also work with Clio, MyCase, and other practice management platforms.

What about our existing email and files?

We migrate everything — email history, file archives, contacts, calendars. We've migrated 55,000+ emails dating back to 2007 with zero data loss. Your team gets a clean, modern system without losing anything from the old one.

What does this cost for a law firm?

It depends on firm size and scope. A solo practitioner moving to M365 with Copilot is different from a 15-attorney firm needing full SharePoint document management. Typical engagements range from $5,000-$30,000. We'll give you a clear, fixed-price proposal after the strategy session — no hourly surprises.

Ready to Modernize Your Practice?

Your clients trust you with their most sensitive matters. Make sure your technology is worthy of that trust.

Schedule a Strategy Session

Or call us directly: (336) 310-9777

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