The power of Office 365 for law firms

The power of Office 365 for law firms

Legal professionals are usually busy taking care of loads of documents and client data. Lawyers often have to sift through a mountain of data every day, while also keeping up with a hectic schedule. Why should they waste their time managing all that data manually when there are document management suites available?

If you want your staff to focus more on the tasks that make your law firm money, migrating to the cloud may just be what you need. Here’s how Microsoft Office 365 can boost your law firm’s efficiency.


With Office 365, you can easily work on documents no matter where you are. All you need is an internet-connected device, and you can access the most updated copies of important documents. You can even access these files on multiple devices because its license allows Office 365 to be downloaded to up to five devices at a time.

Accidentally deleting a part of the document you’re working on shouldn’t be a problem anymore. You can simply access the cloud and recover its previous version. Also, if you break or lose the device you’re working on, you can continue working on another internet-connected device.


Office 365’s functionality can help your law firm finish work more quickly and effectively with its variety of products.

  • Document management – Office 365 provides more than sufficient storage for all your online content, whether in the form of Outlook email content, Word documents, spreadsheets, and more.

    Several Office 365 products such as SharePoint, Exchange, and OneDrive can help you centralize your legal template management and monitor confidential client data. What’s more, SharePoint allows content sharing, version control, and full records management. SharePoint caters to law firms with its metadata model, which conducts more accurate enterprise searches and in-depth legal analyses.

  • Collaboration – Office 365 products also boost collaboration with products like Yammer and Microsoft Teams that allow several employees to create, edit, and share documents simultaneously. All the changes are immediately incorporated into the master version, so you’re sure you have the most up-to-date version of the document.

    Office 365 also allows sharing of documents with people outside your firm, such as clients or trial lawyers. You’ll still maintain control over document access, so you’ll have to authorize the people who can make changes to your files.

    Other products include Microsoft Flow, which helps your firm build better workflows and automate tasks, while Skype for Business allows you to meet multiple team members from different parts of the globe without costly business trips. Talk about infinite functionality!


Because law firms manage critical client data such as financial records and personal information, they must take extra measures to keep these documents secure. Microsoft offers enterprise-grade data security to users, which is great for small- to medium-sized businesses (SMBs) who can’t afford the same level of protection that an in-house server affords.

Office 365’s key security features are email encryption, encryption of both data at rest and in transit, multifactor authentication (MFA), 24/7 threat management, and security monitoring. They even monitor, update, and patch built-in antivirus and anti-spam functions regularly.

Does your Toronto law firm need a foolproof all-in-one collaboration, data management, planning, and productivity tool? Contact Vertex now for a seamless Office 365 migration.

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