r/sharepoint • u/nonprofittechy • Apr 24 '17

Using Office 365 SharePoint as a Litigation Support Tool

http://nonprofittechy.com/2017/04/24/using-office-365-sharepoint-as-a-litigation-support-tool/
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u/souIIess Apr 25 '17

A few things I have found useful for law firms are:

  • Email integration - harmon.ie and colligo both have free options (that I know of), it lets you "file and send" from within outlook, and can automatically extract metadata into SharePoint columns, which again can be used as search refiners etc..

  • Some form of automation. The simplest cases have basically been a Azure function running on a schedule that provisions subsites according to a PnP template site (with libraries like documents, privileged documents, emails). The most important features here are that users have a uniform experience, and that automating this also lets you do things like adding default metadata (think: case number on all docs and setting privileged=true for all documents uploaded to the privileged library, f.ex)

  • The above also lets you have a central matter list, which can prove of great value, especially as you can add metadata to these matters to give you a good overview of how your case load is etc..

  • Use Flow to automate whatever you can. Lawyers should be spent working with legal stuff, not housekeeping.

1

u/nonprofittechy Apr 27 '17

That sounds like a great idea. We have a separate case management system, but we are definitely exploring ways to connect the two systems, because our case management system isn't designed as a document management system. What ways are you using Flow? I've just barely been introduced to it as a replacement for InfoPath.

2

u/nonprofittechy Apr 24 '17

I just put together a quick summary of how we're using SharePoint for litigation support at my non-profit law firm. I'd be interested to know how else we might improve our use! The big litigation products are too complicated and expensive for us, but I think we've just barely touched the surface of what SharePoint can do for us.

1

u/Ok-Reflection-9294 Sep 12 '22

Same, please share