Unlocking the Power of Microsoft365 for In-House Legal Teams

Small to mid-sized in-house legal teams often face the challenge of balancing limited resources with increasing demands for efficiency and innovation. While niche legal technologies can offer specialised solutions, they can also come with hefty price tags and contribute to change fatigue as teams juggle multiple tools and often wind up developing workarounds that negate some of the purported benefits. This presentation will highlight how Microsoft 365, a surprisingly underutilized powerhouse for legal teams, can streamline processes, improve automation and manage matters effectively. Using a recent case study, attendees
will deep-dive into how an in-house legal team successfully modernised its contract approvals process using Microsoft 365.5 - 6.

The steps your session will cover

• Practical advice on the Microsoft tools used to solve Contract Management, Matter Management, and Document Management problems.
• The practical application of utilizing what’s already in your toolkit; Power Apps, Power Automate, Microsoft Lists & SharePoint.
• Ways to elevate your in-house teams’ digital capabilities to transform your business and ways of working.
• How Microsoft 365 will provide value that extends beyond the legal department.
• Case Study: detailing the journey to develop the solution, the business challenges, and where value was achieved.

3 Key Learnings

1. How to leverage Microsoft 365 to effectively manage limited resources and budget constraints whilst meeting growing demands for efficiency and innovation within internal teams.
2. Empowering attendees with a framework and practical advice on the suite of Microsoft tools that can be used to solve Contract Management, Matter Management, and Document Management problems.
3. How to ensure the value of Microsoft 365 extends beyond the legal team reducing and enhances collaboration across departments, and scalability throughout the organization.

About Nam

Nam Truong leads the Legal Operations and Technology practice at Law Squared, a team that is dedicated to helping in-house legal teams elevate their legal ops and technology capabilities. Nam brings experience in Human Centred Design, Product Management, Process Optimisation, and Change Management and holds a Global Executive MBA from Monash Business School.

With a focus on innovation and efficiency, Nam works closely with in-house legal teams to transform their operations, empowering them to achieve peak performance whilst optimising their tech investments. By harnessing the full potential of existing tools like Microsoft and Salesforce, he enables legal teams to optimise workflows, enhance collaboration, and drive data-driven insights.

Through his leadership, Nam has helped some of the largest in-house teams deliver Matter Management, Contracts Management, and Reporting and Dashboard solutions to streamline processes, automate routine tasks, and improve cross-functional alignment, all while keeping costs down.