Microsoft 365 for Law Firms
Secure, Compliant Cloud Productivity for Legal Practices
Your firm needs to collaborate on case files, manage client communications securely, and work from court or client offices - all while meeting strict SRA compliance requirements. Microsoft 365 delivers this, but only when properly configured for legal practices.
Not sure which tier fits your business? Book a free 20-minute consultation - we'll assess your setup and recommend the right fit. No pressure, no sales pitch.
What's Included in Microsoft 365 Business
Core Productivity
- Outlook - Professional email with 50GB+ mailbox
- Word - Document drafting and track changes
- Excel - Matter tracking and analysis
- PowerPoint - Court presentations and client pitches
Collaboration
- Teams - Client meetings, depositions, internal calls
- SharePoint - Matter management and client portals
- OneDrive - 1TB personal cloud storage per user
- Planner - Task management for cases and deadlines
Security (Business Premium)
- Intune - Mobile device management
- Defender - Advanced threat protection
- Conditional Access - Control access by location and device
- Data Loss Prevention - Prevent privileged information leaks
Ready to See Where You Stand?
Choose your starting point:
How We Configure M365 for Legal Practices
Anyone can buy Microsoft 365 licenses. The difference is in the configuration. Here's what we set up specifically for law firms:
SRA Compliance Configuration
Email encryption for privileged communications. Retention policies aligned with SRA record-keeping requirements. Audit logging for all document access. Data protection impact assessments documented.
Client Portal Setup
SharePoint configured as secure client portals. Clients access their case documents without email attachments. Expiring links, password protection, and activity monitoring standard.
Matter-Based Security
SharePoint sites structured by matter type. Permissions controlling who accesses which cases. Information barriers preventing conflicts of interest. Chinese walls enforced through technology.
Mobile Security for Court Work
Intune policies ensuring case files remain protected on mobile devices. Remote wipe if phone or laptop lost. PIN and biometric requirements. Prevent screenshots of sensitive documents.
Conditional Access Policies
Require MFA for all users. Block logins from suspicious locations. Restrict access to managed devices only. Prevent data download on personal computers or public networks.
Teams for Client Meetings
Branded meeting experience with firm logo. Lobby controls. Recording capability with transcription for depositions. Screen sharing configured to prevent accidental disclosure.
Integrations With Your Legal Software
Microsoft 365 works alongside your case management and legal practice software:
Clio
Outlook integration for time tracking, SharePoint for document management, Teams notifications for case updates, single sign-on support.
LEAP
Email integration with matter codes, OneDrive sync for document storage, Outlook add-in for precedent access and time recording.
Actionstep
Outlook integration for email filing, SharePoint document libraries, Power Automate workflows for case notifications and deadline alerts.
Practice Management
Integration with Smokeball, MyCase, PracticePanther and other systems. Document management sync, time tracking integration, client portal connections.
Our Microsoft 365 Migration Process
Discovery
Audit your current email, document management, and collaboration setup. Identify SRA compliance requirements and matter-specific security needs.
Planning
Design tenant structure around practice areas. Plan matter security model. Schedule migration to avoid critical court dates and completion deadlines.
Setup
Configure tenant with SRA-compliant policies. Set up matter-based SharePoint structure. Configure information barriers. Test before touching case data.
Migration
Move mailboxes, case files, and documents. Usually done over a weekend. Historical emails and precedents preserved with full metadata and folder structures.
Training
Fee earner training on document collaboration, client portals, and Teams. Quick reference guides. Ongoing support as the firm adjusts to new workflows.
Microsoft 365 Licensing for Law Firms
Microsoft licensing is separate from our management services. Here's what the licenses cost:
Business Basic
Web and mobile apps only
- Outlook, Word, Excel (web only)
- Teams
- SharePoint
- 1TB OneDrive
Suitable for: Reception, admin staff
Business Premium
Full desktop apps + security
- Everything in Basic, plus:
- Desktop Word, Excel, Outlook
- Intune device management
- Defender for Office 365
- Conditional Access
- Azure AD Premium P1
Suitable for: Solicitors, partners, legal executives
E3/E5
Enterprise features
- Everything in Premium, plus:
- Advanced compliance tools
- Unlimited archive mailbox
- Advanced eDiscovery
- Power BI Pro (E5)
Suitable for: Large firms, litigation-heavy practices
Our recommendation for most firms: Business Premium for solicitors and partners, Business Basic for support staff. This provides the security and desktop apps needed for legal work.
*Note: prices correct at time of writing, Microsoft reserve the right to update their licensing cost and product entitlement.
Ongoing Management Options
Migration Only
We set up and migrate you to Microsoft 365, then hand over the keys. You manage it yourself or with your existing IT provider.
One-time project fee
H-Protect Managed
Migration included, plus ongoing management as part of H-Protect. We handle user management, security monitoring, policy updates, and support.
From £55/user/month (includes M365 management + full security stack)
Co-Managed
Your IT team handles day-to-day operations. We manage the security configuration, monitor for threats, and handle complex compliance requirements.
Custom pricing based on scope
Common Questions About Microsoft 365 for Law Firms
Does Microsoft 365 meet SRA compliance requirements?
Yes, when properly configured. Microsoft 365 is ISO 27001 certified and GDPR compliant. We configure encryption, access controls, audit logging, and retention policies to meet SRA Code of Conduct requirements for data security and confidentiality.
Can we enforce Chinese walls between different practice areas?
Yes. We use information barriers, SharePoint permissions, and conditional access policies to enforce Chinese walls. This prevents conflicts of interest and ensures fee earners only access matters they're authorised to work on.
What happens to our case management system?
Your case management system stays. Microsoft 365 handles email, documents, and collaboration. We integrate the two so you get the best of both - case management for workflow, M365 for productivity and security.
How do we handle privileged communications?
We configure email encryption for external communications. Internal communications stay within your secure tenant. SharePoint replaces insecure email attachments with secure client portals. All activity is logged for audit purposes.
What about legacy matter files going back years?
We migrate historical files to SharePoint with folder structures and metadata preserved. The SRA requires 6-year retention for most documents - we configure automatic retention policies so nothing is accidentally deleted before required periods end.
Ready to Move Your Practice to Microsoft 365?
Start with a free consultation. We'll review your current setup, recommend the right licensing mix, and outline a migration plan that avoids your busy periods.
7-Day Stabilise Guarantee: Fully protected in 7 business days or your first month is free.
Microsoft Partner. Cyber Essentials certified. Serving law firms across Liverpool, Wirral, Chester, and the North West.
