Microsoft 365 & Ops
Microsoft 365,
configured for a law firm.
Most law firms are on Microsoft 365 with default settings that don't meet SRA obligations and don't use a third of the productivity features they're paying for. We configure it properly, for legal.
Default M365 isn't built for a regulated firm.
Security defaults aren't enough
Microsoft 365's out-of-the-box security is a starting point, not a destination. For a law firm handling client money, sensitive personal data and privileged communications, the security posture needs to be deliberately configured — not left on defaults.
SharePoint nobody uses
SharePoint is included in M365. Most law firms have a SharePoint licence and a shared drive they stopped using three years ago. The document management capability exists — it just wasn't set up in a way that works for legal matter files.
Email policies that aren't policies
Retention, litigation hold, archiving, DLP rules for client data — email governance in a law firm has specific requirements. Default M365 email policies are not configured for a regulated professional services environment.
M365 for legal, done properly.
Security & identity
Multi-factor authentication, conditional access, privileged identity management and device compliance configured for your firm.
SharePoint document management
Matter file structure, permissions, versioning, document templates and search configured so SharePoint actually works for legal files.
Teams & communications
Teams channels and governance, meeting policies, external access and Teams Phone configured correctly.
Email governance
Retention policies, litigation hold, DLP rules, archiving and anti-phishing configured for SRA compliance.
Reporting & compliance
Compliance centre configuration, audit logs, data classification and eDiscovery setup for regulatory requirements.
Licensing & user management
Right licences for the right roles, user provisioning, offboarding workflows and guest access management done properly.
Audit. Configure. Secure. Train.
M365 audit
We assess your current M365 configuration against legal sector requirements — security, compliance, governance and productivity. Most firms find significant gaps.
Configure & secure
Security baseline, document management, email governance and compliance features configured to the right standard for a regulated firm.
Train & support
Your team trained on the configuration — SharePoint, Teams, security practices. Ongoing support for changes and new features.
SRA obligations don't pause for IT defaults.
Cybersecurity is an SRA requirement
The SRA's cybersecurity guidance requires firms to manage the risk of cybercrime — and that includes the configuration of the cloud services that hold client data and communications. Default settings are not a defence.
Client confidentiality in the cloud
Privileged communications, sensitive personal data and client financial information all pass through M365. Configuration determines who can access it, how it's protected and what happens if a device is lost.
Productivity the firm isn't using
Copilot, Power Automate, Planner, Forms and the rest of the M365 suite — most firms use Outlook and Word and nothing else. The productivity tooling is already licenced; it just isn't configured and trained.
Common questions
Before you ask — here are the honest answers.
Straight answers about how we work, what to expect and what it costs.
Still have questions? We're happy to talk through your specific situation — no pitch, no pressure.
Get Started
Get your M365
reviewed.
We'll assess your security posture, compliance configuration and unused features — and tell you what to fix.
Security
SharePoint
Email governance
Teams
Prefer to email?
hello@lawtools.ioTell us about your firm
What does your M365 look like?
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