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Overview
Matter Center for Office 365 offers legal-specific document management by integrating directly into SharePoint and Outlook. As open-source code, it does require developer resources to implement. This approach, however, ensures that the solution operates entirely within your secure Microsoft 365 environment, utilizing its full compliance and platform power.
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Starting Price
Custom
Matter Center For Office 365 Specifications
Case Management
Document Management
Client Management (CRM)
Workflow Automation
What Is Matter Center For Office 365?
Matter Center for Office 365 is a Document Management and Collaboration solution developed for legal professionals. It addresses the pain point of scattered files by using SharePoint to organize content. The solution features add-ins for Outlook and Office that allow users to quickly find, create, and store documents in predefined matter sites. This robust approach of Matter Center for Office 365 benefits businesses by centralizing case information and embedding legal workflows directly into the applications teams already use.
Matter Center For Office 365 Pricing
Matter Center For Office 365 Integrations
Who Is Matter Center For Office 365 For?
Matter Center for Office 365 is ideal for legal professionals and teams to manage documents and collaborate securely within Office 365.
Is Matter Center For Office 365 Right For You?
Matter Center for Office 365 is the right fit for organizations that are already standardized on the Microsoft 365 platform. Its standout advantage is its native architecture; it is not a separate application but a solution built on SharePoint and Azure that extends the functionality of Office add-ins. This niche focus benefits firms that prioritize a single, secure technology solution, allowing them to leverage the enterprise-grade security, compliance, and scalability inherent to the Microsoft cloud.
Still not sure about Matter Center for Office 365? Contact our support team at (661) 384-7070 for further guidance.
Matter Center For Office 365 Features
This feature streamlines firm operations by automating the provisioning of a new, dedicated SharePoint site collection for each client. It standardizes intake and ensures that all matter-related documents and communications are organized in a secure, segregated workspace from the beginning.
The software supports the use of matter templates based on the area of law or matter type. This capability enforces firm-wide consistency by allowing teams to define and apply standardized layouts, metadata, and document sets to new matter sites.
This solution allows firms to develop and manage a complete workflow for a matter's status, from open to close. It can also be configured to provide health indicators, offering at-a-glance visibility into case progress and automating stage-based processes.
Matter Center for Office 365 enhances the native security of Office 365 by providing an automated workflow for external sharing. It ensures that collaboration with outside counsel or clients follows a predefined approval process, thereby maintaining the security and compliance of sensitive documents.
This capability keeps legal teams synchronized through automated email notifications about updates within the matter. It also includes email links on the main project pages, making it easy to communicate directly with the team from the matter workspace.
