Last Updated
Overview
Passport Office Companion streamlines legal operations by embedding matter and invoice management directly into Microsoft Office. Its seamless integration reduces workflow friction and enhances productivity. While support responsiveness may vary across scenarios, its strong compliance alignment and intuitive design make it a reliable choice for corporate legal teams.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Passport Office Companion Specifications
- Document management
- Billing & invoicing
- Case Management
- Client Management (CRM)
What Is Passport Office Companion?
Passport Office Companion is a Microsoft Office integrated module of Wolters Kluwer’s cloud-enabled Passport Enterprise Legal Management platform. Designed for corporate legal and claims departments, it allows users to manage legal workflows without leaving familiar Office applications. The software offers features such as matter management, invoice review, document capture, and email integration.
By embedding legal spend and matter tasks directly within Outlook and Word, Passport Office Companion streamlines operations, reduces context switching, and enhances team productivity for legal professionals managing high volumes of documents and invoices.
Passport Office Companion Pricing
Disclaimer: The pricing is subject to change.
Passport Office Companion Integrations
Passport Office Companion integrates with the following third-party software, such as:
- Salesforce engage software
- Adobe Sign
- Microsoft SharePoint
- Box
- Dynamics 365
- SAP
- DocuSign
Who Is Passport Office Companion For?
Passport Office Companion software serves a wide range of industries and sectors, including:
- Legal services
- Corporate legal departments
- Insurance and claims management
- Financial services
- Government and public sector
- Energy and utilities
- Healthcare and pharmaceuticals
Is Passport Office Companion Right For You?
Are you looking to reclaim time lost to system-switching and strengthen your legal workflow compliance? The solution does just that: it embeds legal and spend management directly inside Microsoft Office applications. It addresses the challenge of scattered matter data and the pain of invoice bottlenecks. According to the vendor, the software supports adherence to evolving regulatory obligations and compliance frameworks.
Still not sure if Passport Office Companion is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Passport Office Companion Features
Matter Management
This feature allows users to access and manage matter details directly within Microsoft Office applications. It centralizes documents, emails, contacts, and tasks related to each matter, enabling legal teams to maintain consistency and reduce time spent switching between platforms for case-related work.
Invoice Review And Approval
With this capability, users can review, adjust, approve, or reject legal invoices right from Outlook. It simplifies spend management by providing transparency into billing details and reduces administrative overhead through in-context invoice processing within familiar Office tools.
Document Check-In And Check-Out
Passport Office Companion features seamless document management through check-in and check-out controls within Word and Excel. This ensures version accuracy, prevents data loss, and allows multiple users to collaborate on legal documents while maintaining proper audit trails and compliance.
invoice support
Passport Office Companion features robust multi-currency handling for international legal operations. It allows users to view and reconcile invoices in different currencies while maintaining financial accuracy, making it ideal for global organizations managing diverse billing sources and complex legal spend reporting.
Pros And Cons of Passport Office Companion
Pros
Enhances legal team productivity and collaboration
Reduces time spent switching between applications
Improves accuracy in document version control
Cons
Documentation gaps may hinder user workflows
Support gaps can slow down problem resolution
Passport Office Companion Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
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1
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Share your experience
Mid Market, 51-100 employees
“An adaptive legal workflow companion”
Pros
Working in this software feels natural cause it fits smoothly into Microsoft Office, so the whole workspace is already familiar when managing legal workflows. That integration makes the platform very user-friendly and helps teams collaborate efficiently inside the widely used Microsoft Office environment, thatt really sets it apart from other options. There is no need to learn a completely new system since the work setting already feels familiar. I'd describe it as simple, flexible, adaptive and genuinely transformative.
Cons
The one thing I dont like about it is the cost.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does Passport Office Companion offer?
Passport Office Companion provides support via email and contact form.
What language does Passport Office Companion support?
Passport Office Companion supports the English language.
Does Passport Office Companion have a mobile app?
No, Passport Office Companion does not have a mobile app.
Does Passport Office Companion offer an API?
Yes, Passport Office Companion provides API access.
What types of pricing plans does Passport Office Companion offer?
Passport Office Companion pricing is fully customized. Request a custom Passport Office Companion price quotation.
Who are the typical users of Passport Office Companion?
Passport Office Companion serves diverse sectors, including legal services, corporate legal departments, insurance and claims management, financial services, government and public sector, energy and utilities, and healthcare and pharmaceuticals.
What other apps does Passport Office Companion integrate with?
Passport Office Companion integrates seamlessly with third-party platforms such as Salesforce, Adobe Sign, SharePoint, Box, Dynamics 365, SAP, and DocuSign.