Features
Everything Donna365 does to run the operating layer of a modern Australian law firm, inside the Microsoft 365 tools your team already uses.
One legal operating system, built into the work.
Matter workflow, document intelligence, persistent AI assistance and live firm health move as one system. Each capability is grounded in the matter file and runs inside Microsoft 365, so your team does the work in the tools they already open every day.
Donna365 Intelligence
The intelligence layer that reads the matter, surfaces risk, recommends the next action and assists with drafting. It works from the matter file, firm knowledge and approved sources, so every answer is grounded and traceable.
- Matter summaries and risk alerts
- Recommended next steps
- Source-grounded AI assistance
- Drafting and document review support
Matter Workspace
A structured workspace for every matter. The file position, client details, key dates, documents, emails, tasks, billing signals and AI recommendations sit together in one place, so nobody reconstructs the matter from memory.
- Matter banner, stage flow and key dates
- Tasks prioritised by due date and risk
- WIP, invoices, trust and billing readiness
- AI summary and next actions panel
Document Management
Organise, review and extract insight from documents, then draft letters, memos and summaries from the matter file. Sources stay visible and a lawyer reviews and approves before anything leaves the firm.
- Document summaries and review tables
- Missing information and disclosure alerts
- AI drafting with lawyer review and approval
- Audit trail for all activity
Microsoft 365 Ecosystem
Legal intelligence embedded directly into Outlook, Word, SharePoint and Teams. Matter awareness, document intelligence and firm health appear in the tools your team already uses, with no separate app to learn.
- Outlook add-in for matter-aware email
- Word add-in for drafting and review
- SharePoint governance and file management
- Teams visibility and notifications
Firm Health Engine
Visibility for firm leaders across matters, people, deadlines, billing signals and risk. The picture is live, drawn from the work itself, so leaders stop relying on manual reports and fragmented updates.
- Matters at risk and overdue tasks
- Workload and lawyer capacity
- Billing, WIP and trust positions
- Court dates and critical deadlines
Auditable by Default
Every Donna action records the prompt, the source, the output, the reviewer and the timestamp. That trail sits inside the matter, so governance and compliance review have a clear record rather than a reconstruction.
- Prompt, source and output recorded together
- Reviewer and timestamp on every action
- Matter-scoped audit trail
- Supports governance and compliance review
Intake to Matter
The same disciplined intake by any staff member, every time. Practice-pack forms, automated conflict checks, KYC and AML/CTF capture and a Donna-drafted costs disclosure turn a 40-minute back-and-forth into a 12-minute confirmation.
- Practice-pack intake forms
- Automated conflict check across prior matters
- KYC and AML/CTF capture
- Donna-drafted costs disclosure
Workflow Discipline
Stages, owners and deadlines on every matter, surfaced in Teams and Outlook where your team already works. The system carries the process, so the firm stops depending on one principal walking the floor every Monday.
- Stage-based matter workflows
- Owners and deadlines on every task
- Surfaced in Teams and Outlook
- Outstanding-item tracking
Legal Research & Case Intelligence
Source-grounded research support, case overviews and strategy prompts inside the same operating system as the file. Not a separate research tab, a persistent Donna AI that understands the matter and keeps the lawyer in control.
- Source-grounded legal research
- Case and issue overviews
- Strategy and argument prompts for review
- Permissioned firm-knowledge retrieval
Separate capabilities, one operating rhythm.
These are not separate tools bolted together. They share the same matter context, the same permissions and the same audit trail, so work moves from intake to outcome without leaving the firm's Microsoft 365 environment.
One matter context
Every capability reads from the same matter file, so the intelligence, the documents and the firm health view always agree.
Lawyer in control
AI assists and recommends, lawyers review and approve. Oversight and traceability are part of how the work runs.
Inside Microsoft 365
Built on the security, governance and tools your firm already runs, so data and habits stay where they already live.
Every capability is built on Microsoft 365 and designed for Australian legal practice.
Book a discussion and demo.
Bring one real workflow and we will show how Donna365 can support matter work, governed AI, reporting and rollout inside Microsoft 365.
- See the product flow, not a generic slide deck.
- Talk through your firm size, practice area and current bottleneck.
- Discuss design-partner fit, rollout path and next steps.
