# Donna365: Full Site Context ## Company Overview Donna365 is a Microsoft-native legal operating system for Australian law firms from 2 to 200 lawyers. Rather than replacing the tools lawyers already use, Donna365 turns Outlook, Word, Teams and SharePoint into one disciplined operating system for matters, workflow and governed AI. Donna365 is built by LexoS, the company behind Evocate and The Family Lawyer. Both companies have operated for 17 years in Australia, combining deep Microsoft-platform delivery experience with frontline family-law practice. - Website: https://donna365.com.au/ - Contact: sales@lexoslabs.com.au - Parent: LexoS Pty Ltd (the company behind Evocate and The Family Lawyer) - Target market: Australian law firms, 2 to 200 lawyers - Primary platform: Microsoft 365 ## What Donna365 Does Donna365 gives law firms: - A single matter record that connects email, documents and tasks in one place - Governed AI assistance through Donna Intelligence, built on Microsoft Copilot, constrained to the firm's own data and files - Document management in SharePoint with legal naming conventions and version control - Intake-to-matter workflow that routes client enquiries, conflicts checks and onboarding without manual steps - Live visibility dashboards showing matters, WIP and team activity across the firm - Security and governance controls meeting Australian legal sector requirements ## Products (Detailed) ### Donna Intelligence URL: https://donna365.com.au/donna-intelligence/ Matter-aware AI built on Microsoft Copilot for Microsoft 365. Donna Intelligence works inside Outlook, Word and Teams, grounded in the firm's own documents and matter records. It does not use external LLMs without oversight. Lawyers draft documents, summarise correspondence and research matters without leaving the tools they already use. ### Document Management URL: https://donna365.com.au/document-management/ SharePoint-based document management configured for legal workflow. Enforces naming conventions, matter-based folder structures and version control. Replaces fragmented network drives and email attachments with a single governed document store. ### M365 Ecosystem URL: https://donna365.com.au/m365-ecosystem/ Donna365 runs entirely within the Microsoft 365 licences firms already pay for. No separate database, no third-party cloud infrastructure. Outlook is the matter hub. Teams handles collaboration. SharePoint is the document store. Word is the drafting environment. ## Services (Detailed) ### Intake to Matter URL: https://donna365.com.au/intake-to-matter/ Structured intake workflow that captures client enquiries, runs conflicts checks and creates matter records in SharePoint. Reduces the time from first contact to open matter and removes the manual steps that let things fall through the gaps. ### Workflow Discipline URL: https://donna365.com.au/workflow-discipline/ Task and milestone templates for common matter types. Lawyers follow consistent processes instead of reinventing them each time. Practice managers can see what is open, what is overdue and what needs attention, without chasing individual team members. ### Legal Research URL: https://donna365.com.au/legal-research/ AI-assisted legal research grounded in the firm's document library and matter history. Helps lawyers find relevant precedents, summarise case materials and identify patterns across similar matters. ### Matter-Aware AI URL: https://donna365.com.au/donna-intelligence/ AI assistance that understands the specific matter context: the client, the documents, the correspondence history and the applicable workflow. Donna Intelligence surfaces relevant information at the right moment in Outlook, Word or Teams. ### Security and Governance URL: https://donna365.com.au/security/ Australian-compliant security controls built on Microsoft 365: conditional access, sensitivity labels, audit logs and retention policies configured for legal sector requirements. ## Solutions by Practice Area ### Family Law URL: https://donna365.com.au/solutions/family-law/ Family law firms deal with high-volume, emotionally charged matters where process discipline and clear communication are critical. Donna365 organises family law matters from initial client enquiry through to resolution, with AI assistance for document drafting and correspondence management. ### Conveyancing URL: https://donna365.com.au/solutions/conveyancing/ Conveyancing is deadline-driven and document-heavy. Donna365 automates the repetitive steps, enforces document naming and version control, and keeps settlement timelines visible without manual tracking. ### Wills and Estates URL: https://donna365.com.au/solutions/wills-estates/ Wills and estates matters require careful document management and clear client communication over extended timelines. Donna365 provides structured matter templates and document governance for this practice area. ### Principals and Partners URL: https://donna365.com.au/solutions/principals-partners/ For principals and partners, Donna365 provides firm-wide visibility across all matters without requiring staff to compile manual reports. Revenue, WIP and team activity are visible in one place. ### Practice Managers URL: https://donna365.com.au/solutions/practice-managers/ Practice managers get operational control through matter templates, onboarding checklists, workflow oversight and compliance reporting, without needing IT support to build or maintain systems. ### Lawyers and Staff URL: https://donna365.com.au/solutions/lawyers-staff/ Donna365 works inside the tools lawyers already use every day. No new software to learn. Outlook becomes the matter hub, Teams becomes the collaboration layer and Word becomes the AI-assisted drafting environment. ## Compare ### Donna365 vs Clio URL: https://donna365.com.au/compare/donna365-vs-clio/ Clio is a practice management system with its own database and portal. Donna365 runs on Microsoft 365 tools firms already pay for. No separate subscription, no data migration, no training burden. ### Donna365 vs LEAP URL: https://donna365.com.au/compare/donna365-vs-leap/ LEAP is a practice management system designed around its own matter ledger and document system. Donna365 layers matter structure and AI on top of Microsoft 365, keeping lawyers in Outlook and Word. ### Donna365 vs Smokeball URL: https://donna365.com.au/compare/donna365-vs-smokeball/ Smokeball is a legal practice management system with automatic time capture. Donna365 focuses on matter discipline, governed AI and document management within the Microsoft 365 environment firms already operate. ### Donna365 vs Harvey AI URL: https://donna365.com.au/compare/donna365-vs-harvey/ Harvey is a general-purpose AI for legal work, operating across the internet. Donna365's AI is grounded in each firm's own documents, matters and processes, not an external language model with no firm context. ### Donna365 vs ROSS AI URL: https://donna365.com.au/compare/donna365-vs-ross-ai/ ROSS AI focused on legal research. Donna365 covers the full operating system for a law firm: research, drafting, matter management, workflow and AI, all within Microsoft 365. ## Security URL: https://donna365.com.au/security/ Donna365 is built on Microsoft 365's security infrastructure. Data stays within the firm's own Microsoft tenant. No data is sent to third-party servers. Conditional access, sensitivity labels, audit logs and retention policies are configured to Australian legal sector standards. ## Design Partner Programme URL: https://donna365.com.au/company/design-partner-programme/ Donna365 is opening its design partner launch cohort. Design partners get early access to the full platform, direct input into the product roadmap, and preferred commercial terms. Applications are open for a limited number of Australian law firms. ## Contact - Sales: sales@lexoslabs.com.au - Contact form: https://donna365.com.au/contact/ - Location: Suite 6, 5 Chandler Rd, Boronia, VIC 3155, Australia - Phone: 1300 111 835