Microsoft 365 Ecosystem
Overview
Legal intelligence embedded in the tools lawyers already use.
Donna365 brings matter awareness, document intelligence and workflow support into Outlook, Word, SharePoint and Teams, with no new apps to learn and no context switching.
How it works
Outlook
Stay on top of every client communication.
- Email summaries: Summarise long client or solicitor correspondence threads
- Attachment capture: Save emails and attachments to the correct matter
- Draft responses: Prepare professional draft responses for lawyer review
- Communication tracking: Identify clients who have not been updated or emails requiring response
In practice
Word
Draft, review and refine legal work product.
- Drafting assistance: Generate and refine letters, memos, summaries and legal work product
- Precedent use: Draft from approved firm templates and clauses
- Review support: Summarise, compare and improve documents
- Version control: Support document discipline and controlled drafting workflows
What you get
SharePoint
Governed matter document storage.
- Matter storage: Store matter documents in structured, permissioned locations
- Document intelligence: Search, summarise and classify matter material
- File governance: Align document access with firm security and retention settings
Why it matters
Teams & Power Platform
Connect, automate and report across the firm.
- Team collaboration: Matter updates, alerts and task coordination
- Dashboards: Leadership, lawyer and matter dashboards
- Workflow automation: Intake, review, approval, notification and reporting flows
- Integration layer: Connect practice data, documents and operational signals
Where it fits
Mobile Access
Work securely from anywhere.
Donna365 mobile brings matter visibility, task management and document access to iOS and Android, with the same security and governance as the desktop experience.
Donna365 lives inside Microsoft 365. Your team uses the same tools, with legal intelligence built in.
Contact
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.
