Last Updated on March 23, 2026 Sarah Gayda
Legal teams have widely adopted Microsoft 365—but many are still struggling to make it work as a true document management system. Low adoption, poor email filing, and overly complex legacy platforms like iManage and NetDocuments continue to create friction.
At the same time, there’s a growing shift: legal teams want simpler, more flexible solutions that keep their data within their own Microsoft 365 tenant—while unlocking the full value of tools like Copilot.
In this webinar, we’ll share what we’re hearing from legal teams on the ground—including insights from Legalweek—and walk through how organizations are rethinking their approach.
You’ll learn:
- Why traditional DMS adoption remains a challenge—especially when it comes to email management
- How legal teams are using SharePoint to simplify document management—while keeping data securely in their M365 tenant
- Best practices for structuring matters, metadata, and search
- How to enable lawyers to work seamlessly from Outlook
- Why having your content in M365 is critical for maximizing Copilot, eDiscovery, and AI-driven workflows
- What a modern, user-friendly legal DMS experience looks like in M365
Whether you’re evaluating a move, in the middle of a migration, or trying to improve what you already have, this session will give you practical guidance you can apply right away.