Legal Case Document Manager for Microsoft 365
Streamline your Legal Document Management Workflows using our unique SharePortal’s platform and the power and security of Microsoft 365.
Manage your documents in Microsoft 365
Client and Case Document Manager
Use SharePortals to manage all your client- and case-related documents, communications and other interactions. Create and edit Microsoft Office 365 documents from blank or your own templates. Edit Office documents online and co-auther with colleagues. Never lose your work again.
Manage case documents and their progress through stages. Automate your critical business workflows.
Book a Free DMS Design Consultation
Need help designing your Solution?
If you have always been using Excel spreadsheets and simple folder structures to manage your customers and documents then it can be a significant challenge to design an effective CRM or Document Management system.
Our friendly consultants are here to help translate your unique business processes and ambitions for the future into a well-designed and effective CRM solution that will meet the needs of today and tomorrow.
Get in touch for a no obligation conversation!
Team Collaboration and Co-Working
Collaborate with Team Members
Centralise emails and documents sent to any member of your team, without accessing their personal mail boxes. Quickly create and assign tasks to colleagues. Create and collectively edit Microsoft Office documents.
Microsoft Outlook Integration
Work from within Microsoft Outlook
Work within your Microsoft’s Outlook application on Windows, MacOS or the Web and save important emails and attachments to your Microsoft 365 service, using only a few mouse clicks.
Retrieve existing information, such as emails, attachments, tasks, call logs and notes relating to a Contact or related record.
The SharePortals Outlook Add-In can be installed from within the Microsoft Outlook ‘Get Add-ins’ feature.
