Microsoft Word integration

Enjoy greater document management efficiency. Lawsyst integrates seamlessly with Microsoft Word, making it easy for law firms to stay organised, streamline operations, and manage files from a central location.  

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Upload, review, and assign files

Our Word integration gives legal professionals the power to upload Word documents to our case management software and make changes from within the system. Documents can be assigned to matters with just a few clicks, so everyone working on a case can stay fully updated on progress at all times.  

 

Record time accurately

Whether it’s drafting a letter or reviewing a contract, Lawsyst allows you to create an accurate record of the amount of billable time spent on any matter-related documentation. When time entries have been created, they can be used to create more precise client invoices and as a tool for firms to measure employee performance and identify areas for improvement. 

 

Locate specific documents

Once Word documents have been added to Lawsyst, they can be found in a matter of minutes. Our powerful search function lets lawyers search for documents using specific words or tags, with the ability to filter by author, case, client, date, or category. 

 

Enhance client communication

With Lawsyst, it’s easier than ever to communicate with clients. All Word files saved within our case management system can be shared securely, promoting transparency on matter progress and reducing turnaround time for document approval. 

 

Work from anywhere 

Enjoy all of the fantastic benefits of our Word integration, from any device. Lawsyst’s document management tool allows lawyers to upload, edit, and review key matter-related documents whether they’re in the office, working remotely, or meeting a client.  

 

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The benefits of Lawsyst's Word integration

  

Greater productivity

Combining Lawsyst and Word reduces the time legal professionals spend on routine document management tasks. With the ability to manage documents from a central system and a reduced need to switch between platforms, law firms can save valuable time and focus their efforts on what matters most: delivering outstanding outcomes for their clients.  

 

Improved collaboration

Lawsyst’s central document storage system ensures that all stakeholders always have access to up-to-date documentation. This enhances cross-firm collaboration and makes it easier for legal staff to work remotely from any device.  

 

Enhanced security

Lawsyst's robust encryption and security methods keep all client and matter information private and confidential. When using our legal document management tools, lawyers can assign permissions to key staff and withhold access from other team members, ensuring that sensitive matter documentation can only be viewed by authorised personnel.  

 

Guaranteed compliance

By providing the tools to organise and manage documents from a secure central location, our legal document management solution ensures that your firm complies with the latest legal sector and data protection requirements.  

  

 

Connect other essential business tools to our practice management system  

Lawsyst integrates with numerous platforms and systems used by legal professionals in their everyday operations, helping to save time, reduce manual tasks and boost productivity. 

 

  • Microsoft Outlook

Synchronise your calendars to keep fee earners and legal staff on top of key deadlines and crucial client appointments. With Lawsyst’s Outlook integration, you can ensure optimal case management efficiency at all times.  

 

  • Legal accounting systems

Streamline routine financial management tasks by connecting to your Xero accounting software or our MTD-ready VAT return system. Lawsyst's legal accounting integrations give you greater control over cash flow, enable accurate record-keeping, and ensure industry compliance. 

 

  • CRM systems

Simplify lead scoring, turn prospects into customers, and increase client engagement and retention. Lawsyst integrates with HubSpot, SugarCRM and Salesforce, giving you the power to manage leads, track communication history, and identify opportunities for growth from one unified platform. 

 

  • Data visualisation platforms

A better way of understanding your data. With our integrations for Power BI, Looker Studio, and Tableau you can visualise your data in real time to uncover trends, correct inefficiencies, and make better business decisions.  

 

Frequently Asked Questions
What is Lawsyst's Word integration?

Lawsyst’s Word integration allows legal professionals to save and edit legal documents directly within Microsoft Word while syncing them with their Lawsyst case management system.

How does Lawsyst integrate with Microsoft Word?

Lawsyst provides an add-in for Microsoft Word that enables users to access case files, insert pre-saved templates, and save documents directly to Lawsyst without leaving Word.

Can I access Lawsyst documents from any device with Word?

Yes, as long as you have an internet connection and are logged into your Lawsyst account, you can access your case documents from any device that supports Microsoft Word.

Can I edit Lawsyst case files directly in Word?

Yes, you can open, edit, and update case files directly in Word, and all changes will be saved back to the corresponding case file in Lawsyst.

How do I save a document to a specific matter in Lawsyst?

When saving, the Lawsyst add-in will prompt you to select the relevant case or folder, ensuring optimal organisation and keeping all matters up to date.

Does Lawsyst provide document templates within Word?

Yes, users can access and insert pre-defined legal document templates stored in Lawsyst directly from the Word add-in.

Can I use Lawsyst’s Word integration for contract drafting?

Yes. Lawsyst’s integration allows you to draft contracts, use template clauses, and ensure all documents are linked to the correct matter or client.

Does the integration support document version control?

Yes, Lawsyst automatically saves versions of your documents, so you can track changes and restore previous versions when necessary.

Is my data secure when using Lawsyst’s Word integration?

Yes, Lawsyst uses encrypted cloud storage and follows legal industry security standards to protect your documents and client data.

Can multiple users collaborate on a document within Lawsyst’s Word integration?

Yes, multiple authorised users can access and edit the same document, with changes being tracked and saved in real time.

Can I restrict access to certain documents?

Yes, administrators can set user permissions to restrict access to sensitive documents within Lawsyst.

What happens if I lose internet connectivity while editing a document?

Microsoft Word allows you to continue working offline, and once reconnected, Lawsyst will sync the document changes.

If there’s anything we haven’t covered here or you have any specific questions about your account, just let us know and we’ll be happy to answer them. If you’re not a customer yet but curious about our plans, contact us