Document management made simple for legal teams
Matter information from Dynamics 365 together with a secure SharePoint document management system. Every matter and client has its own folder, access follows your Dynamics 365 security, and you can reply to emails without leaving the DMS.
Pick up where you left off
The DMS home page shows your open matters, documents added this week and the files and emails you used most recently, then lists matters grouped by practice area.
- My matters and all matters, with status, practice area and client filters
- Table, card and board views, plus full-screen mode
- Recent Word documents, PDFs and filed emails one click away
Designed for everyday legal work
Find documents quickly
Search by matter number, title or client, or across document names and content. Filter by status, practice area and client.
Work in connected matter folders
Open a matter to access its folders, details and activity history. Client documents, emails and files stay organized in the right place.
Read and reply to emails
Preview filed emails and their attachments beside the file list, follow correspondence in order, and reply directly from the DMS.
Maintain a complete document history
Every change is kept as a version. Open or download earlier copies and compare them with the current document.
Upload and organize with less effort
Drop files onto the list. The DMS reads each file and suggests type and confidentiality, while staff keep control of the final tags.
Create documents from legal templates
Matter and client templates fill in key details automatically, then open in Word Online to review and complete.
Keep client information close at hand
The Clients page gives a dedicated view of client-level papers, including KYC documents. Search and filter organizations or individuals by name or client number, then open the client folder. Matter folders connect with Dynamics 365, SharePoint, Outlook, timers and the client and staff portals, so documents stay connected throughout the matter lifecycle.
From first contact to final invoice, on one platform
Practice Management connects every step. Explore the rest of the flow.
See d365Legal with your own matters
Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.