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Microsoft Teams has become the go-to-meeting application for Las Vegas law firms. This popular platform combines meetings, workplace chat, notes, and attachments. It is included with the Microsoft Office 365 productivity suite.

Want to simplify collaboration?

Whether you run a small or large legal practice, your partners and staff must meet daily on cases and projects. And because you’re all not always in the same location, you need an efficient way to do this. Attorneys, paralegals and other firm employees have found that Microsoft Teams provides an easy way to collaborate on projects and simplify teamwork.

Edit documents, share files, exchange calendars with this team-based text chat where everyone gets together from wherever they are. Think of it as a hub that allows team members to share ideas, content and to-dos.

Want to meet face-to-face?

In the past, Teams has used Skype for Business voice or video chats so you could communicate verbally and visually with your teammates.  Now, Microsoft is doing away with Skype for Business and moving everything over to Teams so you won’t have to leave the program for face-to-face meetings.

Teams is connected to other Microsoft Office services such as Word, Excel, PowerPoint, OneNote, Planner, Power BI, and Delve. You can take advantage of cloud storage and sharing services such as SharePoint.

These are just a few ways Teams can save time each day:

  • Screen sharing can aid in training new staff members and sharing tips.
  • With virtual meetings, you can participate from anywhere.
  • It’s a fantastic tool for disseminating firm news (birthdays, parties, etc.).
  • Add notes, websites or other applications.
  • Share changes in your staff’s schedules.
  • Edit files, exchange ideas.
  • Collaborate on a project.
  • It’s great for internal collaboration or just chit-chat.
  • Communicate in 18 languages.
  • Have a private discussion.
  • Integrate email discussions.

What About The Security Risks When Using Teams?

You should never share confidential client information over Teams. Although it’s safe to use for most purposes, you wouldn’t want to take a chance. For confidential discussions about client’s cases or projects, it’s best to use a private phone line or meet face-to-face.

No Backup Or Export Options

Although Teams is very versatile, it doesn’t do everything. You wouldn’t want to use Teams to house important data. You should use your enterprise cloud-based backup that your IT provider set up for you.

Microsoft Teams has the ability to upload or exchange files, but there’s no way to export this data.  So, if you think you’ll need to refer to data that you input in Teams, make sure you have it stored in another program.

It’s Easy To Get Started

You can enable Microsoft Teams right from your Office 365 program. Simply open your Microsoft Office 365 solutions and go to Microsoft Teams. Go to “Create Team” in the bottom left corner of the screen. Name your team and enter your members’ names and email addresses. You can also add or remove team members as needed. To save time, use your Microsoft Outlook groups rather than entering individual names.

Next, select “Done” and select “Add channel” then give your channel a name. You’ll see that you already have a channel called “General.” You can add channels as needed.

Use the Settings tab to edit member permissions, customize your team picture and digital workspace with stickers, custom memes, emojis, and GIFs, and turn features on and off.

Finally, create a FirmName Team for general firm announcements.   Don’t needlessly build Teams by department or role.  If you’re not sure whether you’ll need a Team, you can always add one later.

How To Group Legal Teams

It’s best to create Teams according to your, projects, processes, workflows and practice area. If your practice areas have the same members, create one team with separate channels according to the area (Family Law, Estate Planning, etc.).

Legal Matter Management

On August 15, 2017, Epona announced that their Legal Matter Management is being Beta tested with Microsoft Teams.  They will leverage the Microsoft Teams Desktop application with the Epona tools and Matter Center, so you can work in their application and access your contacts, email, DMS SharePoint stored documents, Time & Billing solution and more.

Epona’s approach builds on the Teams desktop application by integrating the full power of SharePoint DMS, and Time & Billing, with a simple dashboard for all matter-related elements in Microsoft Teams. 

Network Heroes offers technology management, help desk services, and strategic IT consulting to law firms and legal practices across the Vegas area. Our team works hard each day helping law firms in Las Vegas to get more done with fewer resources.

Contact us to learn how we can help your law firm meet and exceed your objectives by harnessing the power of efficient technology.

 

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