Legal Files Software, Inc. is part of the Microsoft Developer Network®, the quintessential organization for developers who wish to stay current with Microsoft® technologies and development trends. This vital network provides us priority access to over 1,000 continuously updated product downloads, along with the latest development tools and platform and server technologies (licensed for development and testing). Our membership in the network keeps us in touch with the global development community through peer-to-peer interaction and direct interaction with Microsoft®. We have access to the most comprehensive set of Microsoft® software for developing and fully testing our application, allowing us to provide the highest level of assurance that Legal Files legal matter management system will perform well when deployed on Windows Server operating systems. Our “Save to Legal Files” functionality creates a one-of-a-kind integration with the programs offered in Microsoft Office®.
Our integration with Microsoft Office® is one of Legal Files’ most notable features. Email, contacts, appointments, documents, spreadsheets and presentations can be saved to a Legal Files case/matter directly from the MS Office application. The integration utilizes HTTP and XML technology that provides a much faster and more secure data transmission to the server over traditional FTP methods. Additionally, with our legal practice software, customers do not have to integrate directly with their Microsoft® Exchange Server, eliminating additional security and performance concerns.
Integration with Outlook
Legal Files offers two types of integration with Outlook. The first is the Outlook add-in. The second type of integration is the Legal Files synchronizer. Both the add-in and the synchronizer provide real-time integration with calendaring, tasks, contacts and email. While the synchronizer provides a mass batch update for a given date range, the add-in provides instantaneous updates between Legal Files and Outlook.
Email integration with Microsoft Outlook®:
Legal Files Software, Inc. developed the Outlook add-in to provide a tool that quickly and easily saves an email from any Outlook folder to a Legal Files matter/case. The add-in creates a Tab or Ribbon in Outlook called Legal Files. The integration places a “Save to Legal Files” button on a user’s Outlook Ribbon. Clicking on the “Save to Legal Files” button opens a file selection window where the user simply selects the case or matter where the email should be copied, and Legal Files automatically copies the message (with attachments) to the appropriate file. The Legal Files client does not need to be running to use the add-in. In addition to the “Save to Legal Files” button, the integration also provides an interactive Drag and Drop Zone pane of the user’s “Recent Files” list, and by dragging email(s) to the appropriate case/matter, the emails can be automatically copied into Legal Files.
Email saved from Outlook to Legal Files contains all of the text from the Outlook email. The original Outlook email (and any attachments included with that email) is attached to the Legal Files’ document profile or to the email item. Email saved from Outlook to Legal Files can be deleted in Outlook without removing the item from Legal Files and vice versa.
Calendar and task integration with Microsoft Outlook®:
Legal Files Software, Inc. developed the Office/Outlook add-in to provide a bi-directional tool that quickly and easily creates an Outlook appointment and/or task from a corresponding Legal Files calendar or to-do. Saving the item automatically creates and links the corresponding event in Outlook (or Legal Files) to each other.
The Outlook add-in for calendars and tasks places a “Save to Legal Files” button on the appointment and task window, as well as the user’s Outlook Toolbar. Clicking the “Save to Legal Files” button opens a file selection window where the user simply selects the case or matter where the appointment or task should be created, and Legal Files automatically creates the appointment or task in the appropriate file. The Legal Files client does not need to be running to use the add-in.
Contact integration with Microsoft Outlook®:
Legal Files Software, Inc. developed the Outlook add-in to provide a bi-directional tool that quickly and easily creates a Legal Files Name Card (contact record) from a corresponding Outlook contact. Saving the item automatically creates and links the corresponding contact in Outlook (or Legal Files) to each other.
The add-in for contacts places a “Save to Legal Files” button on the contact window, as well as the user’s Outlook Toolbar. Clicking the “Save to Legal Files” button automatically creates the Name Card in Legal Files. The Legal Files Outlook plug-in provides direct entry of a Name Card in Legal Files from the Outlook interface.
Legal Files includes a synchronization program to keep a user’s personal Outlook calendar, tasks and contacts in synch with Legal Files. Calendar items, tasks and contacts added in Outlook will automatically be created and displayed in your Legal Files system-with no user intervention. Changes made to calendars, tasks and contacts–in either system–are automatically updated in the corresponding system, independent of where the information was originally created.
Integration with Microsoft Word, PowerPoint, Excel and Acrobat
Legal Files Document Management System also offers the Microsoft Office and Acrobat plug-in, which allows users to quickly and conveniently store any document that is opened in the Office or Acrobat application to Legal Files. The plug-in allows users from within the Office application or Acrobat interface to store documents to the appropriate case/matter in Legal Files without leaving the program. Fully integrated with Microsoft Office and Acrobat, Legal Files enables users to edit documents in their word processor or spreadsheet without ever having to leave Legal Files.
Legal Files users have, at their fingertips, all the features of Microsoft Word for the formatting of document templates. With Legal Files powerful document assembly functionality, users can create a single template for any type of document, and then, from within a file/case or name card, automatically create new documents based on that template using data already within the file/case or Name Card (contact record).