Microsoft Integration

logo_msdnLegal 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®.

 

Integration with Outlook

Legal Files integration with Microsoft Outlook has, of course, evolved over the years but began more than 20 years ago in the late 1990’s. While most case management vendors tout integrations with Microsoft Office, how this integration is programmatically accomplished, and the level of integration varies greatly from vendor to vendor. Its 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 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 the competition’s traditional FTP methods. Additionally, Legal Files customers do not have to integrate directly with their Microsoft Exchange Server, eliminating security and performance concerns.

Legal Files integration with Microsoft Outlook includes the ability from within the Outlook interface to view information directly from Legal Files. Additionally users will have the ability to save case information directly to the matter/case again directly from the Outlook interface.

The integration provides the ability to view the basic file/matter information of any matter that is contained within the recent files pane, which includes matter type, categories, current status, etc. Additionally, users will have access to all file related people from within the matter and all their contact information from the Outlook interface.

The Legal Files Outlook integration also provides the ability, from the Recent Files list, to create a case/matter note, phone log or time slip entry from within the Outlook interface.

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 “Legal Files Web” tab on the user’s Outlook ribbon. Clicking on the tab’s “Save” icon 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” functionality, 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 “Legal Files Web” tab on the appointment and task window, as well as the user’s Outlook toolbar. Clicking the tab’s “Save” 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 “Legal Files Web” tab on the contact window, as well as the user’s Outlook toolbar. Clicking the tab’s “Save” icon 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.


Outlook Synchronization

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).