Introducing the Microsoft 365 Case Management System

A System for Modern Legal Professionals

Are you fully maximizing the potential of your Microsoft 365 subscription? Unleash the true value of your Microsoft applications as they seamlessly integrate with the core of your legal practice. Experience the streamlined efficiency and amplified outcomes that come from harnessing the power of Microsoft 365 applications. Take a holistic approach to case management by simplifying your practice, elevating your performance, and unlocking a world of possibilities.
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A picture of someone creating the Microsoft 365 Case Management System on their computer


If you answer yes to the questions below, keep reading.

  • Are you struggling to stay organized?
  • Are you struggling to find a case management system that works for your team?
  • Are you done spending thousands on products that don't work?
  • Are you ready to get back to the basics of case management?


Did you say yes to most of the questions? I did too!


Hi, I'm Misty Murray, Litigation & Trial Paralegal,  owner of Arrow Consultants, LLC, host of ArrowTV, and creator of the Microsoft 365 Case Management System and Arrow365 Matter Management System


For more than two decades, I personally experienced the same struggles you face—juggling time, cases, clients, and teams. The constant need to adapt to various systems, from case management to document management, consumed countless hours without yielding the desired results.


Then, a turning point came. I reached a moment of clarity and said, "Enough!" It was time for the system to adapt to my needs, rather than the other way around. That's when I embarked on a quest for a better solution—one that would empower my team, streamline our workload, and align with our budget.


In my pursuit, I realized that a true transformation required tearing down the existing framework and rebuilding it from the ground up. It was crucial to adopt solutions that could eliminate time-consuming administrative processes, allowing me to focus on what truly matters—my expertise and serving my clients.


The solution I discovered was right at my fingertips—Microsoft 365. With its comprehensive suite of tools, Microsoft 365 offered the potential to revolutionize case management and enrich my teams' overall user experience. But it didn't stop there! Now I teach people all over the world how to better harness the power of their Microsoft 365 subscription.

Microsoft SharePoint - How to Bring the Team Together in Sites

In this lesson, you'll learn how to create a SharePoint site, as well as how to connect other Microsoft 365 applications such as Planner and Teams. You'll learn how to add sections and web parts to design the perfect matter site for your case or client.

Microsoft Outlook for Email & Calendar Management

In this lesson, you'll learn how to leverage the SharePoint email address as a tagging solution so that you never miss a deadline or email. You'll learn how to use the dedicated SharePoint inbox for each matter, as well as how to calendar on SharePoint sites so that your team is sharing the same calendar information. More importantly, you'll learn how to save voluminous email attachments with just one click.

SharePoint OneDrive for Document Management

In this lesson, you'll learn how to use OneDrive for document management to provide a secure and shared space for your matter documents. Collaborate on documents with your team members and share documents outside your organization. Handle your documents with ease using HIPAA-compliant best practices such as requiring authentication and establishing passwords. Learn how to use the sync feature to onboard the SharePoint document library (powered by OneDrive) to your local desktop, and navigate through your files seamlessly using SharePoint and OneDrive’s two-way sync with your File Explorer (for Windows) or Finder (for Mac).

Microsoft OneNote for Digital Management of Notes

In this lesson, you'll learn how to ditch the yellow pad for a digital pad called OneNote Notebooks. Keep your case notes in an organized digital Notebook available to your entire team. Add your deposition outline and keep organized notes complete with customized tags while you take your deposition. Easily use the OneNote quick action buttons to send Outlook Calendar event details, emails, or website information to OneNote. Add a browser Clipper tool to quickly copy/paste websites like Westlaw and LexisNexis.

The Microsoft 365 Case Management System Masterclass

Master the Power of Microsoft 365

Microsoft Planner for Task Delegation & Management

In this lesson, you'll learn how to delegate and manage tasks from anywhere, fostering a productive and efficient environment inside and outside the office. Never miss a deadline or a task with this intuitive, proactive, mobile-friendly system. Imagine creating a case milestone list and using it side-by-side with Microsoft Planner for easier task delegation. Label your tasks to specific phases of your case to create filter and grouping options for better reporting. Template your milestone list, template your Planner tasks, and start working like a fine-oiled industrial line.

Microsoft Teams for Intra-Office Communications & More

In this lesson, you'll learn how to use Microsoft Teams for your cases and with your team. Streamline communications, have organized chats, collaborate on tasks, and much more. Bridge your Microsoft 365 applications together with the power of Microsoft Teams.

BONUS VIDEOS

Additional Case & Practice Management Solutions

  • Microsoft Forms for Internal Use
  • Microsoft Forms for External Use
  • OneDrive Templates in SharePoint Document Libraries

Take the Masterclass that will change your life.

Start building your new case management system today.

Are you ready to take your Microsoft 365 subscription to the next level?

If you answer "Yes" to any of these questions, then it is time to embrace the architect inside of you and build a system that works for you.

  • You are looking for secure cloud management

  • You work remotely or with remote, virtual, or freelance team members

  • You need an efficient way to work seamlessly with your team and your cases

  • You are adventurous and tech-savvy enough to venture the DIY waters

  • You are tired of adapting and paying for someone else's way

  • You are ready to be just as productive outside of the office as you are inside of the office

  • You are looking to create a system using applications you're likely already paying for

Effective Digital Management of

  • Emails

    Learn how to effectively manage your emails in SharePoint while driving the voluminous communications exactly where you need them to be. Easily track, manage, and retrieve any communication at a moment's notice.

  • Documents

    Efficiently save documents to SharePoint libraries for easy file management across all of your teams. Easily access all case documents using secure cloud-sharing with your team members across any device.

  • Tasks

    Delegate and stay proactive while managing your tasks across all of your cases. Easily manage without micro-managing with the setup of lists, calendars, boards, charts, and more.

Checkout Our FREE Training Videos on YouTube

Providing highly effective tutorial videos for highly effective law firms.

Arrow TV

FREQUENTLY ASKED QUESTIONS

If your question isn't answered below, please feel free to book a free consultation.

Q.        How long is the e-course?

A.         4(ish) hours of video tutorials divided between 12 modules. It will take you approximately 5 to 6 hours to complete the e-course.

 

Q.        Is the e-course given in drip content, or will I have immediate access to all videos?

A.         You have immediate access to the entire e-course. Go through the e-course as quickly or as slowly as you’d like to.

 

Q.        Is the e-course only applicable to litigation?

A.         No. This system can be and has been, adapted to many businesses. This system is also used by District Attorneys, Private Investigators, CPAs, an Airline company, Freelance Paralegals, and many other businesses around the world.

 

Q.        What if I get stuck? Do the one-on-one consultations cost additional?

A.         No. As an e-course student, you would have access to one-on-one attention, as needed. We are here to help. Please let us know how we can do that.

 

Q.        Can I template a SharePoint site?

A.         Presently no. However, my company has developed a proprietary method and code called Arrow365. This is a SharePoint template hosting and automation service. You can check out more information about Arrow365 by clicking here.

 

Q.        How do you manage SharePoint sites?

A.         You can have 10 SharePoint sites or 100 SharePoint sites. In the e-course, you’ll learn how to create a Communication Site that brings together your SharePoint sites. The Communication site serves as your Team Site, your SharePoint menu to easily toggle between your cases, your training center, your forms center, and most importantly, the starting page of every day. I have my Communication site open all day, every day.


Is your question more specific? Book a free consultation HERE.

 

E-Course Curriculum

You will gain valuable knowledge in this e-course

  • 1

    Introduction to the Microsoft 365 Case Management System

  • 2

    Creating SharePoint Sites

    • SharePoint Checklist & Guide

    • How To Get Started with Microsoft 365

    • Creating a SharePoint Site

    • Wrap-Up & Things to Remember
  • 3

    Email & Calendar Management

    • Conversations & Calendar Using Outlook in Microsoft 365

    • Wrap-Up & Things To Remember
  • 4

    Document Management with SharePoint Libraries

    • Document Libraries (Shared)

    • Wrap-Up & Things To Remember
  • 5

    Creating Notebooks with OneNote

    • OneNote Notebook (Shared)

    • Wrap-Up & Things to Remember
  • 6

    Task Management with Planner

    • Planner for Team Task Management

    • How to Create a Template Plan

    • Wrap-Up & Things to Remember
  • 7

    Teams for Intra-Office Communication

    • Teams for Teams

    • Wrap-Up & Things to Remember
  • 8

    Creating a Communication Site for Your Organization

    • Creating Communication Sites for Cases Lists, Templates, and More

    • Wrap-Up & Things To Remember
  • 9

    Microsoft Forms for Intakes, HR, and more

    • Imagine the possibilities with Microsoft Forms

    • Microsoft Forms for External Use

    • Microsoft Forms for Internal Use
  • 10

    Scaling your SharePoint Sites with Templates and Lists

    • Templates to Expand the SharePoint Document Library

    • Custom Lists in SharePoint
  • 11

    Billing & Timekeeping in Microsoft 365

    • TimeSolv and the Microsoft 365 Case Management System

    • TimeSolv Features, Pricing Plans, and Useful Links
  • 12

    Congratulations and Thank you

    • Course Complete

But Wait ... There's More

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Guide The Way