Microsoft 365 for
the legal profession.
Privileged information, SRA scrutiny, and now Copilot wanting to see everything. Legal firms need a Microsoft estate that respects matter rigour, classifies what is sensitive, and keeps AI inside the lines.
L
What we typically build
for Legal.
Patterns we have shipped for legal clients.
Matter management
Matter intake forms, conflict checks, matter workspaces in SharePoint with SRA-grade retention.
Copilot for privileged data
Sensitivity-aware Copilot that respects privilege boundaries and your matter walls.
Sensitivity-labelled handling
Purview labels for matter, client, privileged and personal — applied automatically where possible.
Secure client portals
External-share portals for bundles, hearings, and document collection without losing audit.
The standards and regulators that
shape this work.
SRA Standards and Regulations
Client confidentiality, conflicts management, client money handling, and the duty to act in clients' best interests. We build to those standards by default through sensitivity labels for matter files, retention policies aligned to your firm's retention schedule, audit trails that survive a regulatory inspection, and a clear governance policy your COLP and COFA can sign.
Client confidentiality and legal professional privilege
The absolute duty under common law and the SRA Code of Conduct. The technical controls in Microsoft 365 (sensitivity labels, conditional access, restricted sharing, audit logging) are configured to support privilege at a tenant-wide level rather than as ad-hoc protections per matter.
Anti-money laundering
The Money Laundering Regulations 2017 and the Legal Sector Affinity Group guidance. Client due diligence workflows, source of funds checks, suspicious activity reporting, and record retention all get built into the matter intake automation where applicable.
GDPR with legal-specific considerations
Client data, witness data, third-party correspondent data, and the retention periods that meet your firm's policy and the SRA's record-keeping requirements (typically six years minimum, longer for certain matter types).
Practice-area frames
For specific practice areas: the additional frames that apply (FCA-regulated work for financial services lawyers, professional negligence considerations, sector-specific privilege rules). We build the surround that supports compliance in each.
Fixed-price packs that
fit this sector.
The Cloudbliss services that
fit this sector.
Cloudbliss lifted our Secure Score from 38 to 94 in eight weeks, and they understand privilege. Our COLP signed off Copilot inside the firm — most consultancies couldn't get us there.
Things sector leaders
actually ask.
Not if you set it up properly. We use Restricted SharePoint Search and sensitivity labels so Copilot only sees what each user is meant to see — including respecting ethical walls between matters.
We design tenants and policies that map to Lexcel and SRA Code of Conduct requirements. We're not the auditor, but we produce the evidence your auditor expects.
Yes. External-share portals with audit, watermarking, time-bound links, and (where useful) sensitivity-label-aware encryption that follows the document outside your tenant.
We've moved firms from both into SharePoint-based matter workspaces, and we've kept iManage co-existing where the firm wasn't ready to leave. Either is fine.