Microsoft 365
Draft, edit, and collaborate on legal documents without leaving the case file.
Docktix's Microsoft 365 integration brings Word, Excel, and PowerPoint directly into the matter record through Work Drive. Attorneys can open, edit, and save documents with full version history preserved — no downloading, no re-uploading, and no risk of working on a stale copy.
KEY BENEFITS
What you unlock with Microsoft 365
Native In-Browser Editing
Open Word, Excel, and PowerPoint documents directly in the browser from within a case record. Changes save automatically back to Work Drive.
Version Control
Every save creates a version snapshot. Restore any prior version of a brief, contract, or spreadsheet in seconds without losing recent changes.
Real-Time Co-Authoring
Multiple attorneys and paralegals can edit the same document simultaneously. Color-coded cursors show who is working where in real time.
Template Library Integration
Your firm's Word templates, letterheads, and court-form blanks are available from the Work Drive template picker, pre-filled with matter data.
COMMON USE CASES
How law firms use Microsoft 365 with Docktix
- Draft demand letters in Word with client data auto-populated
- Build structured settlement demand spreadsheets in Excel
- Co-author briefs with remote associates without version conflicts
- Access the firm's court-form template library from any device
- Track damages calculations with auto-updating Excel models
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect Microsoft 365?
Set up the Microsoft 365 integration in 5 minutes and start automating your case workflows today.
