Collaborating With Clients & Colleagues

 In “Collaborating With Clients & Colleagues,” Danielle Davis Roe’s Pointers From Practice HQ column in the May Illinois Bar Journal, Davis Roe says you don’t need a complex document-management system to collaborate effectively with clients. By using Microsoft SharePoint’s document library and shared folders, your firm can reduce document chaos while keeping everything secure and easy to access. For solo attorneys, Microsoft OneDrive might provide enough functionality, but for firms with multiple team members, SharePoint is a practical way to ensure that everyone is working from a single, organized source. If your firm is already paying for Microsoft 365, Davis Roe advises, making use of SharePoint is a simple step that can eliminate common collaboration headaches while making document management easier for both you and your clients.

 Read the May Illinois Bar Journal’s article, "Collaborating With Clients & Colleagues"

Posted on May 19, 2025 by Kelsey Jo Burge
Filed under: 

Login to post comments