Legal Dial + Microsoft Office 365.
Every intake call your firm receives, captured live and then written into Microsoft Office 365 with the full context attached. No paralegal retyping. No missed details.
Microsoft 365 (formerly Office 365) is the Microsoft productivity suite, including Outlook, Word, Excel, PowerPoint, Teams, and OneDrive. Outlook Calendar is the most common calendar used by mid-size and large firms.
Your receptionists become an extension of your Microsoft Office 365 workflow.
Legal Dial's live agents answer your firm's calls, qualify new callers with your intake questions, and then push the results directly into Microsoft Office 365. Your team opens Microsoft Office 365 to find a new record, the full call note, and any workflow already in motion, without lifting a finger.
Mapped to your Microsoft Office 365 setup.
We map to the fields, categories, and structures already configured in your Microsoft Office 365 account, so nothing is generic and nothing has to be retyped later.
Your intake, your fields.
The questions, matter types, and custom fields we capture are the ones your firm has already standardized on. We follow your script, not a generic template.
Conflict details captured up front.
Opposing party, related parties, and jurisdiction are collected during the call and attached to the record so your team can run a conflict check before you accept.
From ringing phone to updated Microsoft Office 365.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Intake is captured.
We collect contact info, matter type, jurisdiction, conflict details, and any custom fields your firm needs before pushing to Microsoft Office 365.
Microsoft Office 365 is updated automatically.
The moment the call ends, Microsoft Office 365 receives the new record with the full call context attached. No manual entry.
Your team gets notified.
We ping the right person on your team, kick off downstream workflows, and keep Microsoft Office 365 in sync with the rest of your stack.
Every new-client call, already in Microsoft Office 365.
- New records created in Microsoft Office 365 automatically after every intake call.
- Call notes, conflict details, and matter type attached to the Microsoft Office 365 record.
- Custom intake fields captured exactly the way your firm structures them.
- Consultations that get booked land on the assigned attorney's calendar.
- Downstream workflows in Microsoft Office 365 kick off the moment the call ends.
- Zero double-entry, your paralegals stop retyping intake notes.
Other scheduling tools we support.
Legal Dial and Microsoft Office 365, answered.
Microsoft 365, formerly Office 365, is Microsoft's productivity suite that includes Outlook, Word, Excel, PowerPoint, Teams, and OneDrive. Outlook Calendar is used broadly across mid-size and large law firms.
The integration is set up during onboarding. You authorize Legal Dial to send data to your Microsoft Office 365 account, we map your intake questions to the fields your firm uses, and from that point forward every qualifying call flows into Microsoft Office 365 automatically.
Yes. Legal Dial connects to your existing Microsoft Office 365 subscription. We do not resell Microsoft Office 365 and we do not replace any part of it.
At minimum, the caller's contact details and the reason for the call. On top of that we can pass matter type, jurisdiction, source, referral information, and any custom intake fields your firm captures during the call.
Yes. Legal Dial only sends the intake information you configure and does not share your client data with third parties outside of the systems your firm has authorized. All data is encrypted in transit.
Most firms are live within a few business days. Timing depends on how customized your intake is and how many fields we need to map.
Ready to connect Legal Dial to Microsoft Office 365?
Try Legal Dial free. We will wire the intake flow into your Microsoft Office 365 setup for you.