Microsoft 365 New-Matter Provisioning

The manual work this replaces

Legal ops staff create each new-matter Microsoft 365 group, SharePoint site, and OneDrive folder by hand, applying access controls one team member at a time.

How the automation runs

1. Microsoft 365→
2. SharePoint→
3. OneDrive

This process provisions Microsoft 365 for a new matter. It receives the matter-opened event from the practice management system, creates the matching Microsoft 365 group with the firm's naming convention, stands up the SharePoint site with the standard folder template, provisions the OneDrive folder for shared materials, applies access controls based on the assigned team, and emails the responsible attorney an Outlook summary with the links.

What changes after Caddi

Provisions the full Microsoft 365 footprint for a new matter on the day it opens, with the right access controls and naming convention.