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Create Bespoke Legal Workflows with Microsoft's PowerPlatform

Enjoy organized case file and document processing that supports lawyer-client document collaboration, automated extraction, archival, and more.

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Stop getting lost in emails and cobbled-together PDF systems and their confusing, shared-document platforms. Conduit88 helps you collect, approve, and sign documents
in a single platform - in a fraction of the time.

Here are some ways law firms use Conduit88 to save time and wow their clients:

Client Intake Forms

Client Intake Forms

First impressions are crucial to quality, lasting client relationships. Conduit88 can extract structured data from both client and Microsoft forms, streamlining onboarding and reducing manual-entry errors. Gather all the information you need to start a job - without the usual onslaught of email chains. Our customers report an average 71% reduction in turnaround.

Document Requests & Preparation

Document Requests & Preparation

Request case files, documents, and information from your clients. They can answer questions or upload essential content in a single, secure, easy-to-use system, with automatic reminders to keep them accountable. 

Enable file annotation, redaction, and reviewing within a single, protected application - ensuring that everyone’s on the same page for preparation and communication of sensitive materials. And you’ll avoid the usual long and winding email trails.

Document Preparation

Document Preparation

Your clients want timely, secure, and accurate document preparation. Enable file annotation, redaction, and reviewing within a single, protected application - ensuring that everyone’s on the same page for preparation and communication of sensitive materials. And you’ll avoid the usual long and winding email trails.

Record Keeping Compliance

Record Keeping Compliant

Comply with legal retention policies by automating PDF/A format archiving, futureproofing storage and retrieval of critical legal documents. That further reduces the risk of file corruption when retrieving old legal documents, while speeding up audits.

 

Forever chasing coworkers for documents?

Document requests can drag out for weeks, particularly with international teams. Coworkers send the wrong versions - or wait weeks before sending you everything at once - then blame you for being disorganized. That's especially true for such document-heavy practice areas as bankruptcy, immigration, and family law. Meanwhile, clients are often left confused and frustrated.

Navigating manuscript-length email chains with oddly-named attachments is nobody's idea of a good time. Would Megan Markle in Suits work like that? Of course not (she would be smart and marry a prince 😊).

Conduit88 transforms the way you collect, edit, approve, and sign client documents - turning document chaos into streamlined serenity. 

Clear and simple to use, Conduit88 makes SharePoint your central source for legal documents. Plan, request, approve, and sign PDFs in one place - quickly, simply, and accurately. 

Paralegals, lawyers, and your entire team will all be in the know on what's been provided or approved, as well as on what's still pending.

Give your clients virtually error-proof instructions, then enjoy newfound freedom from chasing documents - with Conduit88 gently nudging clients as needed. If they submit an incorrect document, you can give them feedback directly in Conduit88 without adding another email to the chain yet keeping them regularly updated.

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Standard Solution

Feature Highlights

Unlimited users storage

Unlimited users/ storage

Create all the client, employee, student, or recipient documents you need. 

 

Unlimited storage costs 

Remember it's SharePoint.  It’s already part of your subscription. 

 

Unlimited approvals and reminders  

Set up as many Power App approvals or email reminders as you need for each document. Just don’t ignore your coworkers amidst all your newfound wizardry. 

Unlimited questions & upload areas

Unlimited questions & upload areas

Again- It’s SharePoint, it’s all covered. Surveys, forms, and approvals can include any number of questions or file uploads. 

 

Unlimited document extraction templates 

Create all the templates you want. Redact email addresses, phone numbers, or document sections as reusable templates. 

Drag and drop PDF form builder-1

Drag and drop PDF form builder

Set up as many email reminders or approvals as you need for each person to complete their work. 

Simple client portal

Simple client portal

Because it’s M365, your clients, employees, and the public get a link where they can make document requests any time, from any device. 

Approval system

Approval system

Approve questions or send them back for changes, if needed - all with the Power Platform that is part of your M365 subscription.  Why purchase another approval tool? 

Pre-made document templates

Pre-made document templates

Get started quickly, without writing your own PDF forms.   Use what you already have. 

Integrations

Integrations

Use the Power Platform for rapid workflow deployment. 

Collect anything that’s in a document file, not just text.

No matter what kind of information you put in a document, Conduit88 can help - it's not only for form field content. Use it for

  • Image redaction
  • Questionnaire ingestion/extraction
  • Copilot inquiries
  • Anything else requiring data extraction, including tables, and graphs,

Spend time on things that matter.

Let Conduit88 extract crucial document data and send automatic, periodic reminders to users.

You'll have a central place for all document content, images, and files:

  • Find everything easily.
  • Track changes w/o long email trails.
  • Approvals are locked in to prevent unwanted changes, with the flexibility to undo and redo approvals.
  • Final approvals are secured as a system of record.

Use our document-extraction templates to save more time.

With just a few clicks, set up various extraction-request templates once, reusing them as needed.

Start with our template gallery, or create your own for redaction design, and extraction logic.

You can even automate the process with Microsoft M365 integrations.

Simplify document content enablement and extraction.

Say goodbye to manual PDF inputs and extractions.

Your users can annotate questions directly within each document or file. That eliminates those never-ending email trails full of questions, sporadic attachments, and often incorrect information.

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