Microsoft Outlook and Word Integration

//Microsoft Outlook and Word Integration

Keeping up with disorganized client communication and generating documents can put a strain on your small law firm’s productivity. If you could cut these tasks from your to-do list entirely, it would be cause for celebration, would it not? Well with Smokeball, you can! Smokeball’s Microsoft Outlook and Word Integration can improve your firm’s workflow and add hours back into your week. Sound intriguing? If so, it’s time to sit back, relax and learn about Smokeball’s Office integration capabilities.

How it works

Microsoft Word integration with Smokeball allows your firm the ability to turn your existing documents and forms into fillable templates in Word– reducing the amount of time you spend generating documents. With all your clients important matter information already stored in Smokeball, the templates you created in Word will auto-populate based on details like name and gender, your firm can create detailed documents without the fear of errors or mistakes.

Smokeball’s Outlook integration ensures that every email you send is automatically sorted into the correct digital file–regardless of which firm member receives it. Firm-wide collaboration is also simplified with Smokeball as all staff members with access to Smokeball will be able to view all emails stored in Smokeball. With all your emails neatly stored in Smokeball, staff will feel empowered having access to all the emails they need when they need them.

Why it matters

Smokeball will act as your home base, bridging together Word and Outlook to streamline your most tedious work, like sending documents, creating new documents, and keeping track of client communications. Smokeball automatically files documents, tracks versions and saves emails in one place. The result? Saved time that you can now spend on your clients and actually executing your work instead of just managing it.

By | February 18th, 2016|

About the Author:

For years, Josh has helped lawyers become more organized, productive, and profitable. A trained litigator, Josh came to Smokeball from a large east-coast law firm where his practice focused on franchise, insurance, marine, and general litigation. His work with Smokeball, and his continued passion for what he does each day, is driven by a desire to help lawyers and their staff do better in every way. Knowing well the stress and strain put on today’s legal professional, he regularly focuses on improving work and life in the law. He has traveled the country working with and learning from lawyers and their staff. Josh speaks regularly to bar associations about successful law firm practices and other legal topics. Recent notable engagements have been with the Chicago Bar Association, the Illinois State Bar Association, and the Missouri Bar’s Solo and Small Firm Conference. In addition to his work at Smokeball, Josh serves on the Writing Resource Center staff at The John Marshall Law School. Besides legal technology, his research interests include judicial decision-making, jury decision-making and psychology, and legal writing. He has written and overseen research exploring causal effects of sex/gender on federal appellate court decision-making, and assisted with research for a forthcoming textbook on judicial decision-making. Josh holds his J.D., cum laude, from Washington University in St. Louis, where he served as a Senior Editor of the Wash. U. Law Review, held the prestigious Thompson Coburn Research Fellowship, served as Research Assistant to then-Vice-Dean (now Chancellor) Andrew D. Martin, and clerked at the U.S. District Court for the Eastern District of Missouri. He holds a B.A. in Political Science and a B.M. in Music Performance with Honors Scholar distinction from the University of Connecticut, making him a Huskies basketball fan through and through. Follow Josh’s activity on LinkedIn, and keep up with new articles on the Smokeball Blog.

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