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22 P E E R T O P E E R : I L T A ' S Q U A R T E R L Y M A G A Z I N E | F A L L 2 0 2 2 To support your teams effectively, you need a solution that provides quick access to client matters and lets users add links to external information as needed. The solution should also support integration with advanced reporting and analytics platforms like Microsoft Power BI, which provides an interactive reporting portal to glean deeper insights from Microsoft Teams activity. The right solution that natively integrates with Microsoft Teams empowers operations managers to streamline billing, hone resource management, and demonstrate team performance and business contributions. B E S T P R A C T I C E Manage the data lifecycle To maintain compliance and appropriate data hygiene protocols, Microsoft Teams workspaces and the data stored within them should not reside indefinitely on servers or in archives. Your firm should select a solution that builds in highly structured classification capabilities and automated rules-based lifecycle management to facilitate compliance and ensure that teams are archived or deleted at the appropriate time. Some solutions that natively integrate with Microsoft Teams issue automated reminders to a given matter's point person to update a team's classification or move it to the next lifecycle action if a team becomes redundant — helping to ensure that your teams stay on top of data lifecycle management. B E S T P R A C T I C E Leverage the platform for secure external client collaboration To preserve business agility, legal teams need to be able to collaborate freely with not only their internal colleagues, but also clients and other external parties. Without proper safeguards in place to protect sensitive matter data, collaboration practices introduce privacy and security risks. So, when team members use private channels to share content, legal organizations need to have mechanisms in place to secure sensitive matter-related information, documents, and data protected by regulatory mandates. A solution that natively integrates with Microsoft Teams can apply structure via approvals and strict classifications, giving legal teams the freedom to collaborate productively without risking information leakage. B E S T P R A C T I C E Expand the solution to deliver visibility into matters The effectiveness of Microsoft Teams is dependent on a connected-firm approach in which Microsoft Teams is properly integrated with core systems of record across the firm. At a minimum, core systems will likely include intake and client-onboarding solutions, the firm's legal document management solutions, and time-entry and billing systems. This integration helps firms deliver on the vision of Microsoft Teams as the single pane of glass into a matter, "Leverage the platform for secure external client collaboration." F E A T U R E S

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