The Problem with Traditional Firm Software
Many Swiss law firms and tax advisory offices still run legacy DMS platforms that have not been meaningfully updated in years. Vendors are ending support, integrations with modern tools are missing, and licensing costs keep rising. Meanwhile, staff work daily in Microsoft Teams, Outlook and Office — and wish their document management were integrated there.
SharePoint today is no longer just "the intranet tool." Built correctly, it is a fully capable DMS that meets every core requirement of a law firm or tax advisory practice — and it comes included in Microsoft 365, with no additional licence needed.
What a Law Firm DMS Must Deliver
| Requirement | SharePoint Feature |
|---|---|
| Client data separation | Site-based isolation + Entra ID groups |
| Versioning | Automatic version history (up to 500 versions) |
| Full-text search | Microsoft Search (including PDF content) |
| Metadata classification | Columns, content types, term store |
| Retention periods | Microsoft Purview Retention Policies |
| AI-powered search | Microsoft 365 Copilot |
Microsoft 365 Copilot in the Law Firm Context
With Copilot, staff can ask questions like:
- "Summarise all correspondence with client Smith from last quarter"
- "Do our standard contracts include an arbitration clause suitable for international law?"
- "Which deadlines are expiring this week?"
Copilot only accesses content the signed-in user has permission to see. The client separation you configure in SharePoint therefore also prevents unintended cross-client AI disclosure.
Interested?
Contact us for a no-obligation initial conversation about building a compliant DMS on SharePoint for your firm.