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Professional Services & Legal

Empower Knowledge Workers with Microsoft 365

In consulting, law, accounting, and other professional services, Microsoft 365 gives professionals an edge by enabling instant collaboration, efficient knowledge-sharing, and secure client communications
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WHY It MAtters?

Build a Secure Digital Backbone

Inefficient systems, siloed data, and manual processes are more than just inconvenient—they’re costing you time, revenue, and client trust.
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Frictionless Project Delivery

Teams Collaboration Framework creates project-based channels, integrates Planner for task tracking, and configures secure guest access to accelerate project delivery.
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Knowledge at Your Fingertips

AI-powered knowledge hub—so your lawyers and consultants can find documents in seconds, converting lost hours into client-focused work.
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Confidentiality Without Compromise

Establish a policy-driven environment that protects confidentiality and ensures regulatory adherence without blocking collaboration.
Benefits

Client Trust Meets Team Agility

Accelerated Knowledge Sharing

Transform your firm’s collective expertise into an AI-curated knowledge hub.

With SharePoint Premium and Copilot in Microsoft 365, your team can locate past case files, winning arguments, and reusable deliverables in seconds—turning lost search time into billable work and consistently elevating client outcomes.

400K+
Users

Trusted by a growing community of over 400,000 users worldwide.

95%
Adoption

WayPoint achieves 95% user adoption within the first three months of deployment.

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Seamless Remote & Cross-Office Collaboration

Keep everyone connected whether they’re in the office, at home, or onsite with clients.

Microsoft Teams’ project-based channels, real-time co-authoring, integrated Planner tasks, and secure guest access streamline communications and review cycles, compressing project timelines and accelerating case preparation.

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Improved Mega Menu

Dynamic menu layouts to fit your team’s needs.

Mobile-ready

Mobile-Ready

Seamless responsive design across all devices.

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Viva Connections

Access popular employee experience extensions like Viva Connections from all sites and spaces.

Key Tools

My Links

Manage personalized resources relevant to employee roles.

Rock-Solid Client Data Protection

Protect sensitive client data with Microsoft Purview’s unified data governance. Use sensitivity labels, data loss prevention (DLP), insider risk management, and information barriers to meet regulatory standards.

With Microsoft Defender for Cloud Apps and Conditional Access policies, your teams can collaborate securely—without compromising confidentiality.

400K+
Users

Trusted by a growing community of over 400,000 users worldwide.

95%
Adoption

WayPoint achieves 95% user adoption within the first three months of deployment.

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How We Help

Elevate Your Practice with Modern Work Solutions

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Knowledge Management

Transform Microsoft 365 into a centralized knowledge hub using SharePoint and Viva to surface expertise, past documents, and best practices.

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Security & Compliance Audit

We assess your Microsoft 365 tenant and build ethical walls and governance controls that meet firm-specific requirements without hindering productivity.

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Teams Collaboration Framework

A structured Teams architecture ensuring real-time co-authoring and streamlined client engagement without chaos

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Copilot & AI Enablement

We guide your leadership through a hands-on Copilot pilot to deliver measurable time savings and quality improvements under careful governance.

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Client-Facing Portals

Secure, branded client portals using Power Pages to streamline document sharing, project tracking, and real-time updates.

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Client Engagement Analytics

Leverage Viva Insights and Power BI to track client engagement patterns, identify collaboration bottlenecks, and optimize service delivery.

Question & Answer
Frequently Asked Questions
How do you maintain client confidentiality in Microsoft Teams?
We apply Microsoft Purview sensitivity labels and dynamic Data Loss Prevention (DLP) policies across Teams channels and chats. Conditional access and ethical walls prevent unauthorized guest access, while encryption at rest and in transit keeps your client communications locked down—even on personal devices.
What governance do you put in place for SharePoint sites?
Our SharePoint Governance Framework includes site provisioning templates, lifecycle policies, metadata taxonomies, and automated archival workflows. This ensures every project site follows firm standards for permissions, naming, and retention—eliminating sprawl and audit headaches.
Will this slow down our network or add complexity?
No. Microsoft 365 is designed for global performance. We optimize network routing with ExpressRoute or Azure Front Door and apply intelligent caching. Our streamlined Teams and SharePoint architecture reduces client-server calls, simplifying your IT landscape.
What ROI can we expect from Copilot-enabled drafting?
Early adopters see 30–50% time savings on document creation. Copilot drafts memos, briefs, and proposals in seconds—reducing billable-hour bleed from administrative tasks. We run a pilot to quantify your firm’s time saved and translate it directly into revenue uplift.
How do you integrate Microsoft 365 with our existing matter-management system?
We use secure, low-code connectors (Power Automate, Graph API) to sync metadata and documents bidirectionally between your Records Management System/Professional Services Automation system and SharePoint. This preserves your established matter IDs and security model within the Microsoft 365 ecosystem.
What training and change management do you provide?
Our adoption program combines role-based coaching, interactive workshops, and on-demand learning via Microsoft Learn. We also deploy Champions Networks to embed best practices in each office—driving sustained behavior change, not just a one-off rollout.

What our customers say

See the real impact on how we’re redefining Employee Experiences in the Digital Workplace.

“We were drowning in paperwork before we partnered with 2toLead. Now, our repetitive tasks are handled automatically. The time we've saved has been a game-changer. We feel more productive and less stressed.”

Sarah

Director of Operations

“2toLead spent the time to understand our challenges. They didn’t just sell us a product—they built a solution that fits our business perfectly. Our approval workflows are now seamless, and my team is thrilled.”

Olivia

Program Coordinator Lead

“I didn’t realize how much time my team was spending on repetitive tasks until 2toLead showed us what was possible with automation. They’ve made our day-to-day work not just faster but genuinely more enjoyable.”

James

IT Lead

“We’ve worked with a lot of vendors, but 2toLead really stood out. Their team was knowledgeable, approachable, and always ready to help. Today our processes are faster, and our employees are happier.”

Amanda

Marketing & Communications
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