Documents & eSignatureOther Business● Running at real firms now
Microsoft 365 Connector
Connects your AI to Outlook, SharePoint, OneDrive, and Excel — so folders get made, files get filed, and mail gets sent automatically.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Email, files, and calendars in Microsoft 365 are where the work happens — but your other tools can’t see any of it.
What it does
✦Connects AI and automations to Outlook mail, SharePoint and OneDrive files, calendars, and Excel
✦Creates client folders, files documents, reads intake spreadsheets, sends mail — automatically
✦Every action runs under your firm’s own permissions
What it replaces
Manual filing and “can you email me that spreadsheet?”
Is it real?
Creating real client folders and reading live intake spreadsheets at firms today.
Want to see how this fits your business?