Moody Law Group, a small, vibrant practice specializing in commercial real estate, are no strangers to the high stakes and fast-paced nature of the industry. With a diverse clientele, from developers and investors to retailers and families, covering everything from sales and leasing to financing and construction, they are also no strangers to one of the big challenges that busy law firms face: email overload.
Email is the lifeblood of the law firm
At Moody Law Group, the entire real estate transaction, in all its complexity, is handled via email. Beyond communications, this non-stop flow of emails also contains vital attachments, such as sales agreements, leases, and contracts. All these emails and documents were managed mostly manually on Microsoft 365 and Outlook, making the workflow cumbersome and time-consuming.
There had to be a better way.
“We spend all day, every day, on email.”
John Moody Sr, founder of Moody Law Group, was aware that the team needed a solution to put their email management in order, notably, the ability to manage documents directly within Outlook. This would put a stop to the manual jumping between Outlook and SharePoint, making email storage and organization much more efficient, and saving precious time and resources.
In search of a solution, Moody Law Group found harmon.ie, the integration tool for Microsoft 365 that allows users to manage and share documents, attachments, and emails directly from Outlook to SharePoint. It seemed to be the perfect answer to the problem of email overload. With the harmon.ie pane embedded in Outlook, the team could now access SharePoint folders and files without leaving their email interface.
harmon.ie: Real-world impact on law practices
Moody Law Group already had a well-established document architecture for various transactions, such as sales, leasing, and loan agreements, all stored and managed in SharePoint.
harmon.ie fit in seamlessly with the firm’s existing document management processes, and the drag-and-drop functionality proved to be intuitive and easy to use, so adoption among the team was frictionless.
Within a short period, Moody Law Group was already noticing the harmon.ie difference. Complex real estate deals with multiple stakeholders became smoother to manage directly from Outlook, while critical and relevant documents can now be stored in SharePoint with just a quick drag-and-drop, offering complete accuracy and peace of mind.
“This is a product that I use every single day, all day. It’s made our lives so much easier.”, said John S. Moody Sr., Managing Attorney.
Taking law firms to the next level of efficiency
The legal industry may have a reputation as traditional and archaic. But with harmon.ie integration, law firms large and small can significantly increase their productivity and efficiency in Outlook.
Want to learn more about Moody Law Group and harmon.ie? Read the full case study and discover how your law practice can achieve similar success.
