Built upon a solid foundation of litigation expertise, our flagship template, the Arrow365 GenLit SharePoint template, takes center stage as the cornerstone of our offerings. This versatile template is designed to cater to all types of cases, both pre and post-litigation, regardless of your party status—be it Plaintiff, Defendant, or any other role.

​

CORE FEATURES INCLUDE:

​

• Calendar Management (Outlook)

• Email Management (Outlook)

• Task Management (Planner & Lists)

• Contacts Managements (Lists)

• Document Management (SharePoint OneDrive)

• Note-taking Management (OneNote)

• Streamlined Communication (Teams)

• Automated Activity Tracking (SharePoint)

​

ADVANCED FEATURES INCLUDE:

 

• 10 customizable indexes for tracking case data, including client documents, court orders, liens, records, liens, pleadings, written discovery, document production, and depositions.

​

• 5 trackers for tracking document requests (medical records, FOIA records, subpoenaed documents, etc.), damages, exhibits, witnesses, and pre-trial motions.

​

• Custom 'War Room' page with a countdown timer to Trial, a Trial Checklist, a Trial Schedule, and quick links to Trial Resources.

​

• Access to custom automations including automated indexing, Planner reporting, critical deadlines reporting, and automated Contacts Management.​

The Arrow365 Client SharePoint template is specifically designed to cater to your esteemed top-tier clients who entrust you with multiple matters. With this template as your foundation, you have the flexibility to expand and customize the site by incorporating dedicated pages for each sub-matter you handle on behalf of the client.

​

CORE FEATURES INCLUDE:

​

• Calendar Management (Outlook)

• Email Management (Outlook)

• Task Management (Planner & Lists)

• Contacts Managements (Lists)

• Document Management (SharePoint OneDrive)

• Note-taking Management (OneNote)

• Streamlined Communication (Teams)

• Automated Activity Tracking (SharePoint)

​

ADVANCED FEATURES INCLUDE:

 

• Quick link placeholder buttons for things like Client Guidelines, Client E-Billing Portal, etc.

​

• Active matters list so you can track all matters you're handling for a client

​

• Access to custom automations including Planner reporting, critical deadlines reporting, and automated Contacts Management.

​​​

​​

​

​

While Microsoft 365 has valuable case management tools, it also provides amazing practice management tools. Our versatile Arrow365 Category SharePoint template provides a robust foundation for administrative purposes, enabling you to create dedicated SharePoint sites for cases under consideration (for leads handling and intake), for accounting & bookkeeping, HR, Employee onboarding and retention, and other administrative functions. Create a Category site for pre-Microsoft 365 closed or archived cases, Partner sites, or Office sites.

​

CORE FEATURES INCLUDE:

​

• Calendar Management (Outlook)

• Email Management (Outlook)

• Task Management (Planner & Lists)

• Contacts Managements (Lists)

• Document Management (SharePoint OneDrive)

• Note-taking Management (OneNote)

• Streamlined Communication (Teams)

• Automated Activity Tracking (SharePoint)

​

ADVANCED FEATURES INCLUDE:

​

• Access to custom automations including Planner reporting, critical deadlines reporting, and automated Contacts Management.

​​

​​

​​

​​​

​

​

​

​