Who It's For
The Microsoft 365 VIP Plan is for the legal professional who's doing it all - and wants to do it smarter.
You’re juggling deadlines, documents, client updates, case notes, and a dozen apps that don’t talk to each other. You know Microsoft 365 has power under the hood… but you haven’t had the time (or energy) to figure it out.
Whether you’re:
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A paralegal buried in repetitive tasks
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A solo attorney managing every case and client
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Or part of a growing law firm that needs scalable systems
—this plan was built for you.
Let’s turn your everyday chaos into a streamlined case management system that actually supports how you work.
What You'll Walk Away With
Tangible Outcomes with Incredible Value
By the end of your Microsoft 365 VIP Plan, you’ll have more than just knowledge. You’ll have a system, a strategy, and the confidence to keep going.
This isn’t about stuffing your brain with more information. It’s about building real solutions that work for you.
How It Works
This isn’t a course or a lecture. It’s a collaborative experience where you drive and I navigate. Every week is a working session designed to move you forward—strategically, practically, and at your pace. Here’s what it looks like:
WEEK 1
Strategy + Discovery
We’ll map out your current workflows, uncover inefficiencies, and identify the Microsoft 365 apps that can make the biggest impact right away.
WEEK 2
Deep Dive + Training
We’ll explore how SharePoint, Teams, OneDrive, Planner, and other tools can support your goals—and start building the framework for your custom system.
WEEK 3
Innovate + Customize
Together, we’ll build your tailored case management solution with tools that work the way you work. This is where things start to click.
WEEK 4
Final Review + Optimize
We’ll refine what we’ve built, answer lingering questions, and make sure your new systems are sustainable and scalable.
All sessions are recorded and followed by a detailed recap with timestamps, notes, and an action list to keep the momentum going between sessions.
With over 25 years in the legal industry as a litigation and trial paralegal, I’ve worked behind the scenes in some of the most high-pressure, high-stakes environments law has to offer. I know what it's like to juggle clients, courts, deadlines, and documents—and I know how frustrating it is when your tech makes that harder, not easier.
That’s where Arrow Consultants comes in.
We don’t just teach Microsoft 365. We help law firms build real systems inside the tools they already own. Tools like SharePoint, OneDrive, Teams, and Lists become the backbone of your legal operations—with your firm’s actual needs at the center of every decision.
No cookie-cutter solutions. No one-size-fits-all software.
Just smart, strategic design with someone who knows what it’s like to be in your shoes.
The Arrow Difference
WHAT'S INCLUDED
Here's everything you get inside the Microsoft 365 VIP Plan:
✔️ Four one-on-one working sessions (1.5 hours each, scheduled weekly)
✔️ Custom strategy + system design tailored to your role or firm’s operations
✔️ Hands-on training with SharePoint, OneDrive, Teams, Planner, and more
✔️ Recordings of each session to revisit anytime
✔️ Session recaps with timestamps and notes
✔️ Actionable items list to keep progress moving between sessions
✔️ Unlimited email support during the 4-week program
✔️ Final deliverable: a functioning case management system and workflows
BONUS ITEMS:
✔️ Access to the Arrow's Microsoft Lists templates for indexing case data
✔️ Early-bird invitations to future Microsoft 365 webinars and digital courses
✔️ Founding Member status of the Microsoft 365 Accelerator Community
REAL VALUE
REAL RESULTS
Total Estimated Value: $6,800
Let's Talk First
The Microsoft 365 VIP Plan is high-impact—but only when it’s the right fit. That’s why a consultation is required before we begin.
To get started, simply fill out the consultation request form below. Once I review your submission, I’ll personally reach out via email to:
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Confirm your request
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Answer any quick questions
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Provide a private scheduling link to book your consultation
No pressure. No fluff. Just a chance to explore whether this program is the right fit for you or your team.
If everything aligns, we’ll take the next step together.
Frequently Asked Questions
Before we dive in, let’s clear up a few things...
I know committing to a 4-week plan is a big decision—especially when your to-do list already feels a mile long. That’s why I’ve pulled together some of the most common questions I get about the Microsoft 365 VIP Plan. If you’re wondering about tech requirements, who it’s for, or what happens after it ends—you’re in the right place.
Still have questions after this? Just mention them when you fill out the form. I’ve got you.
Q: Do I need to be tech-savvy to benefit from this plan?
A: Not at all. You bring your legal expertise—I’ll guide you through the tech. This is hands-on and designed for non-IT professionals. If you can use Outlook, you can do this.
Q: Is this program just for paralegals?
A: Nope! It’s perfect for paralegals, attorneys, operations managers—anyone in a legal practice who wants to learn more and work smarter with Microsoft 365.
Q: What version of Microsoft 365 do I need?
A: You’ll need a Business Standard license (or higher) and a some permissions within your tenant. If you’re not sure what that means, don’t worry—I’ll walk you through it during the consultation. Bottom line, you need permission to create SharePoint sites and permission to adjust the settings for SharePoint sites in the main Microsoft 365 Admin Center.
Q: What if I’m a solo or small firm—will this still help?
A: Absolutely. This plan is especially powerful for solos and small teams because you can build systems that scale with you. You’ll save time, reduce overhead, and set yourself up for sustainable growth. For solo practitioners, it's vitally important that we create systems that foster efficient workflows.
Q: What if I need more help after the 4 weeks?
A: You’re covered. I offer additional support options and services after the VIP Plan ends, and we can talk through those based on your needs. If you’d like to continue working together, we can explore options to extend the plan. Extensions are handled on a month-to-month basis under a new agreement.
Q: What if I don’t know which Microsoft apps I need?
A: If you have a Business Standard license (or higher), you'll have all Microsoft 365 apps needed for the VIP Plan. Additional licensing may be required based on your needs. For example, if you want to implement a document automation workflow, you'll need a P1 Power Automate license. Of course, we can discuss this more thoroughly during your free consultation.
Q: Can I include a team member in the sessions?
A: Yes! If you want another team member to attend the sessions with you, just let me know during your consultation and we’ll coordinate. Just remember that only one person at a time can share their screen. For this reason, I do not recommend more than two people attend the VIP Plan sessions.
Q: What’s the refund policy?
A: Due to the time and resources reserved for each VIP Plan participant, no refunds are provided once the service agreement is signed. Please be sure the plan is right for you during the consultation—we’ll talk through everything before you commit.
Q: How do I schedule my sessions?
A: You’ll receive a Microsoft Bookings link after your agreement is signed and payment is received. You can use it to self-schedule your four sessions at times that work best for you.
Q: What happens if I miss or need to reschedule a session?
A: Life happens! You can reschedule as long as you provide at least 24 hours’ notice. Just keep in mind that all sessions must be completed within the 4-week period, or the unused sessions will be forfeited.
Q: Are sessions recorded?
A: Yes—each session is recorded with your permission and shared with you for download and replay. Recordings are available for seven days, so be sure to download them if you want to keep them long-term.
Q: Can I share the materials or recordings with my team?
A: All training materials, templates, and session recordings are for your personal use only. Redistribution, sharing, or reselling any of the materials violates the terms of the agreement. However, if you are enrolled in the Microsoft VIP Plan on behalf of your organization, you can share the materials and/or recording with internal team members only.
Q: What kind of support is available between sessions?
A: You’ll have unlimited email access to me from Monday through Thursday, 10am–5pm CST. While I may not respond immediately, I always aim to get back to you promptly during business hours.
Q: Can I cancel the plan once I’ve started?
A: You're free to end the program early, but please note that early termination doesn’t result in a refund. Your spot and time were reserved just for you.
You've got the tools. Let's put them to work!
You don’t need another app. You need a system that actually supports the way you work. The Microsoft 365 VIP Plan is your shortcut to clarity, confidence, and custom solutions—built by you, for you, with an expert in your corner every step of the way.
If you're ready to spend less time fighting your tech and more time focused on what matters, let’s talk.
Once you submit the form, I’ll personally review your request and reach out via email with next steps and a link to book your free consultation.