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SharePoint for Law Firms

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Greg Zelfond, SharePoint expert consultant

SharePoint Maven works with law firms and in-house legal departments to build out-of-the-box SharePoint Online environments that organize matter files, knowledge management, and firm operations.

Engagements are fixed-fee, delivered remotely by Greg Zelfond personally, and built using only out-of-the-box SharePoint features included in your existing Microsoft 365 tenant – no custom code, no third-party legal practice management add-ons, no separate licensing.

People Happy In Meeting

Why SharePoint Matters in Legal

Legal practices face document and matter management challenges that generic collaboration tools don’t address well:

  • Matter files are spread across email, network drives, document management systems, and individual attorney workstations – no single source of truth
  • Attorney-client privilege and ethical walls require permission models more granular than typical file-share setups support
  • Knowledge management (templates, briefs, motions, precedents) lives in individual attorneys’ heads or scattered folders – institutional knowledge walks out the door at every departure
Business Teamwork

What SharePoint Maven Does for Legal Clients

SharePoint Maven configures SharePoint Online to handle the document workflows law firms actually run on – matter-centric file organization, knowledge libraries of templates and precedents, ethical wall permission models, and internal firm intranets.

Every engagement is fixed-fee and uses only out-of-the-box SharePoint features included in your existing Microsoft 365 tenant. No custom code, no add-on legal practice management tools, no extra licensing beyond what your firm already pays for.

Group SharePoint training sessions for your employees

How Legal Organizations Use SharePoint

Matter-Centric Document Organization. Organize matter files by client, practice area, or matter type using metadata rather than nested folders. Find every document on a matter in one view; apply ethical walls cleanly when conflicts arise.

Knowledge Management Libraries. Capture firm precedents, brief templates, motion libraries, and form documents in structured SharePoint libraries. Attorneys find prior work in seconds – not by emailing colleagues or searching shared drives.

Firm Intranet & Administrative Documents. Centralize firm handbooks, HR documents, billing procedures, and IT resources. Practice groups and administrative departments get their own sites without losing the unified firm intranet.

Consulting Services

Hourly SharePoint Consulting services are ideal for clients who help troubleshooting their SharePoint platform

Hourly Consulting

Ideal for clients who need 1-2 hours of focused, in-depth help on SharePoint, Microsoft 365, or Teams. Live one-on-one screen-share sessions with Greg – no retainer, no minimum, and unused hours never expire. $350/hour.

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Our intranet SharePoint consulting services provide an out-of-the-box, customized solution for your company.

SharePoint Intranet

Fixed-fee, out-of-the-box SharePoint intranet implementations in 5-8 weeks. Includes a branded homepage, department sites, Teams integration, and admin and site owner training. Delivered personally by Greg – no subcontractors, no custom code, no third-party tools.

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My SharePoint document management consulting services will provide you with a setup built specifically for your company.

SharePoint Document Management

Fixed-fee SharePoint document management projects in 3-4 weeks. Replaces folder-based chaos with structured libraries, metadata, and search-friendly views – also dramatically improving Microsoft Copilot answer quality. Includes admin and end-user training. Out-of-the-box only.

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Icon Governance

SharePoint Governance Audit

Make your SharePoint Copilot-ready. I audit your tenant against 40+ governance parameters – permissions, external sharing, and site architecture, and deliver a written report with severity ratings and a remediation plan. Packages from audit to full governance plan.

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“Greg is the man on SharePoint, no doubt. He quickly points us in the right direction and helps us avoid pitfalls. He is right to the point and does not waste paid time. I really like his flexibility to act both as knowledge consultant and/or developer. His monthly blogs alone are worth the price of admission.”

Workforce Management Consulting Company
CA, USA

“Thank you for the hard work you put in to get our SharePoint / Office 365 system up and running. It has made our work so much easier and significantly more organized. You were such a fantastic asset and we can’t thank you enough.”

Nonprofit
Offices in the USA & Asia

“Greg was very helpful in offering an easy way of understanding the capabilities as well as the design possibilities of the site. He is very knowledgeable and easy to work with. Thanks again, Greg!”

Management Consulting Company
CA, USA

Common Questions About SharePoint for Legal

SharePoint for Legal FAQs

Services & Engagement

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