Manage your legal matters, invoices and document in the Microsoft Office Suite

With Office Companion, your teams will enjoy:

  • An easy-to-use, intuitive solution for all members of your legal or claims department
  • Streamlined matter workflows with access to all documents, emails, people, events, and tasks directly within Office
  • Quick and efficient legal invoice review, right inside your inbox
  • Enhanced collaboration with legal service providers to improve processes and communications
  • Reduced IT costs with easy deployment and centralized administration

Spend and matter management workflows directly in Office


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Manage all your matters and invoices, including emails, documents, narratives, calendars, events, tasks, and contacts.

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Simply drag and drop emails, documents, and other attachments to and from their corresponding matters in seconds.

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Review, adjust, approve, and reject invoices with comments, reason types and supporting documentation right from your inbox.

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Preview invoice fees, expenses, discounts, and adjustments, or dive deeper into details for each invoice from one preview pane.

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View invoices in multiple currencies, preferred currency, and currency submitted.

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Documents and files are opened directly in their associated Office application for viewing and editing with convenient check-in and check-out functionality.

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Managing information in today's digital workplace can be challenging for professionals


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Access 4+ systems daily to do their job

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Spend 1.5 hours searching for information every day

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Only 50% of the time, they find what they need

1.2 billion users spend 60% of their time in Microsoft Office. So, it only makes sense to work where you want to work: directly in Microsoft Office using Outlook, Word, Excel, and even Powerpoint.

Manage legal workflows in Microsoft Office

“This is the single most innovative idea in the legal software space.”


- Fortune 500 Passport Client

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