Practice management built inside Microsoft 365
Proserus Legal is practice-management software for US law firms that already use Microsoft 365. Each matter gets its own SharePoint site, and a Team if you want one. Your documents, email and calendar stay in your firm's own Microsoft 365 tenant. Matters, conflicts, time, billing and trust accounting live in one place, and everyone signs in with the Microsoft account they already have.
What stays in your tenant, and what we host
Documents, email and calendar stay in your Microsoft 365 tenant. Practice records (matters, time entries, invoices and trust ledgers) live in a database we host, kept separate for each firm, with US-only processing. We also hold the text passages the AI search uses and any litigation archives you create. Our DPA and subprocessor list are public, and a BAA is available on request.
Sign-in with Microsoft Entra ID
Users sign in with Microsoft Entra ID. There's no separate password database. Your tenant's multi-factor and conditional-access rules apply as they are, and removing someone in Entra ID ends their access.
What it covers
- Matters, conflict checks and intake
- Time, billing and invoices
- Trust accounting with reconciliation
- Calendar sync, documents and reports
- A client portal
- A Teams app and an Outlook add-in
AI a lawyer reviews
The AI assistant drafts and suggests: missed time, deadlines, pre-bills. A person accepts every suggestion, and every AI action is recorded so it can be reviewed. It isn't legal advice. The firm sets how much the AI may do, and can use its own AI provider key.
Who installs it
A Microsoft 365 admin approves Proserus Legal for the firm’s tenant. If an IT provider manages your tenant, they can do it.