About Office Integration

Legal Enterprise can connect to Word, Excel and Outlook in order to create documents native to these applications, which contain data extracted from Legal Enterprise. This is commonly known as Office Integration. It can also talk to Laserform and Oyez so that standard forms can be automatically populated too. As a result client-ready letters, spreadsheets, emails and forms can be produced at the click of a button.

Another benefit of Office Integration is the ability to synchronise your Legal Enterprise tasks with your Outlook tasks. For example, tasks created in Legal Enterprise can automatically appear in Outlook and changes made at either end are synchronised automatically (or manually if you prefer). This is particularly useful if you spend a large proportion of your time using email.

To facilitate Office Integration, a number of settings are available to control the behaviour between the different software. Some of these must be configured in order for the integration to work and some are optional so you can tailor the behaviour to your working practices. In addition, specific toolbars are automatically installed into the Word, Excel and Outlook so that Office Integration functions can be performed.