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JTA Law, SharePoint Matter Management

A SharePoint document and matter-management platform for an Australian law firm.

  • SharePoint
  • Microsoft 365
  • Power Platform
JTA Law, SharePoint Matter Management, screenshot

The challenge

The firm’s documents and matter files were spread across drives and email, slow to retrieve, hard to version reliably, and difficult to apply retention to, which is a real risk in a regulated profession.

What we built

We designed and built a SharePoint-based platform on Microsoft 365: structured matter workspaces, metadata-driven document libraries, version history, permission-trimmed access and retention policies, so every matter has one governed home.

The outcome

Faster, more reliable document retrieval, controlled access and versioning, and a defensible retention model, built to scale as the firm grows.