Microsoft Office add-ins for law firms

Current templates and matter data, right where documents are drafted.

A lawyer opens Word, finds a template in a folder, client details in another system and an agreed clause in an email. We connect those sources through an Office add-in so drafting starts with the right information.

Discuss an Office add-in Explore the scope

An initial conversation without obligation. Scope and cost agreed before work begins.

Your firm

When lawyers need functions inside their documents

Scattered clauses

Approved wording needs to be available where agreements are drafted.

Repeated data entry

Staff copy information from a matter system or questionnaire into templates.

Constant switching between tools

Documents and emails need to be assigned to matters or analysed in a separate application.

Service scope

Functions that can form part of an add-in

We start with one recurring document or task: where its data comes from, who approves the wording and where the finished file belongs. Those decisions define the add-in.

Clause and template libraries

Find and insert approved wording with defined versions, owners and team access.

Document generation

Populate templates, select variants and identify missing fields using rules supplied by your firm.

Matter-system connections

Retrieve data, save files or assign correspondence, subject to available interfaces.

AI in a side panel

Assist with document review or information retrieval. Data flows and result verification have their own agreed scope.

The first stage and beyond

A template, a document automation product or a custom add-in?

The right approach depends on your documents and workflow. Not every drafting task needs custom development.

Office template

For consistent structure and fields, an organised template may be enough.

Document automation product

For standard generation workflows, we assess available products, costs and data export.

Custom add-in

For connections to matter data, internal libraries or workflows that an existing product cannot support.

How we work

From the first conversation to the agreed result.

Select the task
Describe the Office workflow and versions used by your team.
Confirm feasibility
Check interfaces, organisational policies and distribution options.
Build and test
Develop functions and test them with users on agreed documents.
Roll out
Deploy through the selected installation method and agree update arrangements.

A function specification and supported platform matrix
A working add-in with agreed integrations
Installation and workflow tests on target platforms
User and administration instructions

How we test the workflow

We test specific versions and sample documents, including content insertion, permissions, failures and installation. Feature availability is confirmed separately for supported platforms.

We do not assume identical functions on Windows, macOS and the web. Supported platforms are confirmed first. A template or existing Office feature may be sufficient for some tasks.

Budget and billing

Price depends on functions and supported platforms

A single-purpose add-in differs from a connected panel with AI and multiple workflows. The quote includes platform testing, installation and any required backend.

Built around legal work

Confidentiality shapes how we work.

We define what the add-in reads and whether data needs to leave the document. Source permissions, authentication and API processing are designed for the specific function. Running inside Word does not mean all processing is local.

FAQ

Before we get started

Will it work on Macs?

We check required functions against target versions and platforms before confirming support.

Does document content leave Office?

That depends on the architecture. We explain which functions run in the application and which require a backend or external API.

Can we use existing templates?

Yes, after checking their structure and rules. Your firm identifies current materials and approves changes.

How is the add-in installed?

Distribution is selected for your environment and administration policies. Installation is tested before rollout.

Does an add-in need AI?

No. Clause libraries, data retrieval and document generation can work using defined rules. AI is added only for an agreed purpose.

Contact

Start with a conversation

Describe the task, Office application and versions your team uses, including Windows, macOS or web access.

Working hours

Monday – Friday, 9:00 – 18:00 (CET)

Working across jurisdictions

We support clients in cross-border projects, in Polish and in English.

Get in touch with us

You do not need a specification. Tell us what you need help with.