Legal & compliance / Microsoft 365
Legal & Compliance Process Digitalization
Structure contract information, review steps and deadlines in a controlled working environment.
Participants
Who it is for
Legal directors, corporate counsel and compliance officers.
Illustrative exercise
Tracking contractual obligations
Structure a contract register, access requirements and key dates to prepare renewal alerts.
The practical exercise and prerequisites are agreed with your organization during scoping.
Learning Objectives
Map a legal or compliance process; organize records and access by confidentiality needs; configure deadline reminders and prepare a reporting exercise.
Main Topics
Contract validation, renewals, disputes and regulatory monitoring; contract libraries and dispute registers in SharePoint; deadline alerts, review, signature and renewal notifications with Power Automate; contract portfolios, disputes and compliance indicators in Power BI.
Practical Learning Outputs
A process map; a contract-library exercise in SharePoint; a deadline-alert exercise; a legal reporting dashboard exercise; a 30-day action plan.
Three days, one practical progression
- Day 1
Understand
Map the process, responsibilities and points of friction.
- Day 2
Build
Structure SharePoint information and configure an automated workflow.
- Day 3
Operate
Develop reporting and prepare a 30-day action plan.