During a recent one day introduction course to Office 2010 in Leeds, I started thinking how much work Legal IT providers are going to have to put in to really get their products to integrate successfully with Microsoft’s latest offering. The reason is Microsoft have clearly put a lot of thought into Office 2010 in terms of usability. Once you’ve adjusted to using the ribbon interface, you realise that things are exactly where you need them and that a lot of things you want to do that were previously multi clicks have been made much slicker.

Naturally my initial thoughts were about DMS (Document Management System) integration, after all this is more or less a standard add-on to Office in law firms. During the day I started to scribble down some questions in my course notes and I’ve bullet pointed a few of these below. These are areas where I think the integration of a DMS and Office has to be really slick (I’m ignoring the obvious Open, Save dialogues). It’s not aimed at any particular DMS providers solution (in fact I haven’t seen any of them running in Office 2010 yet) it’s more a general view of where I think integration has to happen well.

• First off the new Office “backstage” page, particularly in Word, Excel and PowerPoint. There are numerous places where integration needs to happen here.
  • The Recent tab – the DMS surely must replace the Recent Documents, Recent Workbooks, Recent Presentations list with the recent documents from the DMS (filtered by the Office application you are in). Also the Recent Places has to be replaced with recent folders or the Matter file in matter centric DMS’s surely.
  • The Info tab – an obvious place to pull in the DMS profile information of the open document from the Document Management System. Also “Permissions” on this page is calling to be replaced by or integrated with the DMS security options.
  • Versions – you’ll also see this on the “Info” tab and this is Microsoft adding to the confusion with what they call file versions (or if you want a true description its the saving a document that you might want in case you close it without saving feature!). The DMS providers will need to factor in the terminology to avoid confusion. Ideally they will also want to factor in the new functionality available here as the feature is a useful one!

Within Outlook there are a number of challenges for those DMS’s that handle email (which is most now as this is a big part of the electronic file)

• The Conversation thread – Outlook now shows all parts of the conversation grouped together, even if some of the emails in the thread are stored in sub folders. What will happen if some emails in the thread are filed in the DMS? I think this will be a popular view in Outlook 2010 and so some thought will need to take place of how this will work with an integrated DMS.
• The attachment preview tab in emails – this needs to function if the attachment is a DMS link doesn’t it?

I’ve picked on DMS providers, but the same goes for comparison tools, PDF creation tools, template management systems etc. They need to work within the new Office interface in a way that is seamless to the lawyer, rather than feeling as though it is a bolt on to the Office product. So for example a compare tool needs to be where I’d expect, in the Review section of the ribbon in Word. A template management system would integrate perfectly in the New tab in the “backstage” page.

As I mentioned in an earlier post, the new generation of lawyers will start to demand better software. Software that works like an application on a smartphone with an interface designed to make things easier! If legal IT providers don’t think about their integration with Office 2010 they’ll stand out like a sore thumb (and probably give the lawyer as much grief as one too!)