Client Facing Tools in Your MS 365 Subscription (2/18/26)

If your firm is paying for the Microsoft 365 Business subscription but only using the standard applications like Word, Outlook, Excel, PowerPoint you are missing out! In this program we will explore client facing tools that can help you communicate, collaborate, and interact with clients, outside counsel, and others outside of your firm or organization. Your subscription comes with products like Forms, Bookings, Stream, Sway, SharePoint, and more. Learn more about how you can remove administrative burdens and make working with clients and outside parties easier and more efficient. Join us to learn practical strategies for leveraging these tools to enhance client service and improve productivity without spending a dime beyond your existing subscription.

Speaker:
Catherine Sanders Reach, Director of the Center for Practice Management, North Carolina Bar Association

To confirm you are ready to participate in an on demand webcast, please take the browser test here: http://eventcenter.commpartner...

Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.