With harmon.ie, Moody Law Group Manages Complex Real Estate Deals Directly in Outlook

Moody Law Group is a busy law firm, whose small, productive team is working on numerous commercial real estate transactions at any given time. Deals are negotiated and closed primarily through email correspondence, and tens of thousands of emails are sent and received every year. Managing Attorney John S. Moody Sr. and the legal team are navigating through a constant stream of documents, from sales and purchase agreements to lease and loan documents, all exchanged via email. Maintaining order amidst the daily influx of information is critical, yet under these circumstances, also very challenging. The firm operates Microsoft 365 and Outlook, and documents are stored on SharePoint. Moving manually between Outlook and SharePoint every few minutes was proving to be cumbersome and was taking a toll on productivity.

As Moody Sr. explained, “We spend all day, every day, on email.” The Moody team needed an effective solution to manage documents in SharePoint directly from Outlook.

Moody Law Group decided to adopt harmon.ie, the integration tool for M365 that enables users to save, attach, and organizedocuments, attachments, and emails into SharePoint from Outlook. The harmon.ie pane sits directly in Outlook, providing seamless visibility and access to SharePoint folders and files without having to navigate outside of the email interface.

The Moody Law firm has a long-standing document ‘architecture’ for various types of deals and transactions, such as sales, leasing, and loan agreements. Each real estate deal has its own dedicated folder and subfolders in SharePoint, where documents, correspondence, and other attachments are saved and organized. For example, the ‘closing binder’ is a folder that contains all the documents that were signed at the closing of a deal.

With harmon.ie, the Moody legal team gains effortless access to this complete SharePoint hierarchy, enabling them to find relevant folders and documents in an instant, all while remaining inside Outlook. With a simple drag-and drop, the team can save a document from an email to the relevant SharePoint location, or attach a document from SharePoint to an email, directly from their inbox, saving precious time and making document management so much simpler.

“The functionality is great. My team and I are always in Outlook, and we’re dragging documents into folders all day long with harmon.ie. I love the way harmon.ie interacts with SharePoint. That’s how our law practice works.” John S. Moody Sr., Managing Attorney, Moody Law Group

Since integrating harmon.ie into their workflow, Moody Law Group has enjoyed a significant improvement in efficiency and organization. With the ability to save documents directly from emails to SharePoint with just a click or drag-and-drop action, the legal team saves valuable time and effort previously spent navigating between Outlook and SharePoint. The right-click “See version history” feature provides valuable insights into document lifecycles, streamlining navigation and management of a seemingly endless number of emails and documents.

harmon.ie’s compatibility with Outlook and SharePoint, together with its intuitive functionality and simplicity, have made it an indispensable tool for Moody Law Group's day-to-day operations.

Moody Sr. makes it clear: “harmon.ie allows our legal team to ‘live’ in Outlook, which is where our deals are negotiated and worked through. This is a product that I use every single day, all day. It’s made our lives so much easier.”