LegalServer Documents vs. SharePoint Integration
LegalServer Document functionality continues to improve.
Document editing in LegalServer natively is available via a free integration with Microsoft Office for the Web Integration. This requires users to have an existing Microsoft license. We also offer a separate SharePoint Integration that has your documents stored there instead.
Key Feature Comparison:
| Feature | LegalServer (using Office for the Web) | SharePoint |
|---|---|---|
| Edit documents in place | Yes | Yes |
| Create Word and Excel files | Yes | Yes |
| Collaborative Editing | Yes | Yes |
| Storage Location | LegalServer | SharePoint |
| File Availability for Power Automate or other Microsoft Applications (including Desktop Applications) | No | Yes |
| Monthly Cost from LegalServer | No | Yes |
| Extra steps to edit documents uploaded by the Client or through certain blocks | No | Yes, since not all blocks save to SharePoint. Some Documents need to be pushed from LegalServer to SharePoint |
| Version History Readily Available | No | Yes |
| LegalServer Module Availability | All Modules that use the Document Treeview - Cases, Grants, Outreaches, Organizations, Projects, etc. | Cases only |
| Create PowerPoint, OneNote, Visio, or Clipchamp files | No | Yes |
| AI Summaries | Yes (requires AI subscription) | No |
| Transcriptions | Yes | No |
| OCR | Yes | Yes |
| Base Storage Included | 1TB | 1TB plus 10GB per license |