Microsoft Teams is a business leader in online/video meetings and is used daily by 75+ million users. Teams is included with all Microsoft 365 Business Plans and LawTap is a Microsoft Partner.
The LawTap Microsoft Teams (MT) connecter automates booking Microsoft Teams video appointments on LawTap from start to finish. LawTap automatically generates unique Microsoft Teams meeting details for each appointment.
In this article, we take you through the process of using Microsoft Teams in LawTap and provide instructions on how to connect to Teams, add Microsoft Teams Video appointment types, book Microsoft Teams Video appointments and disconnect from Microsoft Teams.
To learn more about the benefits of connecting LawTap to Microsoft Teams, see https://lawtap.com/integrations/microsoft-teams.
Requirements
LawTap Lawyer account; and
Microsoft Office 365 Business or Enterprise subscription with Microsoft Teams enabled.
Note! Each lawyer needs their own Microsoft Teams account.
Connecting LawTap to Microsoft Teams Video
Note! This is a one-time process that needs to be done by, or on behalf of, each lawyer in the firm. Microsoft Teams accounts cannot be shared by multiple lawyers!
To connect LawTap to Microsoft Teams:
Select Integrations in the top bar.
In Microsoft Teams Video, select Connect to Microsoft Teams.
Follow the instructions on the Microsoft website to finalize the connection.
You will be returned to LawTap, where the "Successfully connected to Microsoft Teams" notification displays.
Adding Microsoft Teams Video appointment types
After you have connected LawTap to Microsoft Teams, the Microsoft Teams Video appointment type is automatically available for selection as appointment type.
Microsoft Teams Video appointments are created in the same way as any other appointment type.
See Adding and managing appointment types for your law firm as a practice manager for full instructions on how to add new appointment types.
Note! The Microsoft Teams Video appointment type will only display in the Select Appointment Type pick list in the firm and individual lawyer profiles after the lawyer has connected LawTap to their personal Microsoft Teams account.
Booking Microsoft Teams Video appointments
Microsoft Teams Video appointments are booked in exactly the same way as other appointment types. See these articles for full instructions on how different personas book appointments on LawTap:
Disconnecting LawTap and Microsoft Teams
To disconnect LawTap from Microsoft Teams:
Select Integrations in the top bar.
In Microsoft Teams Video, select Disconnect.