Using Microsoft Teams for Project Management of Litigation Files (LEG00362)

Overview

Delivery method

Virtual classroom

Duration

1 hour

Audience

Legal Professionnals

Description

Please note that this course is open to Justice Canada legal professionals only (lawyers, notaries who are members of the Chambre des notaires du Québec and paralegals).

This 1 hour session is designed for counsel, paralegals and legal assistants who want to use Microsoft Teams more effectively to manage litigation files and long term legal projects.

Using a practical, litigation focused example, the session will demonstrate how to structure Teams to support your day to day work, reduce email volume, and improve collaboration on complex documents.

This session is ideal for litigation teams looking to standardize how they use Microsoft Teams to manage files, streamline communication, and support more efficient collaboration across roles.

Learning Objectives / Topics covered

By the end of the session, participants will be able to:

Set up file/project specific Teams and channels

• Create a dedicated Team for each major case or project.
• Add and use channels (e.g., General, Pleadings, Discovery, Correspondence) to keep conversations and files organized by topic.

Collaborate on documents in real time

• Edit complex legal documents directly in Teams without downloading or leaving the application.
• Use integrated libraries to avoid email chains and duplicate versions.
• Apply basic permission settings to protect sensitive files and understand how finalized documents can be moved to LEX.

Track tasks and responsibilities

• Use Microsoft Planner and calendar within Teams to assign tasks, set deadlines, and track milestones.
• Increase accountability and visibility for counsel and support staff on litigation steps and deliverables.

Centralize communication for each matter

• Keep all matter related discussions in Teams posts and chat, rather than scattered across individual email inboxes.
• Understand how Teams can function as a running matter file where content remains available for the life of the case or long term project.

Client: National Litigation Sector in collaboration with the Centre of Expertise for Learning and Professional Development (CoELPD).

Registration deadline: 5 working days prior to the course date.

Participants are responsible for adding their training activities to their Outlook calendars.

Cancelling your registration: Simply log into your JUScampus account and select "Unregister" from this event page.

Accommodation Measures: The Department of Justice is committed to an inclusive, barrier-free learning environment. If you need workplace accommodations to fully participate in this training, contact your manager or the Centre for Workplace Access-Ability, Health and Wellness (CWAHW). Please note, the CWAHW requires at least 72 hours to respond.

Please contact the Centre of Expertise for Learning and Professional Development (CoELPD):

• For training material, at least 5 business days before the training session if needed in advance.
• To flag any other requests or accommodations needs, at least 10 business days before the training session.
• For more information or if you have any issues with this course.

For information about the continuing professional development (CPD) hours for this course, please consult the 2026 Accreditation Summary.

If you have questions concerning the accreditation process, please contact our accreditation team by email (Accreditations@justice.gc.ca).