Donna365
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AI-assisted legal workflow and dashboard interface for Donna365
Design partner cohort now opening

The Microsoft-native
legal operating system

Donna365 turns Microsoft 365 into a disciplined legal operating system:
matters, workflow, documents, research, reporting and governed Donna AI for Australian firms ready to launch a stronger way of working.

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Made for Australian firms

Built by lawyers, for lawyers.

Donna365 starts from the way legal work actually moves: intake, deadlines, documents, review, client communication and the constant need to know who owns the next action. It is legal operations discipline, built into Microsoft 365 rather than bolted on beside it.

AU
Australian-owned and shaped around local small-firm reality.
365
Designed for firms already working in Outlook, Word, Teams and SharePoint.
AI
Matter-grounded assistance with explicit lawyer review.
  • Built from legal operating pain: intake drag, document sprawl, invisible deadlines and unclear ownership.
  • Designed for principals and practice managers who need control without walking the floor.
  • Practice-pack rollout keeps the first launch focused, useful and measurable.
Meet the founders Founder-led - Australian-owned
Donna365 Microsoft-native legal dashboard showing matter workflow and AI-assisted work
Founder-led build
Matter work, governed AI and reporting in one operating model.

The launch release is being shaped around real Australian firm workflows, not generic productivity theatre.

Built on Dataverse · SharePoint · Teams · Outlook, inside your Microsoft 365 tenant

SharePoint SharePoint Microsoft Teams Microsoft Teams Outlook Outlook Word Word Microsoft Azure Microsoft Azure Windows Windows Apple Apple Android Android
Services

One legal OS.
Eight jobs.

Donna365 is not a PMS add-on and not a standalone AI assistant. It is the operating system for the firm: matter management, workflow, documents, legal research, persistent Donna AI, reporting, analytics and governance in one Microsoft-native layer.

Donna365 matter task board inside Microsoft Teams
Process

Thirty days.
One practice.

Kick-off

Discussion and demo complete. Practice pack confirmed. Champion group named. No six-month change programme.

Step 1 · DAY 0
1 /5

Tenant onboarding

Entra ID, Dataverse and SharePoint provisioned inside your tenant. Your IT keeps control throughout.

Step 2 · WEEK 1
2 /5

Practice-pack install

Templates, forms and workflows configured against your firm's existing precedent library.

Step 3 · WEEK 2
3 /5

Champion training

Practice manager plus two fee earners run live matters. The founder team works with the champion group throughout.

Step 4 · WEEK 3
4 /5

Firm-wide go-live

The rest of the practice follows the champion group. Founder team accessible throughout.

Step 5 · WEEK 4
5 /5
Benefits

Why principals switch to Donna365

The launch promise is practical: fewer disconnected systems, clearer matter ownership, governed AI inside the work, and evidence principals can trust before rollout.

Donna365 dashboard showing matter workflow, AI review and reporting
Launch operating model

Matter control, AI assistance and reporting in one Microsoft-native workspace.

Donna365 gives principals a live view of intake, deadlines, document activity, AI review and exceptions without forcing the team out of Outlook, Word, Teams and SharePoint.

01 Stack consolidation

Replace the fragmented stack

Donna365 replaces the operating role of disconnected PMS, document, workflow and AI tools with one Microsoft-native legal OS.

  • Matter intake, documents, tasks and reporting stay connected.
  • Migration can be phased without accepting permanent fragmentation.
  • The destination is one workspace the whole firm can understand.
  • The firm's data stays inside its own Microsoft 365 tenant.
  • Fewer systems means fewer places to check for matter status.
One operating layer
02 Donna AI

Governed AI, by construction

Donna works persistently inside matters (drafting, summarising, researching, triaging and surfacing exceptions) without auto-sending external communications or training on customer content.

  • Matter-scoped sources support each output.
  • External communications are not auto-sent.
  • Prompt, source, output, reviewer and time can sit in the matter trail.
  • Customer content is not used to train any external AI model.
Lawyer review remains explicit
03 Risk workflow

AML/CTF readiness support

Part B beneficial-owner capture, KYC checkpoints and source-of-funds prompts can be built into intake so the firm has a clearer evidence trail. Compliance remains the firm's responsibility.

  • Use practice-pack prompts for consistent collection.
  • Surface missing information as an exception.
  • Compliance remains the firm's responsibility.
  • Intake evidence can be reviewed if a regulatory question arises.
Evidence captured at intake
04 Local rollout

Australian by design

Australian-owned and Australian-shaped, built for the regulatory and cultural reality of small AU firms, not a US product retrofitted for this market.

  • Built around local legal operating pain.
  • Designed for small teams, principals and practice managers.
  • Launch cohort feedback shapes the rollout.
  • Direct access to the founding team throughout the rollout.
  • Practice pack defaults reflect local operating norms.
  • Support is provided from within Australia throughout the rollout.
Founder-led launch cohort
Features

What Donna365 replaces

Matter management & intake

Structures enquiries into a draft matter record, suggests the practice pack, prepares the conflict check and flags AML risk. A 40-minute back-and-forth becomes a 12-minute confirmation.

Documents, drafting & precedents

Letters, advice notes and court documents drafted in Word from matter sources only. Every paragraph cited, nothing sent without a recorded lawyer review.

Persistent Donna AI

Always-active matter AI that reads permissioned matter material, summarises, researches, proposes next actions and watches for operating exceptions.

Donna365

Legal research & case intelligence

Research support, source-grounded answers, case overviews and argument support alongside the firm's own matter knowledge and precedents.

Workflow automation

Practice-pack workflows with owners, deadlines, review checkpoints and automation that works where the team already lives: Outlook, Word, Teams and SharePoint.

Reporting, analytics & visibility

Principal dashboards for workload, deadline-risk and utilisation. Practice-manager exception reports that write themselves. Stop walking the floor.

Tools

Microsoft gave you the surface. Donna365 gives you the legal OS.

Outlook, Word, Teams and SharePoint are excellent productivity tools. They were never a complete practice-management, research, workflow and AI system.
Donna365 adds the structured legal operating layer and persistent Donna AI that replaces the fragmented stack.
Book a Demo
Demo agenda

What your demo will cover

In a short founder-led call, we show Donna365 in action and map where it could improve intake, workflow, documents, AI governance and reporting for your firm.
INTAKE TO MATTER OPENING · WAS 40+ MIN
12 MIN
ADMIN LOAD REDUCTION TARGET
38 %
BILLABLE CAPTURE OPPORTUNITY
22 %
ROLLOUT TIME IN WEEKS
1 WEEK
Trust signals

Trust signals that hold up in the room

Launch-day buyers need more than confidence language. These signals anchor Donna365's product story in official Microsoft and AUSTRAC guidance, with clear boundaries around what the platform is designed to support.

01 Microsoft tenant-first

Built around the stack firms already govern

Donna365 is designed around Outlook, Word, Teams, SharePoint, Dataverse and Entra ID, keeping matter work close to existing identity, permission and administration controls.

  • Dataverse supports role-based security and audit logging for customer-record changes and user access.
  • Power Platform data policies give administrators governance controls over connector use.
Microsoft Learn: Dataverse auditing Microsoft Learn: Power Platform data policies
02 AI data boundaries

A stronger answer on model training risk

For Azure OpenAI and Foundry models sold by Azure, Microsoft documents that prompts, completions, embeddings and training data are not used to train foundation models without permission or instruction.

  • Donna365 is designed to keep outputs matter-grounded and reviewer-approved.
  • External communications are designed to remain human-approved, not auto-sent.
Microsoft Learn: Azure AI data privacy Microsoft Learn: Data, privacy, and security for Azure OpenAI
03 AML/CTF timing

Designed for the July 2026 readiness window

AUSTRAC states AML/CTF law extends from 1 July 2026 to certain services typically provided by lawyers, conveyancers, accountants and other tranche 2 entities.

  • Intake can prompt for KYC, beneficial-owner and source-of-funds information.
  • Missing information can surface as an exception with a clearer evidence trail.
AUSTRAC: Check if you may be regulated AUSTRAC: Tranche 2 factsheet
04 Audit-ready matters

Review evidence belongs inside the matter

Donna365 is designed to capture matter state, AI prompts, sources, outputs, reviewer decisions and timestamps so principals can see what happened without reconstructing work from inboxes.

  • Microsoft 365 audit logs record many user, admin and application activities, subject to tenant configuration and licensing.
  • Dataverse audit logs can support record-level review where enabled.
Microsoft Learn: Microsoft 365 audit log Microsoft Learn: Dataverse auditing

Trust signals are based on official public sources and Donna365 product design commitments. Compliance remains the firm's responsibility.

Launch Cohort

Launch cohort now opening

Six design partner places

A limited paid cohort for Australian firms that want founder-led implementation and real influence on the launch release.
Applications open
Design partner programme

Family law first

The first practice pack focuses on high-communication, document-heavy family-law matters where workflow control is easiest to see.
Launch wedge
Design partner programme

Discussion and demo next

Every serious enquiry starts with a founder-led conversation and product demo using one real workflow from your firm.
Next step
Design partner programme
Six design partner places
Family law first
Discussion and demo next
Commercial model

Launch access, with clear implementation scope.

Donna365 is opening a limited paid design-partner cohort before standard rollout. Pricing is structured around seats, implementation scope and practice-pack configuration, with Microsoft licensing kept customer-side.

6 design partner places
One practice pack included at launch
Founder-led rollout
Microsoft licensing separate
Applications open

Design Partner Cohort

6 firms only
Software
A$320
per user / month
Implementation
Onboarding scoped per firm

2 to 200 lawyer Australian firms ready to shape the launch release around one real practice workflow.

Included

  • Direct founder access
  • One practice pack, fixed scope
  • Champion group training
  • Fortnightly roadmap input
  • Governance and review-trail setup

Commercial notes

  • Annual commitment
  • Reference rights by agreement
  • Microsoft licensing customer-side
Discuss the cohort
Post-cohort release

Standard Rollout

From Q3 2026
Software
A$340
per user / month
Implementation
Implementation scoped per firm

Firms that want the repeatable Donna365 launch path after the design-partner cohort.

Included

  • One practice pack at launch
  • Australian-hours support
  • Principal dashboards
  • AI review trail and export commitment
  • Annual upgrade roadmap

Commercial notes

  • Additional practice packs from A$10K
  • Customer-managed-key option available
  • Microsoft licensing customer-side
Book a demo
Very large rollouts

Firm-Wide

Tailored
Software
Contact us
tailored proposal
Implementation
Scoped after workflow review

Very large or multi-practice rollouts that need firm-wide governance, reporting and delivery across many practice groups.

Included

  • Multiple practice packs
  • Firm-wide dashboards and exception reporting
  • Governance workshops
  • Priority founder-led delivery
  • Quarterly governance reviews

Commercial notes

  • Scope confirmed by proposal
  • Data migration priced by complexity
  • Microsoft licensing customer-side
Contact us
Not included by default

Scope stays explicit before proposal.

  • Microsoft 365, Copilot, Power Platform and Azure licensing or usage costs
  • Historical data migration beyond agreed launch scope
  • Additional practice packs, integrations or custom reporting outside proposal
  • Regulatory compliance responsibility, which remains with the firm
FAQs

The questions principals
actually ask

For firms that choose that path, yes. Donna365 is designed to take on the operating role of practice management, intake, workflow, documents, client communication, reporting, governed AI and legal research inside one Microsoft-native layer. Firms already using another PMS can phase adoption while they decide what should stay, integrate or retire.
Donna365 is designed around your Microsoft 365 tenant as the work surface, using Dataverse as the structured matter spine and SharePoint for documents. Deployment and region settings are confirmed during onboarding. The operating model is built around your firm’s identity, permissions and data controls, without training AI on customer matter content.
Donna is persistent and matter-grounded: drafting, summarising, triaging, researching, proposing next steps, preparing time entries and surfacing exceptions for lawyer review. Donna is designed not to auto-send external correspondence, read outside permissioned matters, or operate outside the matter review trail. Every output should be reviewable with provenance.
The launch model targets 30 days for one practice pack, with a named champion group of 3–5 people. We keep year-one scope disciplined so delivery stays repeatable. Additional practice packs are scoped separately. If a firm needs a heavily bespoke enterprise rollout, we will be direct about fit before taking the engagement.
Donna365 can build Part B beneficial-owner capture, KYC checkpoints, source-of-funds prompts and audit trails into the intake workflow. Compliance remains your firm’s responsibility; Donna365 helps make the operating evidence clearer and more repeatable.
The operating model is designed around customer-controlled Microsoft 365 data. Contract terms should include a data-export commitment for workflow configuration, review trails and reporting data in standard formats. We expect firms to stay because the product earns it, not because exit is painful.
Contact

Book a discussion and demo.

Bring one real workflow and we will show how Donna365 can support matter work, governed AI, reporting and rollout inside Microsoft 365.

  • See the product flow, not a generic slide deck.
  • Talk through your firm size, practice area and current bottleneck.
  • Discuss design-partner fit, rollout path and next steps.
Discussion and demo

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