Why we built Donna365: the legal operating system inside Microsoft 365

Most small and mid-sized law firms do not fail for lack of another database. They fail operationally: work trapped in inboxes, delegation by memory, follow-up by accident, AI experiments running unsupervised in the background.

For nine months I sat alongside three Australian principals and watched the same pattern repeat: matters opening five different ways, reporting reconstructed every fortnight, founders working Sundays because they were the firm’s only control system.

What Donna365 is

Donna365 turns Outlook, Word, Teams and SharePoint into one disciplined operating system for matters, workflow and governed AI. One operating layer, four jobs, inside the Microsoft 365 tenant your firm already runs:

• Intake to matter: practice-pack forms with conflict, KYC and AML capture, in twelve minutes.
• Workflow discipline: stages, owners and deadlines surfaced in Teams and Outlook.
• Matter-aware AI (Donna): drafts and summarises inside the matter, never auto-sends, fully audited.
• Live visibility: principal dashboards and exception reports that write themselves.

The rules are the product

In legal AI, the refusals matter more than the features. Donna is lawyer-in-the-loop by construction, matter-scoped by construction, and auditable by default. No auto-send. No internet retrieval. No training on your matter content.

Where we are

Donna365 is being shaped around the first practice-pack wedges: family law, conveyancing and Wills & estates. We don’t run free pilots. Design partners are paid, scoped, referenceable where agreed, and committed to a real implementation process.

If the firm depends on you remembering everything, the firm has a cap. Donna365 is how you lift it.

Christian Bolog, Founder