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Lupl x Microsoft 365 – Meeting Users Where They Work

Shreyas Sriram

Shreyas Sriram

Lupl M365 connection
In this article

    Most legal professionals have one or more Microsoft 365 applications open at any given time: whether that’s Outlook, Teams, or Copilot. That’s where requests arrive, dates get agreed, and questions pile up.

    The friction comes from shuttling those moments into your trackers: copy-paste the email, retype the deadline, go hunt a document link, switch tabs to check what’s due.

    Lupl’s 365 integrations remove that overhead so the work you do in Outlook, Teams, Copilot, and your calendar becomes part of each matter – without breaking your flow.

    Lupl’s Outlook Add-In: Turn emails into accountable work

    Whether you need to track tasks, delegate work, or review upcoming deadlines – you shouldn’t have to endlessly switch contexts to accomplish this. With Lupl’s Outlook Add-In, you can convert that message into a task on the spot – choose the relevant matter and task list, assign an owner, set a due date, and carry across context from the email body so nothing gets lost.

    Admins can deploy centrally from the Microsoft 365 Admin Center, and individuals can download from the Outlook App Gallery. Technically, the add-in is disciplined: it only has permission to read the currently selected email – never your whole mailbox.

    Additionally, each Lupl matter has a unique email address that can be used to forward specific emails into their matter channels – this method of information intake can drastically reduce the number of emails that land in team members’ inboxes.

    Lupl Outlook Calendar Sync: Keep your calendar honest

    If it’s not on the calendar, it doesn’t happen. Lupl’s Outlook calendar sync allows you to view tasks, key dates, and items directly into your Outlook calendar so you see your matter work alongside meetings without blocking your availability.

    You decide whether to sync everything or just specific matters, and you can filter by status or assignee. Under the hood, Lupl writes events to your calendar using secure Microsoft APIs, with permission only to put things into your calendar.

    Lupl for Teams: Keep conversations anchored to your work

    Chats should move matters forward, not create more homework after each call. Lupl for Teams lets you bring matters and tasks into each conversation, reference live items, and create / update tasks without leaving the channel.

    Colleagues see only what they’re entitled to see in Lupl, so sharing matter references in Teams is both convenient and safe. For daily stand-ups, staffing checks, or quick triage, it’s the easiest way to keep dialogue tied to owners, dates, and deliverables.

    Lupl Copilot Agent: Ask in plain English, act with context

    If your organization uses Microsoft 365 Copilot, Lupl adds a focused capability: you can ask Copilot questions that query data from matters you have access to in Lupl – such as, “What’s due this week?”, “Draft a status update based on the progress of [Matter X]”, or “Show me what high-priority items I need to complete for tomorrow”.

    Copilot returns answers with live links back to Lupl, so it’s simple to follow through. The experience feels like surfacing information you would have asked your team for – only faster and available on demand.

    Why this matters

    For lawyers, this is the simple math of attention: fewer tabs, fewer clicks, and faster follow-through. An email becomes a task, a chat becomes a tracked deliverable, and deadlines show up in the place you already look each morning.

    For IT, it’s secure, standards-based integration: OAuth 2.0, Microsoft Graph, delegated permissions (no service accounts), and clear scoping that minimizes exposure while maximizing adoption.

    Bottom line: Lupl lives where you live. Outlook, Teams, Copilot, your calendar – connected so updates happen once, in the moment, and flow through your matters automatically.

    In this article

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