Hivelight & Microsoft Power Automate

Hivelight and Microsoft Power Automate

For law firms running on the Microsoft 365 stack, Hivelight's Power Automate integration is the most powerful way to connect your legal project management platform to the tools your team already uses every day.

Power Automate allows you to build sophisticated, enterprise-grade automated workflows between Hivelight and the entire Microsoft ecosystem — including Teams, SharePoint, Outlook, Dynamics 365, and beyond — without requiring a developer or a lengthy IT project.

Why Microsoft-First Firms Choose This Integration

If your firm already relies on Microsoft 365 for email, document storage, team communication, and business data, the last thing you want is a project management tool that creates another data silo. Hivelight's Power Automate integration ensures that your legal project management activity flows seamlessly into — and out of — the Microsoft tools your team depends on.

The result is a unified operational environment where matter updates in Hivelight automatically propagate to Teams, documents file to the right SharePoint location, and Outlook tasks stay in sync — all without manual effort.

What You Can Automate

Microsoft Teams

Keep your team aligned without constant status meetings. When a new matter is created in Hivelight, automatically provision a dedicated Teams channel, add the relevant team members, and post the matter brief as the first message. When a milestone is reached, post an update to the channel so everyone stays informed in real time.

SharePoint Document Management

Maintain a clean, consistent document structure across all matters. When a new matter is opened in Hivelight, automatically create a SharePoint document library with your firm's standard folder structure. When a task requiring documentation is completed, trigger the creation of the appropriate document folder and apply permission settings — ensuring the right people have access from day one.

Microsoft Outlook

Connect Hivelight task assignments to Outlook calendar events and tasks. When a milestone deadline is set in Hivelight, automatically create a calendar block for the responsible team member. When an overdue task is flagged, trigger an Outlook reminder or an email notification to the matter supervisor.

Dynamics 365

For firms using Dynamics 365 for CRM or business management, Hivelight's Power Automate integration allows bi-directional data flows. When a new contact becomes a matter in Hivelight, update the corresponding Dynamics 365 record. When billing milestones are reached, trigger revenue recognition workflows in Dynamics 365 Finance.

Microsoft Forms and Power Apps

Turn client intake forms built in Microsoft Forms or Power Apps into Hivelight matters automatically. When a potential client completes your intake questionnaire, Power Automate creates the matter in Hivelight, populates the client details, and loads your intake workflow — all before your team takes their next breath.

Power BI Reporting

Combine Hivelight's matter and task data with your broader business intelligence in Power BI. Use Power Automate to push Hivelight data into your data warehouse or directly into Power BI datasets, giving leadership a single dashboard view of operational performance, matter velocity, and team capacity.

Enterprise-Grade Security and Compliance

Power Automate flows run within your firm's Microsoft tenant, which means all data processed through the integration is subject to your existing Microsoft 365 security policies, data residency settings, and compliance controls. This is a significant advantage for firms with strict data governance requirements or regulatory obligations.

Getting Started

Hivelight's Power Platform connector is available directly in Power Automate. Your IT team can configure and deploy flows using the Hivelight connector, applying your firm's standard governance controls from day one. Our team provides technical documentation, flow templates, and implementation support to ensure a smooth rollout — regardless of your firm's technical maturity.