# Mike AI Microsoft 365 setup guide

Connecting Microsoft 365 is optional and controlled by the firm. Mike AI does not receive organisation-wide access, read every mailbox or send client email as part of standard setup.

Start with a reviewed Word output pack, then decide whether selected SharePoint or OneDrive folders and the controlled Outlook add-in should be enabled. Direct document management system connections remain planned.

## Availability labels

- Available: Supported by current production readback or external proof for the stated customer path.
- Requires firm setup: Available after the firm completes the stated configuration or approval steps.
- Illustrative: Shows how the workflow can operate, but is not currently available for firm use.
- Planned: Not currently available and shown without a delivery-date commitment.

## 1. Reviewed Word output pack

Availability: Available
Firm owner: Matter reviewer

Download a Word-ready pack that carries review status, source references and clear warnings for unresolved items.

What the firm needs to decide:
- Choose the matter and output pack in Mike AI.
- Resolve or acknowledge any review warnings before external use.
- A reviewer approves the final version before it leaves the firm.

Protections:
- Unresolved higher-risk items keep the output locked.
- The pack records its reviewer and version.
- Downloading a DOCX file does not require Microsoft 365 access.

## 2. Selected SharePoint or OneDrive folders

Availability: Requires firm setup
Firm owner: Firm administrator

Keep matter documents in firm-owned Microsoft storage while allowing Mike AI to use only the folders the firm selects.

What the firm needs to decide:
- The firm chooses the workspace, practice area and folders in scope.
- An authorised administrator approves access for the selected sources.
- The firm confirms who may use those sources inside Mike AI.

Protections:
- Access is limited to firm-selected sources and authorised users.
- Private document bodies are not retained by Mike AI by default.
- The firm can remove source access without changing its document filing structure.

## 3. Outlook-assisted evidence intake

Availability: Requires firm setup
Firm owner: Firm administrator and matter reviewer

Select a received email, link bounded metadata to a matter and place it into firm review without storing its body or sending a message.

What the firm needs to decide:
- A firm administrator approves and assigns the Outlook add-in to the intended users.
- Each user signs in through the tenant-scoped Office host and selects individual messages.
- The firm confirms the reviewer path for quarantined references.

Protections:
- Only hashes, sender domain, received time and matter/source references are recorded.
- Mailbox-wide reading, message-body storage and client email sending are not enabled.
- Selected evidence remains subject to matter access and reviewer controls.

## 4. iManage and NetDocuments connections

Availability: Planned
Firm owner: Firm IT and information governance

Direct connections to iManage and NetDocuments are not currently available.

What the firm needs to decide:
- Any future connection would require firm approval and a defined document scope.
- Access, retention and removal responsibilities would be agreed before use.
- No delivery date is committed on this page.

Protections:
- Planned capabilities are not sold or presented as available.
- Existing document permissions would remain authoritative.
- No document write-back would be enabled without separate firm approval.

## Next steps

- Use a reviewed Word output pack without connecting Microsoft 365.
- Ask a firm administrator to select the SharePoint or OneDrive folders that may be used.
- Confirm access, retention and reviewer responsibilities before connecting firm documents.