Xpert for Outlook

Xpert for Outlook

Xpert for Outlook integrates the Xpert web solution directly into Microsoft Outlook and enables

legal professionals and law firm staff to capture billable activities and emails

directly from their inbox – without leaving their working context.

Your benefits at a glance

• Integrated activity tracking with timer:

  Start and stop timers and record billable activities directly in the context of an email.

• Automated case assignment & version history:

  Assign emails and activities to cases or matters in a structured way, with a transparent and traceable history.

• Access to cases & documents:

  View relevant case information and documents directly in Outlook – exactly where you work.

• Email templates (optional) with AI support:

  Standardize recurring communication and enhance it with AI assistance when needed.

• AI-supported contact and appointment creation:

  Efficiently extract and create contacts and appointments from email content.

• AI-assisted attachment comparison:

  Quickly identify changes and differences between document versions.

• AI-powered email analysis & drafting:

  Summarize content, identify required actions, and generate suitable email drafts in a controlled and transparent manner.

Work in context – instead of recording afterwards

Activities can be created directly from an email and assigned to the relevant cases or matters.

This eliminates follow-up documentation and ensures that information is captured

exactly where it originates.

Seamless integration with Microsoft 365

Xpert for Outlook supports both reading and composing emails and is fully integrated

into the Outlook desktop environment. The add-in is designed for law firms that value structured activity tracking,

efficient workflows, and seamless integration into Microsoft 365.

Enterprise availability and account requirements

Xpert for Outlook is an enterprise add-in for professional legal work environments.

The add-in can be installed from the marketplace at no cost, but productive use requires a

valid contract with our company and an appropriate license, as well as a properly

configured enterprise tenant environment.

The solution is intended for law firms and legal organizations. In typical deployments,

the add-in is centrally provisioned by the organization’s Microsoft 365 administrator after a contract

has been concluded and licensing has been activated. Individual private users without a contractual

agreement and license cannot use the add-in’s functionality.

Access is restricted to correctly configured and authorized customer tenants. Without a valid contractual

basis and active license, add-in features remain disabled.

Business inquiries and licensing:

For access, contract, licensing, or demo requests, please contact:

xperten@x-bs.at