Introducing Plexus for Word & Outlook

Legal work, now where it actually happens

Legal teams don’t need another system to log into. They need less duplication, fewer version headaches, and a clear way to move work from request to signature without losing context.

Today, we’re launching Microsoft Office365 integrations, Plexus for Word and Plexus for Outlook, bringing contract and matter management directly into the tools our customers use every day.

Instead of downloading files, re-uploading them into another system, and chasing the latest version, legal work now stays connected inside Word and Outlook from start to finish. This unlocks:

• A single source of truth: Documents, versions, approvals, and signatures remain connected to the same contract or matter record throughout the lifecycle.

• Reduced manual effort: Documents can be saved, uploaded, and linked directly from Word and Outlook, removing the need to move files between systems or duplicate data entry.

• Clear audit trails: Every upload, review, and approval is logged automatically, giving you confidence in your records.

• Faster, more natural adoption: Because Plexus operates inside Word and Outlook, legal teams continue working in familiar tools while gaining structured contract and matter management.
  
  

Plexus for Word

Draft, review, and approve without leaving your document

Plexus for Word embeds contract and matter management directly inside Microsoft Word. Lawyers can draft, update, review, and launch workflows while staying in full control of formatting, comments, and track changes.

Drafting is where legal work happens. Switching systems to update records or upload versions interrupts focus and introduces risk. Plexus keeps documents and contract data in sync automatically, so records stay accurate as you work.

Context without compromise
Access the contract or matter record directly inside Word. View status, key dates, counterparties, related tasks, and prior versions without switching tabs.

Save and sync in one step
Create a new agreement from an approved template or open an existing one, then save it directly into Plexus as a contract record. The document and its metadata stay aligned, without manual transfer between systems.

Version control that manages itself
"When changes come in, I need confidence that the version history is accurate and complete." As negotiations progress, you can upload revised drafts directly from Word. Each version is automatically linked to the contract, with a complete audit trail showing what changed and when.

Launch reviews and approvals from Word
Start legal workflows directly from the document. Route it to stakeholders, collect feedback, and log approvals automatically, all while staying inside Word.

How our customers are using this integration:

• Negotiating a commercial agreement: Update terms in Word, save the revised version into Plexus, and launch a review workflow in the same session. The contract record reflects the latest draft instantly, and every change is tracked without additional handling.

• Responding to urgent business requests: Using an approved template, you draft in Word and save the agreement straight into Plexus. The contract record is created with the correct metadata from the outset, reducing follow-up questions and status checks.

• Preparing for audit or reporting: Because every version and approval is logged automatically, giving you a complete agreement history without reconstructing it after the fact.

Plexus for Outlook

Turn email into structured legal work

Plexus for Outlook converts inbound emails into structured contracts and matters while keeping attachments, metadata, and conversations connected to the right record.

Most legal work begins in the inbox. Without structure, requests can be missed, attachments saved locally, and version control becomes harder to manage. Plexus ensures that email-driven work is captured properly from the start.

Start legal work from email
Convert inbound emails into new matters or contracts, or link them to existing records directly from Outlook. Email content and attachments are saved with the correct metadata, making the work immediately structured and searchable.

Centralise legal discussions
Attach conversations to a contract or matter record in Plexus, ensuring everyone works from the same source of truth rather than fragmented email threads.

Capture negotiated documents instantly
When counterparties return updated drafts by email, upload attachments directly from Outlook as new contract versions. The document stays linked to the record without manual file handling.

Send for signature with confidence
Send documents for execution and automatically store signed copies against the contract record, keeping the final agreement easy to locate.

How our customers are using this integration:

• Inbound contract request from Sales: An email arrives with supporting documents attached. Convert it into a contract record in seconds, with all attachments saved in the right place.

• Negotiation via email: A counterparty sends back a redlined draft. You upload it directly from Outlook, maintaining a clear and continuous version history linked to the contract.

• Executive approval request: Rather than forwarding long email chains, you attach the contract to the relevant matter and launch a formal approval workflow, creating a structured and auditable process.

One connected workflow from draft to signature:

• A contract is drafted in Word using an approved template and saved directly into Plexus.

• A review workflow is launched from the document.

• Updated drafts are received via Outlook and uploaded instantly as new versions.

• The agreement is sent for signature, and the executed copy is stored automatically against the contract record.
  
  

By embedding contract and matter management directly into Word and Outlook, Plexus keeps legal work connected from first draft to final signature, with less manual effort and clear, accurate records. 

That’s what it means to meet lawyers where they work: bringing visibility and control into the tools you already rely on every day.

If you are a Plexus customer, download from the Microsoft Marketplace today: Plexus for Word and Plexus for Outlook.