Bespoke AI agents designed to unlock the full potential of your Microsoft 365 environment. We replace manual friction with automated flow, ensuring your team stays focused on billable work, not document administration
Secure Capture
Branded client portals that stream sensitive documents directly into your tenant. Zero data export.
Autonomous Filing
The agent identifies matter references, renames files, and provisions SharePoint folders instantly.
Instant Alerts
Partners & Fee earners receive actionable Teams notifications with one-click access to matter-ready files.
Infrastructure Ownership vs. Software Rental
Most firms are well aware they are paying a 'Growth Tax.' Every time you add a fee earner or a member of the admin team, software subscriptions climb, and your data is further fragmented across third-party servers, and your overhead increases.
Yet, many firms continue to rent their efficiency rather than owning it
Is it time to stop accepting the status quo and leverage the Microsoft 365 infrastructure you already pay for?
| Feature | SaaS (rental) | Optima 365 |
|---|---|---|
| Data Sovereignty | Third-party cloud servers | 100% Within Your Tenant |
| Security Access | External Logins/Passwords | Native M365 Security |
| Pricing Model | Monthly "Per-Head" Fee | Zero Ongoing (One-off Build) |
| Filing Logic | Manual Download & Filing | Autonomous Matter Routing |
Recover Your Billable Hours
Close the 'Collection Gap': Turn administrative delays into a competitive edge with matter-ready filing.
Secure by Default: Eliminate unsecure email trails with a branded, one-click upload vault.
Instant Awareness: Fee earners receive real-time Teams notifications the moment a client uploads.
Ready to move from 'software as a service' rental to ownership
Data Sovereignty & Compliance
Optima 365 agents are built to satisfy the most stringent SRA and GDPR requirements.
All PII and matter-sensitive data remains 100% within your secure Microsoft 365 tenant.
We do not store, export, or have access to your client data.
| NAVIGATE | INDENTITY | GOVERANCE |
|---|---|---|
| Client Portal About Us Privacy Policy | Redefining professional efficiency through sovereign infrastructure and the Optima 365 Logic Foundry | Optima365 Limited Co No: 16944407 Registered in England & Wales |
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