Free ResourceChecklist

The Template Compliance Checklist for Microsoft 365

A practical template compliance checklist for Legal departments and Accountancy firms that work in Microsoft 365 and need governed, compliant and audit-ready documents.

Find out if your current way of creating, reviewing and storing documents in Word, Outlook, SharePoint and Teams is sustainable — or exposing your firm to unnecessary risk.

Download the Checklist

Free PDF • No spam • Built for Legal & Accountancy

Built for Legal and Accountancy Teams Working in Microsoft 365

This checklist is designed for organizations where documents have real consequences:

In-house Legal departments

Accountancy and advisory firms

Audit and assurance teams

Risk & compliance functions

Regulated professional services organizations

If your teams draft contracts, engagement letters, reports, legal correspondence or audit documentation in Microsoft 365, this checklist helps you understand whether your current document workflows are:

GovernedCompliantAudit-readyScalable

…or driven by copy-paste, individual habits and manual fixes.

What You'll Learn from This Checklist

Whether your template governance is strong enough to support legal and professional standards

How much risk you run with manual document editing and copy-paste behavior

Whether your use of AI in documents is safe, controlled and policy-compliant

If your SharePoint structure supports audit-readiness or hides documentation problems

How well your firm enforces disclaimers, scope definitions and professional wording

Whether cross-office and cross-team documents are truly consistent

How closely your current setup aligns with a Microsoft 365-native governance platform like Documentaal

You'll finish the checklist with a clear, honest picture of where your firm stands — and where the gaps are.

Why Document Governance in Microsoft 365 Can't Be an Afterthought

For Legal and Accountancy, small wording and structure differences can have big impact:

Liability exposure

Regulatory issues

Audit findings

Reputational damage

Unnecessary review cycles

Most firms rely heavily on Microsoft 365, but:

Templates are scattered
Clauses are edited freely
Files are stored inconsistently
AI is used without clear boundaries

This checklist is a quick way to see whether your current approach is robust enough — or if you need a governance layer on top of Microsoft 365.

Get the Checklist

Fill in your details to receive the "Microsoft 365 Document Governance Checklist" as a downloadable PDF. Perfect for internal discussions between Legal, Accountancy, Risk, IT and leadership.

By submitting this form, you agree to be contacted about Documentaal and Microsoft 365 document governance. You can unsubscribe at any time.

What You Can Do with the Checklist

After downloading, you can:

Review the checklist with your Legal leadership or partners

Use it as a discussion starter with IT and risk

Bring it into quality or audit committee meetings

Map which gaps Documentaal can solve inside your existing Microsoft 365 environment

If you discover serious gaps, you can book a follow-up session with our team to see how Documentaal fills them — without changing the tools your teams already use.

Download the Checklist Book a Governance Demo

About Documentaal

Documentaal is a Microsoft 365 document automation and governance platform for Legal departments, Accountancy firms and other regulated organizations.

It adds a governance layer on top of Word (governed templates & clause protection), Outlook (standardized, compliant communication), SharePoint (structured, audit-ready filing), and Teams (controlled, collaborative review).

With AI validation instead of generative AI, Documentaal helps your firm create documents that are accurate, compliant, consistent and audit-ready — without leaving Microsoft 365.

Want to see Documentaal in action? Book a Demo

Related resources

Template compliance checklist (PDF)

Free downloadable PDF checklist focused on template compliance.