Professional services
Microsoft 365 components for accountants, law firms and consultancies
Book the first consultation, price the engagement and hand over the documents on your own website — against the Outlook calendars and SharePoint sites the firm already runs on.
Accountancy practices, solicitors and law firms, management and IT consultancies, architects and surveyors, recruiters, and independent advisers who bill their time.
What it reads, what the builder controls, and the markup it produces — on one page, with no signup in the way.
Outlook Booking A drawing of the component, not a screenshot
The gap
A contact form is not an enquiry, and an attachment is not a handover.
WordPress is a content management system, and the thing a professional firm needs from its website is not content. It is a qualified enquiry with enough detail to price, a consultation in a partner’s diary that does not double-book, and a way to put a document in front of a client that does not end with the words “see attached”.
Firms usually solve those three separately: a form plugin that stores every submission forever, a calendar link that goes stale, and email attachments that immediately become the second copy nobody updates. All three problems are already solved inside Microsoft 365 — the missing part is the website end of them.
The components
What a fee-earning firm puts on its website.
Every one of these reads a source the organisation already maintains, and each is configured per instance in a builder before it goes on the page. All of them are released today.
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Outlook Booking
<wpi-outlook-booking>Works with Outlook user calendars · Exchange room and resource mailboxes
A first consultation taken against the partner’s own Outlook calendar. Free/busy is respected, so a slot is only offered where the diary is genuinely clear, and the booker can be added as an attendee so Outlook sends them its own invitation.
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Form Builder
<wpi-form>Works with A Microsoft 365 mailbox with Mail.Send, for email delivery · Webhook endpoints · Your own SMTP server
A scoped enquiry instead of a contact box. Conditional rules ask the follow-up question only when the answer warrants it, and a calculation field prices the engagement while the prospect is still typing.
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Documents
<wpi-documents>Works with SharePoint document libraries · OneDrive for Business
A client-facing document area pointed straight at the SharePoint library the matter already lives in. Restrict it to one folder, allow only the file types you publish, and switch downloads off for anything that should be readable but not distributable.
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Persons
<wpi-persons>Works with Entra ID directory users · Microsoft 365 group membership · SharePoint lists
The people page. Partners and associates read from Entra ID or a SharePoint list, narrowed by department with a Graph filter — and email, phone and LinkedIn are off by default, so a public page shows names, titles and photos unless you decide otherwise.
Pricing on the page
The quote is the form.
Most site forms are a plain contact box. The harder half — branching questions, a running total, a multi-page flow — is what turns an enquiry into something you can price without a call first.
- A total that updates as they answer
- A calculation field holds a formula over other fields by id, with a prefix, a suffix and decimal places. Sliders, selects and image choices drive it, so the prospect sees a number before they submit rather than after you email one.
- Questions that appear only when they matter
- Any field can be shown or hidden by rules over other answers, matched on all or any, using contains, equals, starts-with, ends-with, empty and their negatives. A four-question form for a simple matter and a fourteen-question one for a complex matter can be the same form.
- One field per row, two columns, or a wizard
- Stacked, a responsive two-column grid, or a multi-step flow with named pages, per-step titles and a progress bar — because a long intake that shows all of itself at once does not get finished.
- Delivered, not accumulated
- Submissions go to an owner address with your own subject line, to the person who submitted as an auto-reply, and to webhooks signed with an HMAC secret. Email can leave through your own SMTP server rather than the platform sender.
The consultation is the other half of the enquiry.
A prospect who has just priced the work is the one moment they will book a call. Outlook Booking puts the partner’s real availability at the end of the form, against the diary they already keep — no Bookings licence in the way.
In figures
The numbers behind the enquiry and the handover.
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Twelve
field types in the form builder
Text, long text, email, phone, number, select, checkbox, radio, slider, image choice, section heading, and a calculation field.
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Two
ways we reach your tenant
Managed, where your administrator consents once — or proxy, where you supply your own gateway and we never hold a Graph token at all.
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Seven days
before a submission is deleted
A form widget holding client data indefinitely is a liability, not a feature. The permanent record lives in the mailbox or system you already secure.
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Zero
second copies of a document
The file browser reads the SharePoint library at request time, so the current version in SharePoint is the version the client sees.
Handover
Put the document in front of the client without making a second copy.
Publishing a file to a website normally means downloading it out of SharePoint, uploading it again, and remembering to repeat that whenever it changes. Nobody remembers.
- Point at the library by its URL
- Enter the SharePoint site URL and the library’s display name — or a OneDrive path — and the underlying ids resolve server-side. A folder id or path pins the root, and visitors cannot navigate above it.
- Only the file types you publish
- A comma-separated extension allowlist hides everything else, and folders stay visible so navigation still works when only PDFs are listed.
- Read in the page, or open in SharePoint
- Images and PDFs open in an in-page lightbox with no redirect. Everything else opens in SharePoint or OneDrive in a new tab, where Microsoft’s own viewer handles it. Download links can be switched off entirely.
- What it will not do
- It is read-only. Visitors browse, search, preview and download; they cannot upload, rename or delete. If your workflow needs a client to send a file back, that is a form with a webhook, not this.
Tell us what the enquiry has to capture.
The component platform is in pre-launch, so there is no signup for it yet and interest arrives as email that somebody reads. The WordPress plugin store is open today and sells the same Microsoft 365 jobs inside WordPress.
Questions
What people ask before they commit to this.
Can a client upload a document to us?
Not through the Documents component — it reads and never writes, so browsing, previewing and downloading are the operations it performs. A form can carry the details of a matter to your mailbox or a webhook, but there is no file-upload path from a website visitor into your SharePoint today.
Can the form work out a fee?
Yes. Calculation fields evaluate a formula over the other fields, with a currency prefix, a suffix and decimal places, so a fee estimate or a subtotal updates while the prospect is still filling the form in.
Where do enquiries actually end up?
In whichever destinations you configure — an email address, a webhook, or several of each. A copy is listed in the dashboard and exportable as CSV for seven days, then deleted, because the permanent record belongs in a system you already own.
Can we restrict a document area to one client?
No, and this is the limit worth knowing before you plan around it. There is no visitor sign-in, so a component publishes what you point it at to everyone who reaches the page. The domain allowlist controls which sites may render the embed, not who may read it. Point it only at material that may be public, and keep client-specific files behind SharePoint sharing.
Do we have to give a vendor access to our Microsoft 365 tenant?
Only if you want to. In managed mode we run the client-credentials flow and your administrator consents once. In proxy mode you supply a base URL and an API key for your own gateway, we store that key encrypted at rest, and we never hold a Graph token at all.
Do we need a Microsoft Bookings licence for consultations?
No. Outlook Booking works against ordinary Outlook calendars and room mailboxes. A Bookings licence is only needed if you want the Bookings component, which drives an existing Microsoft Bookings business.