Scheduling remote meetings is seamless with our Microsoft Teams integration. Follow the steps below to connect your Microsoft 365 account and set up appointments that automatically generate a Teams meeting link.
Like the Zoom integration, the Teams integration is a per-user integration — each staff member connects their own Microsoft account individually. When a Teams appointment is booked with them as the host, the meeting link is generated in their account.
Connecting Microsoft Teams
Go to Settings (gear icon near the bottom left), then select Integrations from the left sidebar. Under My Integrations, select Microsoft Teams.
Click Connect Microsoft Teams in the top right corner.
A Microsoft sign-in popup will open. Sign in with your Microsoft 365 account and grant the requested permissions.
Once complete, the page will show your account as Connected.
Admin Consent: When Your IT Admin Needs to Get Involved
Some Microsoft 365 organizations require an IT administrator to approve third-party apps before any user can connect. If this applies to your firm, you'll see a "Need admin approval" screen after attempting to sign in.
This is a one-time, org-wide step — once your admin approves Lawmatics in your organization's Azure Active Directory, all users at your firm can connect without needing approval again.
What to do:
If you are the Microsoft 365 admin, click "Have an admin account? Sign in with that account" on the approval screen to grant consent directly.
If you are not the admin, click "Return to the application without granting consent" and then contact your IT administrator. Ask them to approve the Lawmatics – Teams Integration app in your organization's Azure Active Directory, or send them this Admin Consent Link. Once approved, return to Settings > Integrations > Microsoft Teams and try connecting again.
Other connection errors:
Message | What happened | What to do |
"The Microsoft sign-in window was blocked" | Your browser blocked the popup | Allow popups for Lawmatics in your browser settings and try again |
"We didn't get a response from Microsoft" | You closed the popup before sign-in completed — possibly after seeing the admin approval screen | Use the Get admin approval link button on the page, or send the link to your IT admin |
"Microsoft Teams was unable to authenticate" | A general sign-in failure | Wait a moment and try again; contact support if it persists |
Configure Your Default Setting
After connecting, you'll have one configuration option available:
"Make it a Teams Meeting" ON by default — controls whether Teams is automatically pre-selected whenever you create a new appointment.
On: New appointments you create will default to a Teams meeting link.
Off: No meeting type is pre-selected — you can still manually choose Teams when creating individual appointments.
This is a per-user setting. Each user controls their own default independently.
Note: If you also have Zoom connected and its "Make it a Zoom Meeting" ON by default toggle is enabled, Zoom takes priority. When both defaults are on, new appointments will always default to Zoom. To use Teams as your default instead, turn off the Zoom default toggle at Settings > Integrations > Zoom.
Using Teams Meetings
Appointments
When creating or editing an appointment, a "Make it a" dropdown appears in the Location section. Select Teams Meeting to automatically generate and attach a Teams link to the appointment.
The Teams Meeting option is only available if the selected host has their Microsoft Teams account connected. You can see whether or not a user has Teams connected with an icon next to their name. If they haven't connected Teams, the option will appear grayed out with the tooltip: "The selected host does not have Microsoft Teams integrated."
Forms
When configuring a Booking Request field on a form, Teams Meeting is available as a location option — as long as the assigned host has Teams connected. If they don't, the Teams option will be disabled.
Both Zoom Meeting and Teams Meeting can be offered as location options on the same booking form, letting the client choose their preference.
How the Teams Meeting Location Works in Firm Settings
When the first staff member at your firm connects Microsoft Teams, a Teams Meeting location is automatically created under Settings > Firm Settings > Locations. This location doesn't require a physical address — it exists solely to enable Teams meeting links on appointments. You do not need to modify or delete it.
Disconnecting Microsoft Teams
To disconnect, go to Settings > Integrations > Microsoft Teams and click Disconnect. You'll be asked to confirm. Disconnecting will unlink your Microsoft account from Lawmatics and reset all configured Teams settings.
This only affects your user account — other users at the firm who have Teams connected are not impacted.
FAQs
Why do I see "Need admin approval" when trying to connect?
Some Microsoft 365 organizations require an IT admin to approve third-party apps before individual users can connect. This is a one-time step managed in your organization's Azure Active Directory. Ask your IT administrator to approve the "Lawmatics – Teams Integration" app, then return to Settings > Integrations > Microsoft Teams and connect again.
Why is "Teams Meeting" grayed out when I select a host?
The selected host hasn't connected their Microsoft Teams account. Each user must connect individually under Settings > Integrations > Microsoft Teams. Until they do, the Teams Meeting option is unavailable for appointments where they are the host.
I have both Zoom and Teams connected. Which one takes priority?
If both "Make it a Zoom Meeting" and "Make it a Teams Meeting" defaults are enabled, Zoom takes priority and will be pre-selected on new appointments. To switch your default to Teams, turn off the Zoom default toggle at Settings > Integrations > Zoom. You can always override the pre-selected type manually on any individual appointment.
Can I offer both Zoom and Teams on the same booking form?
Yes. If the host has both integrations connected, you can add both as location options on a booking request. The client will be able to choose their preference when booking.
Do all users at my firm share one Teams connection?
No. Teams is a per-user integration. Each staff member must connect their own Microsoft 365 account individually.