The Tool Isn’t Broken. The Habit Is.

A legal professional’s guide to transforming SharePoint from chaos into clarity.


SharePoint feels broken. But it’s not.

  • Not sure which IS the latest version of the draft?
  • Files named “Contract MSA_SOW_3 Final_final_v3_edits (clean 11.10.2024).docx
  • Folders within folders …
    • within folders
      • within folders
        • … within folders
          • echo-ooo
  • Duplicate files in multiple places
  • No idea where that email correspondence with the client is
  • No way to see all the SOWs with a particular vendor
  • Constant re-naming of files instead of version control

These issues are fundamentally about our habits, not the tool.


What if you could make SharePoint … actually work?

  • A FLAT, searchable contract library
  • Metadata-driven visibility (not folders)
  • Version control with no extra tools
  • Approval workflows & Power Automate integration

5 Things to Fix Before You Blame SharePoint

👉 Includes naming conventions, metadata setup, and simple fixes

What’s Inside the Free Guide?

  1. Discipline & simplicity: fix your naming convention
  2. How to start using version control
  3. Don’t use folders, use SharePoint columns
  1. Shift to metadata-thinking
  2. Column suggestions
  3. What NOT to do (recap)
  4. Starting with One library

About Me

👋 Hi! I’m Bo Kinloch
I am an in-house attorney with years of experience in a legal systems design. I’m a former PlayStation2 game designer, too!
I help legal teams make SharePoint work like the contract platform they wish they had.