JusticeReaper
New Member
- Joined
- Feb 5, 2025
- Messages
- 1
- Office Version
- 365
- Platform
- Windows
I have used many CRM and practice management systems over the last 20 years and to be blunt, I don't like nearly all of them. Eventually, I would love to convert this concept into a real working CRM app that would work well for those who are tech savvy and those that are not. However, because too many attorneys are technical idiots, I will not use a cloud-based system. Imagine, 4 of 5 solo practice attorneys last year got hacked. So I need to make it so the data would not need to be accessible in the cloud. So here are some of the problems (AND I WELCOME ALL THOUGHTS - I don't get offended, and I have thicker skin than a rhino, so please don't worry about me taking criticism.) I am working on a special project where a divorce client would answer a long questionnaire online (either Adobe Web Form or through WPForms for Wordpress) and the data would then be e-mailed to the firm. I need to take those answers and map the answers to specific fields which tell us everything about the client, the case, opposing counsel, the kids, assets, debts, exhibits, everything. From that data, we have been manually creating generally at least 15 unique documents. I need to know how to map the data that comes into the office to the excel workbook consisting of around 15 sheets. I am pretty sure I have it figured out how to use merge fields to get the data into the Word document templates... HOWEVER, I would like to create a system that when we have the information, all of the potential documents are drafted and saved into their appropriate folders. Some sample pages that I am constantly reworking are attached. I would also like to create a dashboard that gives us the essentials at a glance.