Law Firm Needing Some Excel Help

JusticeReaper

New Member
Joined
Feb 5, 2025
Messages
1
Office Version
  1. 365
Platform
  1. 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.

1738815561851.png

1738815656396.png

1738815735000.png


1738815766027.png
 

Excel Facts

Control Word Wrap
Press Alt+Enter to move to a new row in a cell. Lets you control where the words wrap.
A couple of things come to mind. If your web form can be delivered in PDF, you should be able to ingest that document via PowerQuery. There are articles on this board that detail how to use PowerQuery to import a PDF. They're pretty good. Once you have that data in Excel, you should be able to do appropriate xlookup formulas from that data to populate whatever sheets you need. As for as Word docs go...depending on the length of them the approach I would explore first is to create the document in a separate tab of the workbook and export the tab as .docx (or .pdf) once it's populated. That would save the need to do a merge doc. With some VBA this could be made pretty seamless to the user.

Additionally, I would add a "Config" tab where you would specify the save path for each of the various tabs/documents so that when you export them they go to your desired location.
 
Upvote 0

Forum statistics

Threads
1,226,453
Messages
6,191,134
Members
453,642
Latest member
jefals

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top