Consulting Resources | Legal Technology | Business Automation

Disclaimer: The information provided herein is intended to illustrate potential approaches and solutions (“art of the possible”) within the specified context. The resources and materials shared are solely for educational purposes, delivered in a test or sandbox environment. Any implementation of these concepts must be preceded by thorough testing, quality assurance, and legal and technical reviews within your organization.

–Source for automating business processes and navigating the Microsoft Tech stack

Welcome to a space dedicated to improving your business processes through the power of Microsoft technologies. If you’re here, it’s because you’re looking to streamline your operations, automate workflows, and integrate seamlessly with the tools and systems you already have in place. The good news is, with the solutions Microsoft provides—more than likely already part of your current subscription—you can do just that without reinventing the wheel.

We’re all about utilizing the Microsoft Power Platform—Power Apps, Power Automate, and Power BI—to enhance your existing workflows. These tools are built to work together, designed to integrate with the systems you rely on every day, and they offer endless possibilities for customization without the need for complex or costly solutions. Whether you’re looking to automate repetitive tasks, improve data flow between systems, or create custom apps tailored to your business needs, Microsoft has the tools to get you there efficiently.

We’ll show you how to leverage these technologies to create scalable, practical solutions for your business, cutting down on manual effort and increasing overall productivity.

Myth Busting

  • SharePoint list can handle hundreds of thousands rows (millions of rows)
  • Power Platform is scalable
  • Power Apps can extend complex systems
  • Power Automate flows can reduce development cycles rapid

Business Automation and Process we can discuss

  • Provision an iManage workspace
  • Provision Microsoft Teams, Channels, and SharePoint sites
  • Automate document assembly and creation

Flows implemented in client solutions and proof of concepts

  • data replication : build data warehouse, lakes, SQL from automation
  • compose standard boilerplates documents with insertion of existing information (data fields)
  • send notifications via email to include your key information
    • include Excel spreadsheets
    • include graphs
    • group by specific user

The “art of the possible” paints a canvas where your business automation becomes rich and vivid. -With Microsoft Power Automate and Power Apps as part of your inventory in the tech stack of resources, rich/dynamic applications and extensions can be created. -Using low code/no code studios provided by Microsoft, automating business processes is reducing the cycle of development time.

While building extensions/flows is outside the realm of your standard product, you are only limited by the resources and knowledge you have available. -Those obstacles are removed because AI tools including CoPilot and ChatGPT can build step by step instructions for you to build your flows. That is another huge advantage.

Project IdeaPower Automate connector implemented
Integrate with Elite – implemented for the cloud solution, a premium connector provided as a webhook is available. Connector includes: New templates document generated, object is created or updated, timekeeper updated, new matter created, payment received, matter updated, workflow action requested, client updated, trust receipt received, attribute state updated, new client created.
Provided from the Microsoft Website.
Public information available:
https://learn.microsoft.com/en-us/connectors/3eevents/
https://learn.microsoft.com/en-us/connectors/connector-reference/connector-reference-premium-connectors		–Premium Connector with cloud
Integrate with iManage – using a premium connector from the vendor iManage, flows can be triggered from Elite 3E and provision necessary objects. Imagine a new matter is created and then automation is triggered to create required workspace items.
Integrate with MS Graph – using either a standard power automate connector or a premium HTTP request connector, calls can be made to the Microsoft Graph API to perform operations create office users, manage profiles, send emails
Integrate with APIs – connect and integrate with any system that provides an API. When systems are in the cloud, ready for cloud, and purpose built for the cloud, compliance of the request is contained in the API. Avoid rogue modifications to your system, and remove SQL inserts potentially breaking and creating bad data.
Integrate with SharePoint – Imagine a world where your SharePoint is amazing! A SharePoint site be a destination for all. When architected to include Power Automate flows, document library implementation, content type leverage, and fine tuned, SharePoint really can be a destination worth investing resources.
Integrate with SQL – manage data replication with a data flow to insert rows into data storage. When new cloud events are created, insert the row of information into SQL.
Integrate with Teams – Is your Teams adoption low? Does Teams lack attention? Purpose build Teams for each new client/matter. When you create a new matter, provision a new Team for communication and sharing information. Include your iManage workspace as a Tab.
Send Outlook Messages – deliver tailored emails from data retrieved via the cloud source. A new matter arrives, compose an elegant email or Teams message.
Send Teams Messages – after a cloud event, send the information to a matter Team.

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Microsoft

20 years experience managing Microsoft solutions

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Driven by curiosity, motivated by challenge. Your objectives are my priority.

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Solution Journey Storytelling

Focused on delivery of art of the possible messaging to support technical solutions

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Experience

Financial Management System

Application Support/Development /Enterprise software demonstrations

Thomson-Reuters

Software Sales/Support Engineer : discuss the journey and day in the life of end users managing tasks and operations via adoption of 3E financial management.

Legal Tech

Serve law firms via adoption of technical solutions to include Aderant, Elite 3E, iManage, XmLaw, Concordance, SharePoint. Enrich business process via automated solutions and workflow.

AI/ChatGPT since December 2022

Since the launch of ChatGPT in November of 2022, more than 500 hours have been logged collaborating. Yielding over 100 unique chats, working with AI, specifically ChatGPT simply amazes me.

Elite

Integrate Elite 3E thru REST and Odata resulting in business automation leveraging Microsoft Power Platform solutions with Power Apps and Power Automate.

Consulting

Experienced delivering complex, enterprise solutions to drive business outcomes.