Automating Client Intake for Efficiency and Accuracy
Parton Law faced significant challenges in their client intake and onboarding processes. Their workflow required duplicate data entry, manual setup of resources in Microsoft 365, and tedious steps for organizing client information. This inefficiency resulted in wasted time and an increased risk of human error. Parton Law turned to CodeFusion to develop a streamlined, automated solution to eliminate redundant tasks and improve overall efficiency.
Automating Client Intake and Resource Setup
CodeFusion revolutionized client onboarding by designing a custom Microsoft Form to streamline data collection. Once submitted, the form triggers automated processes that create all necessary resources, including customized Teams channels, SharePoint folders with preloaded templates, and a global client list entry. This automated workflow eliminates duplicate data entry, reduces errors, and ensures a seamless intake experience. In addition, the solution generates a tailored SharePoint structure for each client, complete with standard document templates and specific folders, while Teams channels are automatically created to enhance collaboration. By removing the need for manual setup, CodeFusion’s solution ensures consistency and efficiency across all client projects.
Simplified Document Organization and Workflow Integration
To address document management challenges, CodeFusion implemented innovative Outlook rules integrated with SharePoint. Employees can email files as attachments to a specific address, using the subject line to direct files to the correct SharePoint folder automatically. This feature saves hours of manual effort previously spent searching for and organizing documents. Furthermore, the intake process now includes automatic scheduling of discovery meetings in Outlook Calendar, seamlessly integrating critical client interactions into the workflow. These features not only enhance productivity but also improve preparation and communication for client-facing meetings.
Driving Efficiency with Technology
The solution developed by CodeFusion has transformed Parton Law’s client intake process. Tasks that once required hours of manual effort are now completed automatically, from resource creation in Microsoft 365 to the organization of incoming files. The team has reported significant time savings, enhanced document accuracy, and a more streamlined workflow for both employees and clients.
Parton Law’s automated system not only ensures consistency but also improves client satisfaction by reducing onboarding delays. By leveraging tools like Microsoft Power Automate, Forms, and Outlook, CodeFusion delivered a solution that aligns perfectly with the firm’s goals for efficiency and professionalism.
A Partnership for Continuous Improvement
CodeFusion’s work with Parton Law highlights the impact of tailored automation solutions. By addressing specific inefficiencies, they’ve enabled Parton Law to streamline processes, reduce errors, and improve team productivity. The partnership serves as a model for how custom technology solutions can elevate service-based businesses, providing long-term value and scalability.
