Case Studies

How SharePoint Designs reimagined document generation for a reputable law firm
August 19, 2022

How SharePoint Designs reimagined document generation for a reputable law firm

Power Automate
Microsoft Power Platform

About our Client

 Giddings MacEachern is one of the leading legal service providers in Canada. They serve customers throughout British Columbia, Smithers, Houston, and Kitimat - providing legal services across Business Law, Family Law, Criminal Law, Real Estate, and Wills.

 Project challenges

  • Hundreds of worker hours required for preparing documents that support critical legal processes
  • A considerable amount of time spent by legal assistants to fill in details and share the document with customers
  • High chances of errors due to the manual documentation process that requires complete rework -leading to significant resource wastage

Our Solution

During the project's exploratory stage, SharePoint Designs identified the common fields in the documents. Using MS SharePoint Forms, we designed a simpler form to capture all the fields that were to be filled in the document - thereby reducing repetition of work. Post the form submission - the documents were generated and automatically saved in a unique folder.

Thanks to our MS SharePoint expertise, the client could quickly retrieve the right document at the right time while easily reviewing the updated fields highlighted.

Business Benefits  

  • Seamless and smooth-functioning document management system
  • Vast reduction of worker hours involved in updating, correcting, and verifying the documents
  • Improved retention and retrieval since documents were electronically saved
  • More data accuracy by automating a huge chunk of the document generation process

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