Has anyone successfully managed to put together an initial matter intake and contract repository using Outlook (emails in folders w. Attachments), Sharepoint, Power Automate and Excel?

likehelpful
Posting as :
works at
You are currently posting as works at

That could be really rough - you'd want the data from the matter intake to be easy to gather from clients. If you're staying in the Microsoft ecosystem, use Microsoft Forms to do your intake and then trigger a Power Automate based off of that!

like

Related Posts

Has anyone been with someone with a really small one? What was your experience like? I recently started seeing someone with the tiniest one I’ve ever seen (like an inch). I’m ok with it, but he’s clearly insecure and I want to be understanding

like

When does Accenture Capability pay Variable pay? If I join in May, when will I get the variable?

like

Hello Fishes, need help and suggestions on best online platform for doing courses on Sailpoint or Saviynt, where we can understand with the help of practical scenarios. Thanks.

In discussions to make a lateral move. Is there any way I can negotiate higher pay outside the fixed bands? Higher annual bonus, signing bonus? I assume chances are low but worth trying.

like

Have the clocks turned back yet?

Currently 2:22am EST.

like

As a former English teacher and now a criminal defense attorney, I love this one.

Post Photo
likefunny

How do you handle it when a direct report reacts negatively during a performance review?

like

Getting a lower title than what I interviewed for but the salary matches what I asked for. Would you go?

like

At what time do we receive the KPMG (KGS)
salary and salary slip?

like

Any Referrals for a friend in Business Development/ Non voice/ Digital Marketing.
YOE: 4years

Flyday thoughts: I'm a 💁🏼 who is attracted to 💁🏾‍♂️ guys. But the desi men I've dated have been more interested in casual hookups, not relationships. I'm not that kind of girl so it always fizzles out pretty soon. Are there 💁🏾‍♂️ out there who would be interested in a (potentially serious-ish) relationship with a white girl, and is there a way differentiate them from the guys just tryna get laid?

Are you guys all tech consultants?

Anyone cheated on spouse/significant other while traveling? Just a fact check..if you have cheated post age/sex

Folks, looking for suggestions/ ideas for 40th weeding anniversary for my parents. The are currently in India. What are people doing these days for such milestones?
My wife was suggesting a destination event (eg Goa / Yatch party) with close family & friends, with garland exchange in relaxed /beach attire.

like

Desi consultants in Indianapolis? I’m coming to Indiana University for my masters degree after 2 YOE as a data science associate consultant at ZS Associates. Would love to get your advice, and hacks for life in the US. I’m also looking for internship opportunities for Fall 2023, so any leads would be appreciated. Thanks!

like

How can you deal with your desi parents, trying to interfere in your life sitting in India. They call my friends on Whattsapp and discuss things with them and decide what I should do. They try to deliver the messages indirectly rather than talking straight to me.

EY feels kinda...cheap. Are the other B4 like this?!

I have submitted my background check for the new offer. One of my previous bosses I referenced and now I am trying to call and text him to inform but he’s not responding so I am worried. (Cont’d)

like

This cutie 😍

Post Photo
likeuplifting

Hello. I currently work at Cigna (specifically express scripts PBM). I am looking to move to a similar company working in operations/ product management roles. Does anyone have open positions or suggests on which companies to apply to?

like

Additional Posts in Legal Tech

Anyone here work in Legal Operations? What are you using for eBilling and knowledge management?

like

Anyone have a remarkable 2 or similar note taking tablet that they would recommend?

Hi everyone!!! Hope you’re all having a great day!! I’m currently a law clerk looking to get into legal tech. I’m just started a data analytics certificate program, and have completely fallen in love with it! As I don’t have a background in tech and am just starting this legal tech journey, any advice would be greatly appreciated! Thank you!

What’s a good app for making it look like you’re calling from your office number when you’re on your personal cell?

like

Here’s my first question for this group. What’s a good and inexpensive PDF editing tool? Highlighting, annotating, and bookmarking while working from home is a problem for some of us who still like to use paper. My firm won’t purchase “full Adobe” for anyone other than legal assistants and paralegals.

like

How helpful is a CIPP certification in being considered for privacy counsel roles?

like

Hello. Opening my own solo firm mostly litigation but also real estate & wills. Any recommendations on software for firm management, document prep etc?

like

What is a good alternative to netdocuments for document and email management?

like

What is the rationale in splitting software license fees from warranty fees? What is the best practice?

My Firm is transitioning to Practice Panther case management software. I have been unimpressed with the Practice Panther “support” team as we are setting up our system. They are essentially leaving it all up to my admin team, and they are lost. We are a 25 lawyer litigation / insurance defense firm. Anyone in a similar type firm working with Practice Panther who’d be willing to discuss? Much appreciated.

like

Hi there! Would appreciate some advice since my appraisal period is coming up. Would also love to know what my peers are earning across the legal tech industry! :)

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal