We design, build, and manage SharePoint environments for professional services firms — document management, metadata, Power Automate workflows, and industry-specific solutions that replace spreadsheets and shared drives properly.
Most businesses move to SharePoint and recreate their shared drive. That wastes 90% of what SharePoint can do. We build environments where documents find themselves, metadata drives your views, and Power Automate handles the repetitive work.
We've designed and built live SharePoint environments for professional services firms — with production Power Automate flows handling hundreds of cases and clients. Here's what that actually looks like.
A complete SharePoint-led operational platform for a forensic practice. Eight live Power Automate flows handling quote reference allocation, lead-to-case conversion, email filing, document metadata, and Trello integration. Standard six-folder case structure created automatically on conversion. Two-stage email filing using Quote Reference and Case Reference with Internet Message ID tracking.
Transforming a lift-and-shift Clients library into a clean, searchable, governed working environment. Separate areas for Clients, Prospects, Trusts/Companies, and archive. Metadata model covering Client Status, Enable Reference, Adviser, Client Type, and Review Status. CRM data matched via XLOOKUP. Annual review Word document automation using SharePoint and Excel data.
Every industry has different requirements, regulatory pressures, and workflows. We build SharePoint environments that reflect how your business actually operates.
Book a free 30-minute consultation. We'll understand your current setup and show you what's possible — no obligation.
We work with businesses across the West Midlands and remotely across the UK