Each of these is something we've designed and deployed in real projects — not theoretical capabilities.
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Automatic Folder Creation
When a new case, client, or property is created, the standard folder structure is provisioned automatically. For our forensic client: six folders created instantly on lead-to-case conversion — no manual setup, no inconsistent naming, no forgotten subfolders.
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Metadata on Upload
When a document is uploaded to SharePoint, a flow reads the folder path it's in — case reference, client name, document type — and populates the metadata columns automatically. No manual tagging required from staff.
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Date Extraction from Filenames
Documents often carry dates in their filenames. We build flows that parse those dates and write them to a Document Date metadata column — enabling date-based views and sorting in SharePoint without renaming files.
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Word Template Generation
Annual reviews, engagement letters, onboarding packs — generated from Word templates populated with data from SharePoint lists and Excel records. For wealth management: review documents populated with client data, adviser details, and meeting notes automatically.
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Excel & CRM Data Population
Client data held in Excel or a CRM matched to SharePoint records and used to populate metadata, generate documents, and drive views. We handle joint clients, partial name matches, and unmatched records gracefully.
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Metadata-Driven Views
Once metadata is properly populated — by flows or by staff — we build views that make it useful: Active Clients, My Cases, Reviews Due This Month, Documents Missing Metadata. Your SharePoint becomes a working operational tool.