Automation process for Office apps and clients
Budget: $30 – $250 USD
I'm an attorney, recently self employed. Looking for the following help:
- Build a "client profile", which allows me to fill in client's basic details: name, ID, phone number, address, email address, summary of the client's story, perhaps some monetary details (for instance- a table that shows how much the client deposited, how much of the deposit was used, what receipt numbers were issued, etc), and so on.
- The ability to make automatic word documents, scraping data from the "client profile". For instance, once I have all of the above details of a client, and I want to make a fee agreement, it is basically all about putting in the appropriate details in the right place. I want to be able to choose from a list what kind of form or document I want to create, and the document will be auto populated with client's details. This is instead of the current situation in which I have to open the blank template each time and copy and paste my client's details.
- My clients' files are typically saved in regular Windows directories. When a new client comes, I want to be able to click on a button that prompts the form to enter client's details, which will then create the "client profile" as mentioned above, and will also open a new folder in my Windows directory which will be given the next serial number plus name of client.
(so for instance- new client, my 193rd client, John Doe, arrives. I click on "new client", put in the details, click on "save", and then my "work" folder gets a new folder in it named "193 - John Doe". I will also have some sort of app which allows me to make any of a variety of forms/documents which will be auto populated with the relevant John Doe details).
- Build a "client profile", which allows me to fill in client's basic details: name, ID, phone number, address, email address, summary of the client's story, perhaps some monetary details (for instance- a table that shows how much the client deposited, how much of the deposit was used, what receipt numbers were issued, etc), and so on.
- The ability to make automatic word documents, scraping data from the "client profile". For instance, once I have all of the above details of a client, and I want to make a fee agreement, it is basically all about putting in the appropriate details in the right place. I want to be able to choose from a list what kind of form or document I want to create, and the document will be auto populated with client's details. This is instead of the current situation in which I have to open the blank template each time and copy and paste my client's details.
- My clients' files are typically saved in regular Windows directories. When a new client comes, I want to be able to click on a button that prompts the form to enter client's details, which will then create the "client profile" as mentioned above, and will also open a new folder in my Windows directory which will be given the next serial number plus name of client.
(so for instance- new client, my 193rd client, John Doe, arrives. I click on "new client", put in the details, click on "save", and then my "work" folder gets a new folder in it named "193 - John Doe". I will also have some sort of app which allows me to make any of a variety of forms/documents which will be auto populated with the relevant John Doe details).