Sharepoint File Management Record System
Budget: £750 – £1,500 GBP
My firm has regulator-specific requirements in terms of record-keeping. Currently this is done via an Access database with interlinked table of fee earner files, clients, and a separate protocol register of specific files (as these records must be kept in perpetuity and not for only 12 years), interlinked. The idea would be:
For anyone to search, add files to the register from anywhere
For any new fee earner to be able to have a separate register per year ( we would share the protocol though)
For us to be able to calculate fees generated per fee earner at any point
For it to potentially be linked to the client folders in our SharePoint OneDrive (currently it is divided in “private clients” and “corporate clients” folders, with then name, then date of instruction (example 2023.03.09)
For anyone to search, add files to the register from anywhere
For any new fee earner to be able to have a separate register per year ( we would share the protocol though)
For us to be able to calculate fees generated per fee earner at any point
For it to potentially be linked to the client folders in our SharePoint OneDrive (currently it is divided in “private clients” and “corporate clients” folders, with then name, then date of instruction (example 2023.03.09)