Finish Custom Power Platform Solution
Budget: $8 – $15 USD
We’ve built most of a litigation SaaS on Microsoft:
• Dataverse tables are in place.
• Power Pages site exists (client intake).
• Model-Driven app plan is defined.
• SharePoint will store case docs.
I need a builder to finish the MVP. Roughly 40 hours if you know the stack.
What’s left (finish work)
• Wire Client → Matter → child tables (lookups are added; verify/publish).
• Set Power Pages table permissions (Contact access + related chain).
• Build a 3-step LAP intake (Client confirm → Parties → Dates) + Document upload page.
• Create a Model-Driven app “Matter” form with tabs: Overview, Documents (SharePoint control), Parties, Dates, LAP, Tasks.
• Turn on SharePoint server-based integration and add the Documents control on Matter.
• Add Quick Create for Client and Matter, plus a simple Business Process Flow.
• Set Dataverse (current environment) connections using a Service Principal.
• Small flows: auto-stamp Firm/Matter on child rows; build invite links with clientId/matterId.
• Seed Section Types and Custom Questions from CSV (admin page + import flow).
• Views/dashboards and a short hand-off doc
• Dataverse tables are in place.
• Power Pages site exists (client intake).
• Model-Driven app plan is defined.
• SharePoint will store case docs.
I need a builder to finish the MVP. Roughly 40 hours if you know the stack.
What’s left (finish work)
• Wire Client → Matter → child tables (lookups are added; verify/publish).
• Set Power Pages table permissions (Contact access + related chain).
• Build a 3-step LAP intake (Client confirm → Parties → Dates) + Document upload page.
• Create a Model-Driven app “Matter” form with tabs: Overview, Documents (SharePoint control), Parties, Dates, LAP, Tasks.
• Turn on SharePoint server-based integration and add the Documents control on Matter.
• Add Quick Create for Client and Matter, plus a simple Business Process Flow.
• Set Dataverse (current environment) connections using a Service Principal.
• Small flows: auto-stamp Firm/Matter on child rows; build invite links with clientId/matterId.
• Seed Section Types and Custom Questions from CSV (admin page + import flow).
• Views/dashboards and a short hand-off doc