Microsoft 365 & Automation for a Professional Services Firm
A consulting firm drowning in manual client administration got a secure Microsoft 365 foundation, organized document management, and automation that ended the daily copy-paste — protecting billable time.
Demo case study
This case study uses representative example data and illustrative screen mockups to demonstrate our approach and capabilities. Customer names and identifying details have been removed.
Business impact
Client onboarding cut from a day to under an hour
No more re-typing client details into proposals and invoices
Client documents secure, organized, and findable
Phishing and account-takeover risk substantially reduced
The problem: billable time lost to administration
The firm’s problem wasn’t broken computers — it was the invisible tax of manual administration: a day of setup per client, documents scattered everywhere, and security that depended on memory and good intentions.
The approach: foundation first
We started with identity and security — because no amount of automation is safe on an unsecured base. Then we organized documents, then automated the repetitive intake and generation work.
The solution
- A secure Microsoft 365 foundation — email, Teams, SharePoint, and device policies configured properly.
- Document structure that sticks — client folders and templates the team actually uses.
- Automated intake — one form creates the client record, notifies the right people, and builds the onboarding task list.
- Generation, not re-typing — proposals and engagement letters built from client data.
The impact
Billable time came back. Client onboarding went from a day to under an hour, documents became findable and secure, and the firm stopped being a phishing statistic waiting to happen.