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.
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.