I am creating a personal legal case management system in Microsoft365 and I have having trouble with outlining the various apps to be used. Currently I management my cases in MS Access. My main goals:
- Allow for outsourcing of discreet tasks
- Client portal
- where they can view case status,
- view advice (videos, text) specific to their case status
- , send me a text, email, etc,
- see what actions our office is taking on their case.
- Case workflows.
- Every case follows the same sequence of "milestones" so template workflow
- Parent/child events in the workflow. Time frames in the template (Event B needs to follow Event B within X days)
I am thinking that I would be creating a sharepoint site for each client, and a sharepoint site for the practice as a whole. I want either clients or me in a zoom with my client using forms to enter info in database. That part greatly concerns me, as I now use relational DB access. Should I be having data entered in forms posting to dataverse that is tied to my MS DB?
On the task management side, lists or planner or outlook? The workflow can get complex. I can envision different chains: lets say, the "onboard new client" chain, or the "Get Ready for Trial" event chain. So task workflow chains are triggered by case status. When I look at Lists vs To Do vis Planner vs Outlook tasks I am bewildered. Its a lot I know, and the alphabet soup of MS365 apps adds to the confusion! Any help would be most appreciated.
