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Legal / professional services · Microsoft Access + MS Forms

Case tracking with automatic intake

A Microsoft Access case tracker with auto-import from MS Forms — no more re-keying.

~8 hrs/wk
manual entry removed(approx.)
Automatic
intake straight from MS Forms

The problem

A team tracked client cases but handled intake by hand, re-keying information clients had already submitted. It was slow, it was error-prone, and it pulled time away from the actual casework.

What we built

We built a Microsoft Access case-tracking app with an auto-import feature that pulls new submissions straight from MS Forms, so intake flows in automatically instead of being typed in twice.

The result

New cases now land in the tracker automatically — cutting manual entry by an estimated eight hours a week and removing the re-keying errors that came with it.

Industry example. Figures marked “approx.” are typical/representative, not a guarantee.

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Case Study: Automatic Case Intake with Access + MS Forms — YittBox