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Legal / professional services · Microsoft Access + MS Forms

Legal team cuts ~8 hours a week of manual case intake

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

~8 hrs/wk
manual entry removed(approx.)

Before: intake was re-keyed by hand — about eight hours a week. After: submissions import automatically from MS Forms.

Automatic
intake straight from MS Forms

Before: client information was typed in twice. After: new cases land in the tracker on their own.

  1. 1

    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.

  2. 2

    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.

  3. 3

    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: Legal Team Cuts 8 Hrs/Week of Intake — YittBox