Teknonics: Empowering Your Digital Presence
Client intake: CRM → Legal System matter creation
- New client or referral is captured in Dynamics CRM (web form, email, or manual entry).
- Power Automate validates conflicts, assigns an owner, and creates the client/matter in your legal system with key details (matter type, responsible lawyer, billing settings).
- A linked SharePoint matter workspace is automatically created and connected back to the CRM record.
Value: Single source of truth for clients while keeping PCLaw as the system of record for matters.
CRM‑driven task & follow‑up automation for lawyers
When a matter status or stage changes in Dynamics CRM (e.g., “Retainer Received," “Ready to File”), Power Automate:
- Creates follow‑up tasks in CRM or Planner
- Sends Outlook reminders to assigned lawyers or clerks
- Updates a status note or flag in PCLaw
- Keep track of all related emails in the client profile
Value: Lawyers don’t rely on memory or emails—tasks are triggered automatically by matter progress.
Document & correspondence tracking across systems
Document & correspondence tracking across systems
- Emails or documents related to a client are saved in Outlook → SharePoint, tagged with the CRM Client/Matter ID.
- Power Automate links the document to the Dynamics CRM record and updates the corresponding PCLaw matter notes (or document reference).
- Lawyers are notified when new correspondence is added to their matters.
Value: Consistent filing, reduced lost emails, and better matter visibility.
Billing & trust reminders driven by CRM insights
Client communications & status updates driven by CRM events
Document & correspondence tracking across systems
- Dynamics CRM tracks engagement details (retainer amount, billing frequency, and client priority).
- Power Automate checks your legal system trust balances and WIP on a schedule.
- Automatically:
- Alerts lawyers when retainers are low
- Notifies accounting when a matter is ready to be billed
- Updates CRM with billing or trust status
Value: Fewer billing delays and better compliance with trust accounting rules.
Conflict check & new matter risk workflow
Client communications & status updates driven by CRM events
Client communications & status updates driven by CRM events
- When a new client or matter is created in Dynamics CRM, Power Automate automatically initiates a conflict check by searching existing clients, matters, and related parties (CRM + reference data from PCLaw).
- The flow routes the results to designated reviewers (lawyer, conflicts committee, or managing partner) for approval or rejection.
- Once approved, the matter is flagged as “Cleared for Intake” and automatically created or activated in PCLaw; if rejected, the CRM record is locked and logged for audit purposes.
Value: Reduces risk, enforces consistent conflict‑checking, and removes manual email‑based approvals.
Client communications & status updates driven by CRM events
Client communications & status updates driven by CRM events
Client communications & status updates driven by CRM events
- When key events occur (e.g., matter opened, retainer received, filing completed, matter closed) in you legal system or Dynamics CRM, Power Automate sends templated client communications via Outlook or a secure portal.
- Updates are logged automatically in Dynamics CRM as communication history, and a note or status flag is written back to your legal system.
- Optional logic can suppress or delay messages based on matter sensitivity or client preferences.
Value: Improves client experience, ensures consistent messaging, and reduces administrative follow‑ups by lawyers and assistants.