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Case studies · Legal services

Proposal generation for a legal and tax advisory firm

Personalised client proposals that took over an hour of copy-pasting, screenshots and PDF form-filling are generated from structured intake in minutes, with engagement tracking.

Client
A legal and tax advisory firm
Built with
Power Apps, Power Automate
Timeline
Five days from analysis to deployment

The problem

Advisors gathered client information, ran tax calculations, and assembled proposals by hand from spreadsheets, calculator screenshots and PDF forms. Each new client cost significant administrative time, formatting was inconsistent, and nobody knew whether a proposal had been opened.

What we built

  1. 1Structured intake forms for consultants
  2. 2Automated hand-off between consultants and tax advisors with notifications
  3. 3Integration with the firm’s tax calculators
  4. 4A branded PDF proposal generator
  5. 5Open and click tracking with a dashboard

What changed

  • —Proposal preparation reduced from over an hour of manual work to minutes
  • —Consistent, branded documents and visibility of client engagement

More in Legal services

Sector page Legal services Client intake, matter opening and compliance evidence