Professional Services — SharePoint & Microsoft 365
TechRam builds the SharePoint intake and triage layer for professional services firms, so matters are triaged on arrival and the practice lead can see the queue without asking anyone. Intake stops arriving in a shared inbox, and SLA timers are visible rather than discovered late.
Intake arrives in a shared inbox and is triaged when someone has time. Nobody can say how many matters are waiting, who owns them, or which are past their SLA. We build the intake and triage layer on the licences you already hold.
Where it usually starts
Intake sitting in a shared inbox until Friday. No owner per matter. Documents filed by whoever touched them last.
What changes
One intake form, one queue, one owner per matter, SLA timers the practice lead can see, and document control with review dates.
What we build for Professional Services
See these in the catalogue →Common questions
01. Do you understand Professional Services compliance, or do we have to explain it?
You will not be explaining what a professional obligation is. You will have to tell us yours, because they differ by organisation and by state, and that is what the discovery sessions are for.
02. Is this a product for Professional Services, or a project?
A project, and the distinction matters. There is no Professional Services product here to configure into shape, which is why the scope is agreed against your process rather than against a feature list.
03. Do we need a practice management system for this?
No. We build the intake and triage layer on the licences you already hold, and the systems around it keep doing the jobs they are good at.
04. Nobody can say how many matters are waiting. What changes?
One intake form, one queue and one owner per matter, with SLA timers the practice lead can see without asking anyone.
05. Documents are filed by whoever touched them last. What replaces that?
Document control with review dates, so a document has an owner and a date rather than a position in a folder.