I am an attorney, and I have started an Airtable Base to track my clients, cases, hearings, and tasks.
I have about 2000 open cases at any one time, and about 10 employees that need to be assigned tasks, so the Base, once complete, will be fairly large.
Here are a few things I would like to be able to do with Airtable:
Create “If this, then that” Logic for various functions in Airtable. Here are a few examples of things I would like to be able to do:
Integrate with some other program to generate form letters and emails:
Integrate with FormAssembly:
Assign tasks to specific people based on various triggers. Here are a few things I would like to be able to do:
If this is something that you can help me with, please post a reply here.
Thanks to all who respond.
Hi James. We are the Airtable Sherpas - an outfit that helps clients exclusively with Airtable-related work. We help clients with all manner of Airtable-related tasks - from setting up your bases correctly and data entry, to writing code that helps power your business workflows or website.
If you are still looking for help please send me a private message or drop me a line at email@example.com. Also happy to share the portfolio of work we’ve done before, and to provide references.
To learn more about us, please see our website