Structure every matter. Find information faster. Report with confidence.
eDataWorks helps professional service firms create consistent Microsoft 365 workspaces for client, matter, and project records, reporting, and handovers.
Your records remain in your approved Microsoft 365 environment.
Consistent records, useful reporting, and dependable support.
Start with a clear matter or project structure. Add reporting, repeatable workflows, and practical AI support where they create value.
Matter and project workspaces
Create repeatable structures for client records, correspondence, documents, key dates, permissions, reporting, and handovers.
Reporting and spreadsheet workflows
Turn structured records and working data into clearer status views, recurring reports, and consistent handover information.
Managed Microsoft 365 support
Continue with access management, email changes, permission updates, regular checks, and small workflow improvements after setup.
Practical AI support can help teams find information, summarise files and prepare status or handover notes once the underlying records are properly structured.
For lawyers, accountants, consultants and brokers working with client, matter or project records.
Your records stay under your control.
Work takes place inside the client’s approved environment.
Access is controlled through client-approved accounts, roles and permissions.
eDataWorks does not retain copies of client documents in its own systems.
Assess. Design. Configure. Hand over. Support.
Assess
Start with a free conversation and practical review of your priorities.
Design
Receive written findings, a recommended complexity level and a fixed-price proposal.
Configure
Build the agreed structure within your approved Microsoft 365 environment.
Hand over
Provide guidance and templates so the structure becomes part of normal work.
Support
Continue with managed Microsoft 365 support for access and small improvements.
A clear package based on the scale of your workspaces.
The free assessment identifies the best fit based mainly on the number of client, matter, or project workspaces, with permissions, migration, reporting, and workflow needs also considered.
Up to 10 client, matter or project workspaces
Ideal client: Solo practices and small teams.
Expected outcome: Consistent structure, controlled access and clear guidance.
- Workspace structure
- Naming rules
- Permission structure
- Standard templates
11 to 50 client, matter or project workspaces
Ideal client: Growing firms with repeated setup work.
- Migration support
- Repeatable workspace templates
- SharePoint and Teams structure
- Reporting views
Expected outcome: Repeatable structure, clearer access and useful reporting.
50+ client, matter or project workspaces
Ideal client: Firms with varied records, users or permissions.
- Workspace architecture
- Migration planning
- Reporting structures
- Workflow improvements
Expected outcome: Scalable architecture, visibility and consistent reporting.
Following the free assessment, you receive written findings, a recommended complexity level and a fixed-price proposal.
An initial support period is included after handover. Continued managed Microsoft 365 support is recommended where ongoing administration is required.
Practical systems for records-heavy work.
- Microsoft 365, SharePoint, Teams, Outlook and Excel
- Records, reporting and administrative workflows
- Experience in regulated and document-heavy environments
- Practical small-business systems and administration
Microsoft 365, SharePoint, Teams, Outlook and Excel
Records, reporting and administrative workflows
Practical small-business systems and administrationStart with a free assessment.
We will review your current records, workspaces, reporting, and priorities, then provide short written findings, a recommended complexity tier, and an outline proposal.