The hard part has been done: we spent two years developing a Filemaker database for our small law practice. We have an architecture, fields, tables, and a working relational database that has served us well the past year. I chose Filemaker because of its ease of use to edit and adjust the fields as things change.
There are two problems: there is no document assembly/mail merge integration with Microsoft Word, and the email integration with Outlook (or webmail) is terrible. It works great as a contact management/case management solution, but we really need a better way of generating forms and documents. I think that replicating the database in Access is the best solution, but I'm open to suggestions of another software application or web based interface.?
This project would be in multiple phases:
1) This bid is for converting our current Filemaker database into Microsoft Access.?
Upon successful completion, we would like to enter into another bid/arrangement to:
2) Build a to do list / task management / project management component;
3) Build a mechanism to upload PDFs or link documents to the client and matter.?
* * *This broadcast message was sent to all bidders on Sunday Jun 13, 2010 4:46:09 PM:
I added a screenshot of the backbone of the database: there are 27 tables, and each table has a number of fields. I also have 16 other snapshots of the relationships, user interface, scripts, and layouts. However, it seems as if I'm only able to add 1 image to this post. If you can tell me how to add other images, I'll do so. Second, based upon some suggestions I'm in the process of researching what .Net applications are; I'm not a coder by trade. Finally, I think whatever database solution/upgrade should have the ability to have a web-interface. I'd like to be able to have clients log in to a secure part of our website and enter in their data into the database to solve our data entry problem as well as allow them to have instant access about their case. I don't know if Access would allow this or not, but I'm working on researching different options. Thanks, David