A Texas-based probate and estate law firm that manages large volumes of client information across multiple practice areas and offices. The firm focuses on probate administration, estate planning, and estate litigation, requiring accurate and easily accessible client records throughout the legal process.
Kreig LLC maintained client information across multiple Google Sheets, with different datasets stored in separate tabs.
The team needed a faster way to retrieve and update client information without manually searching through multiple worksheets.
The existing process created several challenges:
The firm needed a centralized interface where users could quickly find a client’s information and make updates without interacting directly with the underlying data structure.
We developed a custom Google Sheets solution using Google Apps Script to create a centralized client lookup and update system.
The solution introduced a dedicated lookup dashboard where users could simply select a client from a dropdown list.
Behind the scenes, the system automatically:
We also built a reverse synchronization process that automatically pushes approved updates back to the correct source sheets, ensuring data remains consistent throughout the workbook.
Custom action buttons were added to simplify the workflow, allowing staff to retrieve and update records with a single click.
What was previously a manual process involving multiple spreadsheets became a centralized client management system that enabled Kreig LLC’s team to access and maintain client information more efficiently and accurately.
