Would like SharePoint apps, components, templates, and themes for SharePoint 2013 on-premises and SharePoint Online and Office 365. The goal is file management and client management.
These should be easily customizable for use by a lawfirm and by a real estate company. Should allow for multiple users and support tracking activity, telephone calls, leads, prospective clients, clients, tasks, matters, documents, meetings, calendar, document library to sync with a onedrive for business.
Should also include time billing and automatic invoice generation.
It must support synchronization of contacts, meetings, and tasks with Outlook, mail merge with Outlook and Microsoft Word, and offline document synchronization features.
Each client and matter should include a OneNote notebook that allows free-form capture of notes and other important pieces of information.
Types of Files handled by the firm: Foreclosure Defense Litigation Wills & Trusts Probate Real Estate Condominium Association Personal Injury Corporate Contracts Guardianship Entertainment Evictions Immigration Family Law
I have attached "concept" skeleton files that were taken from our old Microsoft Outlook BCM version, and also from a skeleton version that we were "attempting" inhouse. However, we would like a much more POLISHED look and feel!