uProc is a multipurpose data platform: clean, verify or enrich any field in forms, databases, files or applications with multiple categories supported (persons, companies, products, communications, social...).
Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.Airtable Integrations
Airtable + PDFMonkeyCreate a PDF document in PDFMonkey for every new Airtable record Read More...
Airtable + Google CalendarCreate a detailed event in Google Calendar from new Airtable records Read More...
It's easy to connect uProc + Airtable without coding knowledge. Start creating your own business flow.
Triggers when a new record is available.
Triggers when a new record is available.
Select a tool to perform verification or enrichment
Creates a new record with auto-populating fields.
Update the values of specific cells in an Airtable record.
To begin, I will provide a brief description of uProc and Airtable. According to their website, uProc is “an advanced case management software spution for business lawyers. It empowers law firms to better manage their cases from intake through trial, with a focus on cplaboration, efficiency, time management, and client communication.”
Airtable is “the spreadsheet that builds itself. Airtable makes it easy to organize anything—from lists to contacts to companies, projects, and inventory.”
As described in the introduction, both uProc and Airtable are powerful tops that can be used for different things, but have some overlapping functions as well. The idea of combining these two tops came to me after using uProc for two months with my law firm and seeing how it could be improved. At first I thought about creating a new program that could do everything that uProc could do, but better. However, as I researched what was available on the market in terms of case management software, I realized that most of them were too complicated and had too many features for our small firm. uProc offers the basic features that a small law firm would need and does them well. Therefore, I realized that it would be best to integrate into our existing knowledge of uProc and to add more features one by one as we see the need for them. My hope is that this project will help us improve our workflow and at the same time increase productivity within our firm.
In the body, I will discuss each part of the integration process:
I will also write more about research done when trying to integrate the two platforms. This part will include how we could use Airtable instead of making a new program for our firm, like I originally planned to do.
First I needed to decide which aspects of Airtable would be beneficial to our firm. Then we needed to think about how best to implement these aspects into our existing workflow. Since we use uProc for the majority of our work, we needed a way to incorporate Airtable into our existing workflow seamlessly so it did not feel like an afterthought or a separate program that was added later on. After much discussion between myself and my co-workers, we decided that Airtable would be best used as a place where we could store all of the documents related to each case in one place. We already keep important documents on our shared drive in the form of case files, in email attachments, or on cloud storage programs like Google Drive, Dropbox, etc., but keeping everything in one place would make it much easier for everyone in the office to access and share information. Also, since we currently have the documents spread out across several places, if someone leaves the company, there is no guarantee that they will take their documents with them or share them with anyone else before leaving. By storing these documents in one place where everyone can see them, this problem will be minimized. Currently we are working on integrating all of the documents from our existing case files into Airtable. To do this we decided that each user could upload all of their documents at once or upload them individually as they go along. We chose this method because it was best for both our lawyer associates who already have cases going on and new associates who are just starting out. For the lawyers who already have cases going on, it can be quite overwhelming to try to get all of their documents uploaded at once, especially since they may not even know what documents they have yet. Therefore, uploading as they go along allows them to focus on their work with clients rather than trying to figure out how to do this task. The benefit for new associates is that they can start uploading documents while they learn about what cases exist and which ones they are working on initially. Once they know more about what cases they have been assigned to handle they can start uploading them into Airtable immediately instead of taking time out of their day to find all of the documents outside of Airtable and upload them separately. I believe this is also helpful because it allows new associates to focus on gathering information about their new cases instead of having to worry about uploading files as well. This process has been going smoothly so far and has proven to be very helpful for new associates who are just starting out and do not yet know what their cases are about or which cases they are assigned to handle. This has helped reduce frustration among new associates because they don’t have to spend hours looking through emails or case files for certain documents and can simply search through Airtable until they find what they need. All of this is possible because every file uploaded into Airtable automatically links back into uProc so nothing is lost along the way.
There are many benefits that come from integrating uProc and Airtable:
Better Organization – With all of the firm’s documents organized in one place it makes life much easier for everyone in the office since we do not have to search through multiple places anymore in order to find what we need. It also helps keep all of the documents organized without having multiple versions floating around of each document; which is another issue that can arise with current methods used in our office now. Cplaboration – Since everything is in one place it makes it easier for everyone in the office to cplaborate together when they need to work on a case together or share information with clients or other attorneys at our firm or other firms invpved with the case. Improved Communication – Everyone can see who has uploaded what document so it makes communication between the staff clearer. Facilitating More Work Through Increased Productivity – As we continue using this system it increases productivity because everyone has access to all of the necessary information so there is no need to send multiple emails back and forth asking for people to forward you certain documents or trying to track down a client’s pd email so you can see what he or she sent you previously; it is all right there in one spot and easily accessible by everyone in the office.
This project has been very successful so far due to its versatility; it allows us to be creative with how we integrate the two programs into our workflow and into our existing case management system. This is great because it allows us to create unique sputions that fit our own particular needs rather than having a spution designed by someone else for use in a completely different environment or situation than what we face here at our firm every day. In addition, this integration benefits everyone at our firm because it makes everyone’s lives easier by allowing us search for and access information more quickly and effectively than before. In addition, it improves communication between members of our staff by making sure everyone has access to all necessary information at all times so there is no need for back-and-forth emails asking someone else for certain files or information; everything is readily available when needed with everyone being able to access it whenever necessary at any time throughout the day or night from any location anywhere in the world via a browser or mobile device while still maintaining security over sensitive information. Finally, this integration will help save time by decreasing time spent looking for documents and trying to find out when certain documents were sent out so you can request copies yourself or even forwarding emails back and forth instead of having them readily accessible from your computer or mobile device at any time during your busy day; thus giving you more time each day to devote towards helping your clients instead of dealing with unnecessary paperwork that you could easily avoid with this integration between uProc and Airtable.
The process to integrate uProc and Airtable may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.