Build me MS Access template for my small law firm
$100-250 USD
Paid on delivery
I run an Immigration Law Firm and I have been using separate Microsoft Excel spreadsheets for my client list, accounts receivable, billing, monthly income, etc, but I have to manually input info in each spreadsheet and it is redundant / inefficient. I need a template created in MS Access that allows me to run my law firm efficiently from client intake, case management, calendar, accounting and billing, new clients forms with their names, address, email address, etc. Each client needs to have a Client ID that is particular to the client and will be used to tie all of their documents together like monthly payments, balance sheet, etc. I bill clients as a flat fee but I offer a payment plans and many pay a down payment and monthly payments. I want to set it up to where I have an invoice for a client that has a total owed. Then payments can be filed on a payments form and it will reflect on the client's invoice and in my accounts receivable. I want to have a list of services that I provide so when i create a new case/client i can select from a drop down menu the type of case it is. For example, I can select Citizenship, Adjustment of Status, Removal Proceedings, etc from a drop down list to describe the clients case and invoice. Keep in mind one client may hire me for something now and hire me again later for something else. I want it to be clean so I want the Client ID to follow the client. But I want to be able to create different invoices for different services the client hires me for. I like the Northwind Template, however it does not allow for monthly payments and is more tailored towards a business that buys and sells good, whereas I offer a service. I like that it has employees that are able to have their own logins, a quicklinks tab where they could see customers, sales reports, etc. I also like how there are forms to create a new customer order and purchase order. For me I would like those forms to be New Client, Invoice, Payment, etc. Searching for clients by name or client ID to bring up their contact/case info and billing. I would like to be able to view reports and charts from the data collecting from the accounting in whole, down to each client.
Project ID: #27787956
About the project
Awarded to:
I can perfectly help you with that. I am a professional Financial Analyst, MS Access and Excel expert holding years of experience in utilizing advance level tools and functions of Excel (including VBA and Macro) to per More
7 freelancers are bidding on average $275 for this job
Hi! I understood your business requirements of having a template for the database. I can take it to the web and get a webpage designed & devloped for you that will serve as the focal point for you to get all the data More
I have read your requirements. I can do your project and can complete on time. I have recently successfully completed two projects in Access on Freelancer. I have 7 years of corporate work experience in VBA, Access, Ex More
I am a responsible person and I deliver work on time, I am a flexible person, and I transcribe very quickly
Hi It will be our great pleasure to work on your project. I have checked your requirement, yes we can do it, because we already work on similar requirement in past. We have right skills to work on this assignment. We w More
i am available to do this job , i can give you demo , i can give you the online software which is accessible any where from the world , online availability cost will be 150-200$ per year and one time software cost wi More
