Technical Services solutions by product

GoFileRoom

API/Automation

Training and consulting

Automation consulting
Getting started with APIs

PowerBI Dashboard

Tracking report
Other/custom scope

Utilities/apps

GFR User Import PowerApp Template
GFR Document Export to Folders PowerApp Template
Other/custom scope

Custom database updates

Information Field update
: Update information field values within FirmFlow as requested on a one-time basis.
Client number re-indexing
: Renumber clients in the client number index in GoFileRoom, which updates this information in documents, workflows, ClientFlow, and related permissions.
Other requests can be considered and performed if feasible, such as configuration changes or updates of fields for staff name or login domain name.

Custom reports

One-time report
: Generated from GoFileRoom to assist firms with analytical data. It's normally provided in a Microsoft Excel file. Some examples of commonly requested custom reports include: User Document Activity, User report, Workflow Notes, and Local File report.

important

Technical Services can't add reports to the report option within the user interface, or create recurring reports.

Custom solutions

A custom solution can be considered for development if it doesn't require a change to the user interface of the software.
A utility to facilitate communication to and from GoFileRoom.

Document migrations

From non-GoFileRoom sources
: Migrate documents from any system as long as metadata for the associated file is available within the file path, file name, or a database. The files must be available in a flat file format and not embedded within a proprietary application.
From a GoFileRoom source
: Move documents from one drawer within GoFileRoom to another drawer within the same GoFileRoom or an external GoFileRoom database.

Mass user import

GoFileRoom users
: Add multiple staff and security groups to GoFileroom via information provided by your firm.
GoFileroom clients
: Add multiple clients to GoFileroom via information provided by your firm.

Utilities

File Importer
: Script to automate the indexing and uploading of documents to GoFileRoom based on criteria within the folder path or file name. It's used in conjunction with the FileImporter Utility installed at a firm's location.
Custom LookupList query
: Pulls additional information from the application other than the client name and client number. Other common fields to pull from a practice management system include: partner, manager, associate, office, client address, client phone, client email, and primary contact.
FirmFlow Update utility
: Syncs FirmFlow folder level fields with your practice management software. It can also sync the PIC field.