Aero Workflow + Sharepoint Integration

You review practice productivity metrics and firm reports each week, but client document tracking sheets only update when staff manually export files, so the completion counts you're reviewing are always outdated — with this integration, every new file lands in your records instantly and your data stays current.

You need to act fast when clients upload source documents, but you find out about new files long after they arrive in cloud storage, delaying your processing — this integration means every uploaded document instantly triggers your administrative tasks so you can begin work without delay.

You answer to business clients who want to see daily progress on their accounts, but gathering status updates from disparate storage tools takes hours of chasing files — automating both apps means every file upload updates your management platform automatically and keeps client visibility crystal clear.

The volume of client files and administrative requests is too high for anyone to keep up with by hand, leading to missed follow-ups and misplaced documents — connecting these apps means every client submission is captured and processed without manual data entry.

You own the execution steps after document collection and depend on senior staff to hand over client files, causing frustrating bottlenecks in your daily queue — with this integration, task creation happens the moment source files are saved, keeping your workflow moving.

You need a reliable history of all client document exchanges and keep finding frustrating gaps in audit logs due to human error — integrating these apps means every file activity is recorded consistently across your systems without missing a step.