McLeod Law is a Calgary‑based, full‑service law firm providing legal services across business law, litigation, and private client matters. As a professional services organization handling sensitive financial and client data, the firm relies on structured, approval‑driven processes to support its trust accounting and legal operations.
For organizations managing trust funds and regulated financial transactions, workflow reliability and visibility are critical. At McLeod Law, trust deposit submissions play an essential role in supporting client work, but the underlying technology had not kept pace with evolving operational and security requirements.
The trust deposit process at McLeod Law was built on legacy form and workflow technology that had become increasingly difficult to maintain. Updates required specialized effort, approvals relied heavily on manual coordination, and there was limited visibility into the status of submissions once they entered the process.
Given the sensitive nature of trust‑related data, the firm also required stronger role‑based controls and clearer audit trails. At the same time, leadership recognized that trust deposits were only one of several workflows that would eventually require modernization.
Rather than simply replacing the existing solution, the trust deposit process was re‑evaluated with a focus on long‑term scalability. Microsoft Power Platform was selected to separate data management, workflow logic, and user experience into a more flexible and governed design.
Trust deposits were intentionally used as the first implementation, establishing patterns and standards that could be reused for additional workflows across McLeod Law’s operations.
A modern workflow solution was implemented to support secure, auditable trust deposit submissions. This included a centralized system of record, automated approval routing, and clear status tracking throughout the process.
Role‑based access ensured that sensitive financial data was visible only to appropriate users, while standardized data structures laid the groundwork for improved reporting and future automation.
The modernized workflow reduced manual effort, improved transparency, and strengthened data controls. By establishing a scalable platform approach, McLeod Law is now positioned to modernize additional business processes more efficiently and with greater consistency.
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