SharePoint Setup & Automation in Edmonton, Alberta

No, and that is the whole point. The metadata is applied at the moment the matter is created and is inherited by every document filed into it. Systems that rely on people tagging documents correctly fail within months, because the one time it gets skipped is always the busy week that matters most. Ours never asks. That is also why the reporting works: when the data is complete by default, you can ask how many active files a practice area has and trust the number.

For the core build, no. SharePoint, Outlook, Teams, Approvals, Forms, and Planner are standard connectors included with Microsoft 365 Business Standard and Business Premium. Some optional extras do carry additional cost, and we flag them before you commit: automatically populating Word templates uses the premium Word Online (Business) connector, DocuSign and Adobe Sign connectors are premium, auto-applying retention and sensitivity labels by policy requires Microsoft 365 E5 or a Purview add-on, and AI-based document classification requires SharePoint Premium licensing. In most cases there is a no-cost alternative — for example, a Word template using Quick Parts bound to your library columns fills itself in with no flow and no premium connector at all.

Migration moves your data into SharePoint Online with permissions and structure intact. Setup and automation is what happens next — designing the libraries, content types, and metadata your business actually runs on, and then automating the repetitive work with Power Automate. Many clients do both as a single project, which is the better sequence: the automation requirements shape the target architecture instead of being retrofitted onto a structure that cannot support them.

No, and we would not recommend trying. SharePoint automation handles documents, folders, metadata, approvals, and deadlines. Your practice management, accounting, or ERP system remains the system of record for time, billing, and financials. Where that system exposes a supported API or Power Automate connector, we can trigger the SharePoint workflow directly from it so the matter is opened once. Where it does not, intake starts from a form and the two systems stay deliberately separate rather than fragile.

This is the single most common problem we get called in to fix. Flows built inside a staff member's personal account stop running the day that account is disabled, and nobody finds out until an invoice sits unapproved for a week. AltaCom builds in a managed Power Platform environment with solution-aware flows owned by a service account, documented connections, and named co-owners. Your business owns the automation, not an individual.

Almost never. We start with an audit of your existing sites, libraries, permissions, and content types, then remediate the parts that block automation — most often unindexed libraries hitting the 5,000-item view threshold, file paths approaching the 400-character URL limit, and per-file sharing that should be group-based permissions. Restructuring what exists is usually faster and far less disruptive than rebuilding, and your team keeps working throughout.