I want to build a single Excel workbook that works as both a lightweight CRM and a matter-tracking hub for my solo practice law firm. The file must let me capture every client’s contact data on one sheet, follow each case from intake to close on another, and link or embed supporting documents so nothing sits outside the system. To give the workbook real value, I’d like AI woven into the flow. Insights that surface trends in settlements or court deadlines, macros that auto-populate routine letters or calendar reminders, and prompts that suggest the next touch-point with a client are the kinds of time-savers I have in mind. How you achieve this—whether with VBA that calls the OpenAI API, Office Scripts in Excel online, or a lightweight Python back-end tied in with Power Query—doesn’t matter as long as it runs smoothly from inside Excel and keeps my data secure. Deliverables • A multi-sheet .xlsx (or .xlsm) file with: – Client Contact Manager – Case Tracker with key dates & status fields – Document register that supports hyperlinks or embedded files • AI integration layer that performs: – Data analysis & insights dashboards – Task automation (deadline alerts, form generation, email drafts) – Suggestions for client communications • Clear, commented code (VBA / script) and any API keys abstracted to a config file • A brief walkthrough video or live session plus a PDF quick-start guide I will test by loading dummy matters, generating a client letter, and confirming that alerts trigger as expected. If you’ve built Excel-centric CRMs or legal tools before, please share a sample or screen-grab so I can see your style.