Every review from three platforms, credited to the right lawyer and office every hour, without the spreadsheet.
A member of staff kept every client review from three platforms in a hand-maintained spreadsheet, guessing which lawyer and office each one belonged to.
Collect, match, attribute, confirm. People only touch the ambiguous ones.
Seven ways to find a name
Exact full name, nickname ('Liz' finds Elizabeth), initials, fuzzy misspellings, and a unique first name when only one Yvonne works at the firm.
Three-level office fallback
A review counts in regional reporting before any lawyer is identified.
The view as a contract
A stable row key and last-modified column for incremental BI merge. Raw payloads deliberately kept out.
Three review platforms in, one clean table out.
Reviews are matched against the live employee list synced daily from the firm's Azure warehouse. The BI team never logs in; they read the view.
The spreadsheet is gone. Reviews are collected, credited and region-stamped automatically every hour, and human effort goes only to the genuinely ambiguous cases.

