SharePoint SPFx Demo
1. Legal Management System – SPFx Based
The Legal Management System is a case management application designed to help law firms manage legal operations within the Microsoft 365 ecosystem. Built using SharePoint Framework (SPFx), React, Fluent UI, and PnP JS, it integrates seamlessly with SharePoint Online while providing a modern and responsive interface.
The system offers a centralized platform to manage matters, documents, tasks, events, contacts, and financial records, improving collaboration and productivity. Inspired by platforms like Caret Legal, it demonstrates how a scalable and secure legal management solution can be built using SharePoint as the backend infrastructure.
The Legal Management System is a case management application designed to help law firms manage legal operations within the Microsoft 365 ecosystem. Built using SharePoint Framework (SPFx), React, Fluent UI, and PnP JS, it integrates seamlessly with SharePoint Online while providing a modern and responsive interface.
The system offers a centralized platform to manage matters, documents, tasks, events, contacts, and financial records, improving collaboration and productivity. Inspired by platforms like Caret Legal, it demonstrates how a scalable and secure legal management solution can be built using SharePoint as the backend infrastructure.
Key Features Implemented
- Create, edit, and manage legal matters
- Status tracking (Open, Pending, Closed)
- Practice area categorization
- Client association
- Tab-based detailed view (Documents, Events, Contacts)
- Automatic folder creation per matter
- Default legal subfolders (Pleading, Evidence, Contracts, etc.)
- Drag-and-drop file upload
- Breadcrumb navigation
- Folder rename and delete functionality
- Read-only mode for closed matters
- Add multiple contacts per matter
- Role-based classification (Client, Lawyer, Witness, Opponent)
- Search and filter functionality
- Edit/Delete with matter status validation
- Add court dates, hearings, meetings
- Upcoming / Past filtering
- Export to CSV
- Read-only protection for closed matters
- Create, edit, and manage legal matters
- Status tracking (Open, Pending, Closed)
- Practice area categorization
- Client association
- Tab-based detailed view (Documents, Events, Contacts)
- Automatic folder creation per matter
- Default legal subfolders (Pleading, Evidence, Contracts, etc.)
- Breadcrumb navigation
- Drag-and-drop file upload
- Folder rename and delete functionality
- Read-only mode for closed matters
- Add multiple contacts per matter
- Role-based classification (Client, Lawyer, Witness, Opponent)
- Search and filter functionality
- Edit/Delete with matter status validation
- Add court dates, hearings, meetings
- Upcoming / Past filtering
- Export to CSV
- Read-only protection for closed matters
Technical Stack
- SPFx (SharePoint Framework)
- React (Class Components)
- Fluent UI
- PnP JS
- SharePoint Lists & Document Libraries
- Dynamic routing via query parameters
- Popup-based Create/Edit forms
- Tab-based modular architecture
Business Benefits
- Centralized legal data management
- Reduced dependency on third-party SaaS tools
- Fully customizable inside Microsoft 365
- Secure and permission-based access control
- Scalable architecture for enterprise-level deployment
Tasks Module (In Progress / Planned)
- Task creation and assignment
- Due date tracking
- Priority management
- Status-based filtering (Upcoming, Overdue, Completed)
- Reminder-ready structure
Upcoming Modules (Planned Expansion)
- Workflows & Automation
- Time & Expenses Tracking
- Invoicing & Ledger
- Payments Tracking
- Communications & SMS Logs
- Activity Log
- Intake Forms
Project Vision
This project demonstrates how a complete Legal ERP-style system can be developed using SPFx without external platforms — providing a scalable, secure, and customizable solution tailored for law firms.
2. Supplier Portal – Built on SharePoint & SPFx
Our SharePoint & SPFx-based Supplier Portal is a modern, secure, and scalable solution designed to streamline supplier registration and management processes.
Built using SharePoint Online and SharePoint Framework (SPFx), the portal provides a centralized digital platform for supplier onboarding, approval workflows, and ongoing vendor management. It ensures structured data collection, secure document handling, and role-based access control within a fully integrated Microsoft 365 environment.
The system enhances operational efficiency by automating supplier registration, approval tracking, and communication processes — delivering transparency and improved collaboration between procurement teams and suppliers.
Our SharePoint & SPFx-based Supplier Portal is a modern, secure, and scalable solution designed to streamline supplier registration and management processes.
Built using SharePoint Online and SharePoint Framework (SPFx), the portal provides a centralized digital platform for supplier onboarding, approval workflows, and ongoing vendor management. It ensures structured data collection, secure document handling, and role-based access control within a fully integrated Microsoft 365 environment.
The system enhances operational efficiency by automating supplier registration, approval tracking, and communication processes — delivering transparency and improved collaboration between procurement teams and suppliers.
Key Features
● Online Supplier Registration
Digital registration forms allow suppliers to submit company, contact, tax, and banking details through a secure self-service interface.
● Structured Approval Workflow
Multi-level approval process with status tracking such as Pending, Under Review, Approved, or Rejected.
● Centralized Supplier Database
All supplier records are maintained in SharePoint lists with advanced search, filtering, and categorization.
● Secure Document Management
Upload and manage compliance documents including GST, PAN, VAT certificates, and bank verification documents.
● Admin Dashboard
A dedicated Admin Dashboard provides complete visibility and control over supplier registrations and records. Administrators can review submissions, approve or reject requests, monitor pending applications, manage supplier data, and track recent activities — all from a centralized interface.
● Real-Time Status Visibility
Suppliers can track their registration and approval status directly from the portal.
● Compliance & Audit Tracking
Maintain a complete audit trail of submissions, approvals, and updates for reporting.
● Responsive & Modern UI
Developed using SPFx to provide a responsive, enterprise-grade user experience integrated with Microsoft 365.
3. Training Request System – Built Using SPFx & SharePoint Online
The Training Request System is a modern SharePoint Framework (SPFx) solution designed to automate and streamline the employee training request process within an organization.
It enables employees to easily submit training requests, which are then processed through a structured approval workflow involving the Line Manager and HR Manager.
The system enhances efficiency, reduces manual effort, and ensures complete visibility and control over training activities.
The Training Request System is a modern SharePoint Framework (SPFx) solution designed to automate and streamline the employee training request process within an organization.
It enables employees to easily submit training requests, which are then processed through a structured approval workflow involving the Line Manager and HR Manager.
The system enhances efficiency, reduces manual effort, and ensures complete visibility and control over training activities.
Key Features
1. Employee Auto-Populate
The system automatically fetches employee details when the employee name is selected, including:
- Employee ID
- Department
- Division
- Line Manager
This ensures data accuracy and eliminates manual entry errors.
2. Smart Training Request Form
A well-structured and user-friendly form that allows employees to:
- Enter course and training details
- Select training type (Internal / External)
- Specify training duration
- Provide cost breakdown
The form is designed to be intuitive and easy to use.
3. Multi-Level Approval Workflow
The application follows a structured approval process:
● Line Manager Approval
- Reviews request details
- Can Approve, Reject, or Request More Information
- Adds comments for decision clarity
● HR Manager Approval
- Verifies budget availability
- Reviews overall training cost
- Provides final approval or rejection
4. Real-Time Status Tracking
Each request is tracked through different stages:
- Pending Line Manager Approval
- Pending HR Approval
- Approved / Rejected
This provides full transparency to all stakeholders.
5. Automated Cost Calculation
The system automatically calculates total training cost by combining:
- Course Fee
- Transportation Fee
- Accommodation Fee
- Air Ticket Fee
This helps in accurate budgeting and decision-making.
6. Email Notification System
Automated notifications are triggered at each stage:
- Request submission → Line Manager notified
- Manager approval → HR notified
- Final decision → Employee notified
Ensures seamless communication across all levels.
7. Modern & Responsive UI (SPFx)
Built using modern SharePoint Framework:
- Clean and professional interface
- Fully responsive design
- Smooth user experience
- Easy navigation
Every success counts, we do build value for clients
With our SharePoint experts, businesses can streamline collaboration, automate workflows, and manage content efficiently, delivering secure and scalable results faster.
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SharePoint Framework (SPFx) is used to build custom solutions in SharePoint.
They are sample projects that demonstrate how to build and customize web parts and extensions using the SharePoint Framework.
A solution to manage vendor onboarding with forms and approval workflows.
It helps track legal requests, documents, and case status in SharePoint.
Employees can submit and track training requests with approval workflows.
It automates expense submission, approval, and tracking processes.
Yes, they can be tailored to meet specific business requirements.
Yes, it supports multi-level approval workflows.
Yes, they integrate with Teams, Power Automate, and Power BI.
Yes, they include role-based access and data protection features.
HR, finance, legal teams, and other business departments.
They improve efficiency, automation, and collaboration.
Yes, it can manage multiple workflows simultaneously.
Yes, it is scalable and suitable for all business sizes.
You can explore demo solutions and customize them as needed.