Automations for law firms
Document and proposal generator for law firms
Most law firms I talk to mention the same thing: intake questions are asked again on every consultation call. The document generator deals with it quietly while you're in court or on a client call. Creates proposals, letters and contracts from a template using details you already have.
What this fixes for law firms
- Intake questions are asked again on every consultation call.
- Potential clients call once, get voicemail and call the next firm.
- Engagement letters and fee agreements wait days for a signature.
What it looks like in practice
Imagine a two-partner family law firm. After a call you pick the record in MyCase and click one button. A draft document is ready in SharePoint with names, dates and prices filled in and a short custom section drafted for you to check.
How it works for law firms
Here is how the document generator runs day to day for law firms.
- You fill a short form or pick a record in MyCase.
- The right template is chosen.
- Details are filled in and AI drafts any custom text.
- A finished document is saved to SharePoint.
- You review and send.
Tools it connects to
It plugs into the tools law firms already use, such as Clio, MyCase, DocuSign and SharePoint, and runs on n8n, Google Docs and OpenAI.
Questions from law firms
Does the document generator work with Clio?
It depends on your Clio plan. Some tools open their data through an API and some keep it locked, so before we start I check what yours allows. If a direct connection isn't possible, I'll say so and suggest a workaround before you pay anything.
How is client data handled?
For the document generator, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The document generator sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built