Automations for law firms
Client onboarding sequence for law firms
Welcome emails, forms, documents and kickoff scheduling, sent automatically when someone signs. For law firms, it matters most while you're in court or on a client call. The usual trouble: intake questions are asked again on every consultation call.
What this fixes for law firms
- Intake questions are asked again on every consultation call.
- Engagement letters and fee agreements wait days for a signature.
- Document requests to clients get lost in email threads.
What it looks like in practice
Imagine a two-partner family law firm. A new client signs on a Friday afternoon. They get a welcome email, a short form and a link to book a kickoff consultation. A shared folder is created in SharePoint. On Monday you can see they've already done two of the three steps.
How it works for law firms
Here is how the client onboarding flow runs day to day for law firms.
- A new client signs or pays.
- A welcome message goes out with what happens next.
- Forms and document requests follow on schedule.
- A kickoff consultation is booked.
- You see who has finished which step.
Tools it connects to
It plugs into the tools law firms already use, such as Calendly, Outlook and SharePoint, and runs on n8n, Typeform and Google Drive.
Questions from law firms
Does the client onboarding flow work with Calendly?
It depends on your Calendly 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 client onboarding flow, 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 will my clients see?
They'll see a clear welcome and the right forms at the right time. I write the wording with you so it sounds like your law business, and you approve it before launch.
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