πŸš€ How Make Transformed a Lawyer's Practice: From Paperwork Nightmare to Automation Dream

:downcast_face_with_sweat: The Problem: Drowning in Documents

Ever feel like you’re swimming in paperwork? This estate planning lawyer was spending 30-45 minutes PER CLIENT just creating custom legal documents!

β€œI was spending so much time preparing letters manually. I knew there had to be a better way, but had never used automation tools before.”

She was stuck in a loop of typing the same info into different templates instead of growing her practice and helping clients. Sound familiar?

:sparkles: The Make Solution: Document Magic!

Using Make as the automation superhero, we built a workflow that changed everything:

  1. :keyboard: One-Time Data Entry: Quick input into Airtable
  2. :counterclockwise_arrows_button: Make Does the Rest:
    • :page_facing_up: Creates personalized PDFs
    • :file_folder: Organizes files in Dropbox
    • :incoming_envelope: Emails documents to clients automatically

The best part? No coding required! Make’s visual builder made it easy to set up complex workflows with drag-and-drop simplicity.

:tada: The Results: HUGE Time Savings

The transformation was immediate:

  • :stopwatch: Tasks: 45 mins β†’ 5 mins (90% time saved!)
  • :file_folder: No more manual file sorting
  • :blush: Happier clients with faster document delivery
  • :briefcase: More clients without more work
  • :raising_hands: Easy to use even for automation beginners

:light_bulb: Why Make Was Perfect for This

Make made all the difference because it:

  • :electric_plug: Connects everything: Airtable + Dropbox + Email in one workflow
  • :puzzle_piece: Handles complex logic: Different documents for different situations
  • :counterclockwise_arrows_button: Creates complete workflows: End-to-end automation
  • :chart_increasing: Grows with you: No need to rebuild as you scale

Are you still creating documents manually? Make can help you reclaim HOURS of your week!

:backhand_index_pointing_down: Have you used Make for document automation? Share your story below!

Link to the full blog post: How automation made the Estate Planning process more efficient at a law firm