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!
“I 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?
The Make Solution: Document Magic!
Using Make as the automation superhero, we built a workflow that changed everything:
One-Time Data Entry: Quick input into Airtable
Make Does the Rest:
Creates personalized PDFs
Organizes files in Dropbox
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.
The Results: HUGE Time Savings
The transformation was immediate:
Tasks: 45 mins → 5 mins (90% time saved!)- No more manual file sorting
Happier clients with faster document delivery
More clients without more work
Easy to use even for automation beginners
Why Make Was Perfect for This
Make made all the difference because it:
Connects everything: Airtable + Dropbox + Email in one workflow
Handles complex logic: Different documents for different situations- Creates complete workflows: End-to-end automation
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!
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