How automation made the Estate Planning process more efficient at a law firm
Imagine a lawyer spending hours each week on repetitive tasks like creating personalized letters and tracking documents. This manual work took time away from client-focused tasks and business growth. With automation, she streamlined her workflow, eliminating the need to manually generate and email documents. This freed up hours daily, allowing her to focus on client service and growing her practice. Here's how automation transformed her business, boosting efficiency and creating more time for what matters.
The challenge: A Lawyer’s Manual Process for Estate Planning
For our client, an estate planning lawyer, each workday involved generating customized letters assigning important roles like guardians and healthcare agents. Preparing these letters required manual entry of names, roles, and details into templates, taking 30 to 45 minutes per client. This time-consuming process could have been spent on client interactions or other high-priority tasks.
“The thing that I'm needing to do is preparing letters. And the way I kind of imagine this happening, although I've never used any automation tool before like this, is that we would put together a table of what we need to be in the letters, basically in that table would, I don't know. Go into a machine, and the letters would be spit out the other end.”- The Client
And that's basically what the automation did for her workflow.
By integrating Airtable and Make, the manual process was replaced with a streamlined automation solution. With just a few clicks, the lawyer could fill out a table with the necessary details, and the system would generate personalized PDFs instantly. It didn’t stop there—files were automatically stored in Dropbox, organized, and ready for distribution.
Old Workflow
- Manually fill out client forms with names and roles.
- Customize each document based on roles.
- Save and organize documents manually in folders.
- Print, label, and send documents by hand.
- Email scanned copies of letters to clients.
New Automated Process
- Enter client details into a table in Airtable.
- Automation tools (Make) generate customized PDFs.
- Documents are automatically stored in Dropbox.
- Emails with PDF copies are sent automatically.
Major Time Savings and Efficiency Boost
The impact was immediate: tasks that once took 30-45 minutes per client were now completed in under 5 minutes. The lawyer could now serve more clients with the same time, and the need for manual document organization was eliminated. Automation gave her the ability to handle a growing number of clients without adding more work to her plate.
Want this setup? We can help!
Transform your estate planning workflow with our expertise in connecting Airtable and Make. Let us help you automate document generation and client communications—book a call with us today to save hours of manual work!
