😓 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: https://connex.digital/blog/how-automation-made-the-estate-planning-process-more-efficient-at-a-law-firm
