⚖️ n8n for Law Firms

n8n for Law Firms: Automate Legal Operations

From client intake to final billing, we build custom n8n workflows that help law firms deliver better client service with less administrative burden.

Request More Information →

Client Intake

Matter Management

Document Assembly

Legal Billing

Pain Points We Solve

Common law firm challenges we automate away

📝

Slow Client Intake

Automated conflict checks, engagement letters, and client questionnaires. New matters open faster with complete information.

📁

Matter Tracking Gaps

Automated deadline tracking, task assignments, and status updates. Never miss a filing deadline or court date.

📄

Manual Document Assembly

Template-based document generation from matter data. Produce standard documents in seconds, not hours.

⏱️

Billing Inefficiency

Automated time capture, invoice generation, and payment reminders. Improve realization and cash flow.

What's Included

Everything you get with this engagement

Law firm workflow strategy session
Client intake and conflict check automation
Engagement letter workflows
Matter deadline tracking and alerts
Document assembly automation
Time capture integration
Invoice generation workflows
Practice management system integration

How We Work with Law Firms

From assessment to practice efficiency

Practice Analysis

We analyze your practice areas, matter types, and current workflows to identify automation opportunities.

Compliance-Conscious Design

We design workflows with client confidentiality and ethical requirements in mind.

Build & Validate

We build workflows and validate with real matter scenarios before firm-wide rollout.

Train & Support

We train attorneys and staff on new workflows with ongoing support.

Frequently Asked Questions

How do you handle client confidentiality?

We design with attorney-client privilege in mind, including strict access controls, secure credential storage, and comprehensive audit logging. We recommend self-hosted n8n on your infrastructure for maximum control over sensitive client data.

Which legal practice management systems do you integrate with?

We integrate with Clio, MyCase, PracticePanther, Smokeball, and other legal software with API access. We also connect document management, e-signature, accounting, and communication tools for end-to-end workflow automation.

Can you automate document assembly?

Yes. We build workflows that generate standard documents from matter data and templates—engagement letters, pleadings, contracts, and correspondence. This produces consistent documents in seconds instead of hours of manual drafting.

How do you handle deadline tracking?

We build automated deadline tracking that monitors court dates, filing deadlines, and statute of limitations. The system sends proactive alerts to responsible attorneys and can escalate if deadlines approach without action.

Can you help with client intake automation?

Yes. We automate the entire intake process: conflict checks, engagement letter generation and e-signature, document collection, and matter setup in your practice management system. New matters open faster with complete information.

Ready to Practice Law, Not Push Paper?

Tell us about your intake, matter management, or billing challenges. We'll build n8n workflows that let you focus on clients.