Back to Case Studies
Lex Partners LLP
Estate Planning
AI-Powered Document Drafting Engine
Discover how we transformed their operations through intelligent automation.
Key Result
98% Faster Drafting
Timeline
6 weeks implementation
n8nOpenAI APISharePointOutlook
The Challenge
Drafting complex estate plans was a major bottleneck. Attorneys were spending hours copy-pasting clauses and manually formatting documents, which limited the firm's capacity to take on new clients.
Our Solution
We built a custom document generation engine using n8n and OpenAI. The system parses client intake questionnaires, structures the data, and uses an LLM to draft personalized estate documents. n8n then compiles these into a formatted PDF, saves it to SharePoint, and drafts a review email for the attorney.
Results & Impact
- Drafting time reduced from 4 hours to 5 minutes
- 100% consistency in clause usage
- Doubled monthly client capacity
- Seamless integration with SharePoint
"I was skeptical about AI, but this system is a game-changer. It does the heavy lifting of drafting, allowing me to focus on the legal strategy and client relationship."