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Summit Legal Group
Family Law
End-to-End Intake Automation with n8n
Discover how we transformed their operations through intelligent automation.
Key Result
15+ Hours Saved Weekly
Timeline
4 weeks implementation
n8nClio ManageDocuSignSlackTypeform
The Challenge
Summit Legal Group was overwhelmed by manual lead qualification and data entry. Paralegals spent over 15 hours a week manually transferring data from web forms to Clio Manage, leading to data entry errors and delayed client engagement.
Our Solution
We architected a comprehensive n8n workflow to handle the entire intake lifecycle. Now, when a lead submits a form, n8n automatically performs a conflict check, creates a new contact and matter in Clio, generates a custom engagement letter via DocuSign, and notifies the assigned attorney via Slack—all in under 30 seconds.
Results & Impact
- 90% reduction in manual data entry
- Instant engagement letter generation
- Zero data transfer errors
- 15+ hours of paralegal time saved weekly
"The n8n workflow PraxisFlow built didn't just save us time; it completely professionalized our client onboarding. We're converting leads faster than ever because we're the first to respond with a contract."