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Automated Onboarding System for Law Firms | n8n Workflow Demo

In this video, I walk you through an end-to-end onboarding automation system built with n8n, designed specifically for law firms. This workflow collects client information and documents, securely stores them in Dropbox and Airtable, then generates a summary of the case stored in Airtable for quick internal reference.

Next, the system sends a personalized reassurance email to the client, letting them know the legal team is on it and outlining the next steps they should follow until further contact. Finally, the automation sends a Slack message to notify your internal team to get started on the case.

✅ No more manual data entry, more time saved
✅ Faster client onboarding
✅ Better internal coordination
✅ Improved client communication

Whether you're a solo attorney or managing a legal team, this automation can save hours and improve your onboarding experience.

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