Meridian Legal's team was spending more time on paperwork than on cases. Client intake forms were manual, document templates required copy-pasting, and follow-up emails were sent by hand. They knew automation was possible but didn't know where to start.
We audited their workflows over two weeks, mapping every repetitive touchpoint. We then built a multi-step automation system using n8n: automated intake forms that populate a CRM, GPT-4-powered document draft generation from intake data, and an email sequence that triggered based on case stage. All connected via API with no manual handoffs.
Each team member reclaimed 18 hours per week — time redirected to client-facing work. Document drafting time dropped from 2 hours to 8 minutes per document. The system paid for itself in under 6 weeks.