Drowning in manual data entry and document creation? I’ve got two powerful automation solutions to share with Gavel and Make.
In my latest video, I demonstrate how to build:
✅ An automated estate planning intake system that:
– Collects client and related party information
– Tracks financial assets
– Automatically organizes everything in Airtable
– Creates visual summaries of family wealth
✅ An automated engagement letter system that:
– Triggers when matter stage changes in Clio
– Pulls client information automatically
– Generates customized engagement letters
– Files documents in the right place
– Updates matter status
The best part? It’s all no-code! You don’t need any programming experience to set this up.
I walk you through both automations step-by-step using Make.com and Gavel, showing you exactly how to:
– Set up the workflows
– Connect your systems
– Handle nested data
– Automate document generation
Click to get access to the free Make templates here.
Want to fix your intake?
Watch the video 👉 here.
