I automated a law firm's client onboarding with n8n. Here's the exact flow.

Most law firm onboarding is a chain of manual tasks. Someone fills out an intake form. Someone else runs a conflict check. A paralegal sends the retainer. Another person sets up billing. Someone eventually remembers to send the welcome email. Each handoff is a place where things stall. Here's how to wire it so one form submission handles all of it. The stack Typeform (intake form) n8n (orchestration) Clio or MyCase (conflict check + case management) PandaDoc (retainer agreement) Stripe (billing) Gmail (welcome packet) You can swap Zapier or Make for n8n if you prefer. The logic is the same. The flow Client submits Typeform → n8n webhook fires n8n checks opposing party names against existing Clio contacts If conflict found → notify attorney via Slack/email, stop workflow If no conflict → create new contact in Clio, trigger PandaDoc to send pre-filled retainer PandaDoc webhook fires when retainer is signed n8n receives the signed event → create Stripe invoice or payment link → send to cl