Custom CRM and Document Generation
From Intake to Settlement—Automated, Organized, and On Track.
The Challenge
The client, a fast-growing personal injury law firm, was struggling with fragmented case handling. Information was siloed across spreadsheets, emails, and disconnected tools—causing delays, redundant tasks, and missed follow-ups. Case managers, paralegals, and attorneys were spending hours each week manually updating case statuses and tracking progress, leading to inefficiencies, inconsistencies, and burnout.
The Solution
We designed a custom CRM using Airtable and n8n to centralize and automate the entire client lifecycle. The platform featured automated task generation, dynamic case timelines, and centralized views tailored by role. We integrated with Microsoft Outlook and Discord to unify communication and scheduling. Additionally, over 20 auto-generated documents were implemented across the pre-suit, litigation, and settlement phases, eliminating repetitive drafting and reducing human error.
Impact & Results
- Reduced case management time by over 30% in the first month
- Accelerated onboarding of new clients with guided, step-by-step workflows
- Improved medical bill negotiations by leveraging historical case data to request lower settlement amounts
Technologies & Tools
Build something similar
Book a consultation