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Make.com
Legal

Legal Document Generation

Automated contract and NDA generation from intake form — legally consistent, instant delivery.

Key result2h→5min
5min
Document time
100%
Template compliance
+60%
Capacity freed
The problem

What needed
solving

Law firms and legal ops teams were drafting NDAs, service agreements, and employment contracts manually for each client, taking 1–2 hours per document and introducing version inconsistencies.

How it works

The automation steps

Trigger

Client intake form submitted with party names and key terms

Process

Data merged into pre-approved document template; clause library checked

Output

Draft document generated and sent via DocuSign for e-signature

Notify

Lawyer receives copy; CRM updated; executed document stored in matter folder

Make.comTypeformDocuSignGoogle Docs APINotion
Automation architecture

How the workflow runs

Each step fires automatically. Click "Simulate run" to see the sequence.

trigger
Intake Form
Client details
process
Make.com
Template merge
output
Google Docs
Draft generated
output
DocuSign
E-signature sent
result
5min
vs 2h manual

Click "Simulate run" to see the automation sequence step by step.

Results

The numbers

Concrete, measurable outcomes delivered in production.

5min
Document time
100%
Template compliance
+60%
Capacity freed
How we work

From brief to production

01

Discovery & scoping

We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.

1–3 DAYS
02

Build & weekly demos

You see working software every week. Feedback is incorporated immediately — not at the end.

2–4 WEEKS
03

Testing & QA

Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.

3–5 DAYS
04

Go live & handover

Full documentation, team training, monitoring setup, and 30-day post-launch support.

1 WEEK
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