This is the same automation system I use with legal and financial firms to replace outdated tools like Zapier and Make—powered by n8n, OpenAI, and FileMaker.
This kit includes two real automation workflows we use with lawyers and accountants every day—plus a quick-start toolset to help you implement them faster.
Law Firm Lead Intake Automation
Automatically tag, notify, and log leads from Google Ads—no more chasing forms or juggling five zaps.
Account Research Bot Workflow
Trigger AI-powered research from inside FileMaker. Get structured firm data (offices, team, social links) in seconds.
Zapier vs. Make vs. n8n Comparison
Understand which platform actually scales with logic, cost, and control in real-world client-facing systems.
Top 10 Automation Triggers We Use
Steal the exact automation triggers we deploy for law and accounting firms to save time and respond faster.
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Used by solo attorneys, boutique firms, and financial consultants optimizing operations without hiring more staff.
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