Start Here: Quick Kit Overview
Use this quick overview to get a sense of what’s inside each file and how to use it:
• Airtable Template: Pre-built structure to track clients, hours, and weekly updates. Just plug in your firm’s data.
• n8n Setup Guide: Step-by-step instructions to trigger emails automatically every Monday at 9AM.
• Email Swipe File: Copy-paste tested HTML and plain-text emails—formatted and ready to personalize.
• Expert Enhancements & Tips: Best practices to improve personalization, avoid duplicates, and log sends cleanly.
No tech background required. If this is your first time using automation, start with the Template and Setup Guide.
📥 What’s Inside
Access the same automation tools we use with law and accounting clients to streamline research, intake, and follow-up.
Expert Enhancements
Log sent statuses, avoid duplicates, and personalize emails.
Ready to Build This Into Your Firm?
Book a free Discovery Session and we’ll map out how to apply these systems inside the tools you already use—like Clio, FileMaker, TaxDome, or HubSpot.
No pressure. No tech overload. Just a short conversation to explore what’s possible.