Legal Intake Automation: DocuSign + Google Drive + Email

Instant legal intake → generated documents (Google Drive + DocuSign) with attorney email delivery

This n8n workflow automates the legal document intake process: it receives intake submissions via webhook, validates required fields, generates practice-area-specific PDFs using Google Docs/Google Drive or creates DocuSign draft envelopes, logs a compliance audit entry, and emails the resulting documents and review links/IDs to an attorney.

What this workflow does

• Receives intake submissions through a webhook endpoint (POST with JSON fields such as full_name, email, and matter_type).
• Validates and normalizes the payload, and stops the run if required fields are missing.
• Selects document templates based on the submitted practice area / matter_type. If no templates are available, it skips processing.
• For each document:
  • Google Docs route: copies a template into Google Drive, replaces {{merge_tag}} placeholders via the Google Docs API, then exports the filled copy as a PDF.
  • DocuSign route: creates a draft DocuSign envelope from a template with prefilled tabs.
• Aggregates results into a single summary, collecting any generated PDF attachments and DocuSign envelope IDs.
• Logs an audit trail by calling another n8n workflow with the document-generation summary.
• Emails the firm reviewer with the filled PDFs attached and the Google Doc copy links and/or DocuSign draft references for review.

Use cases

• Automate document generation after a client submits an intake form (webhook-driven legal intake automation).
• Generate practice-area-specific engagement and intake documents using Google Docs templates.
• Create DocuSign draft envelopes for signatures while still producing a PDF package for internal review.

Technical details (integrations / nodes)

• Webhook (intake form submissions)
• Email Send (send PDFs + DocuSign references/links)
• Google Drive / Google Docs API (copy templates, merge {{merge_tag}}, export PDFs)
• DocuSign (create draft envelopes with prefilled tabs)
• n8n nodes used: if, code, no op, merge, webhook, email send

Setup note: Configure your intake form to POST JSON to the webhook URL, and add Google Drive OAuth2 credentials.