{"product_id":"legal-intake-automation-docusign-google-drive-email","title":"Legal Intake Automation: DocuSign + Google Drive + Email","description":"\u003ch3\u003eInstant legal intake → generated documents (Google Drive + DocuSign) with attorney email delivery\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow automates the legal document intake process: it receives intake submissions via webhook, validates required fields, generates practice-area-specific PDFs using \u003cstrong\u003eGoogle Docs\/Google Drive\u003c\/strong\u003e or creates \u003cstrong\u003eDocuSign draft envelopes\u003c\/strong\u003e, logs a compliance audit entry, and emails the resulting documents and review links\/IDs to an attorney.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives intake submissions\u003c\/strong\u003e through a \u003cstrong\u003ewebhook endpoint\u003c\/strong\u003e (POST with JSON fields such as \u003cem\u003efull_name\u003c\/em\u003e, \u003cem\u003eemail\u003c\/em\u003e, and \u003cem\u003ematter_type\u003c\/em\u003e).\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eValidates and normalizes the payload\u003c\/strong\u003e, and \u003cstrong\u003estops the run\u003c\/strong\u003e if required fields are missing.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eSelects document templates\u003c\/strong\u003e based on the submitted \u003cstrong\u003epractice area \/ matter_type\u003c\/strong\u003e. If no templates are available, it skips processing.\u003c\/li\u003e\n  \u003cli\u003eFor each document:\n    \u003cul\u003e\n      \u003cli\u003e\n\u003cstrong\u003eGoogle Docs route:\u003c\/strong\u003e copies a template into \u003cstrong\u003eGoogle Drive\u003c\/strong\u003e, replaces \u003cstrong\u003e{{merge_tag}}\u003c\/strong\u003e placeholders via the \u003cstrong\u003eGoogle Docs API\u003c\/strong\u003e, then exports the filled copy as a \u003cstrong\u003ePDF\u003c\/strong\u003e.\u003c\/li\u003e\n      \u003cli\u003e\n\u003cstrong\u003eDocuSign route:\u003c\/strong\u003e creates a \u003cstrong\u003edraft DocuSign envelope\u003c\/strong\u003e from a template with prefilled tabs.\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eAggregates results\u003c\/strong\u003e into a single summary, collecting any generated PDF attachments and \u003cstrong\u003eDocuSign envelope IDs\u003c\/strong\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLogs an audit trail\u003c\/strong\u003e by calling another n8n workflow with the document-generation summary.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmails the firm reviewer\u003c\/strong\u003e with the filled PDFs attached and the Google Doc copy links and\/or DocuSign draft references for review.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eAutomate document generation after a client submits an intake form (webhook-driven legal intake automation).\u003c\/li\u003e\n  \u003cli\u003eGenerate practice-area-specific engagement and intake documents using Google Docs templates.\u003c\/li\u003e\n  \u003cli\u003eCreate DocuSign draft envelopes for signatures while still producing a PDF package for internal review.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details (integrations \/ nodes)\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eWebhook\u003c\/strong\u003e (intake form submissions)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eEmail Send\u003c\/strong\u003e (send PDFs + DocuSign references\/links)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGoogle Drive \/ Google Docs API\u003c\/strong\u003e (copy templates, merge \u003ccode\u003e{{merge_tag}}\u003c\/code\u003e, export PDFs)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eDocuSign\u003c\/strong\u003e (create \u003cem\u003edraft\u003c\/em\u003e envelopes with prefilled tabs)\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003en8n nodes used:\u003c\/strong\u003e \u003ccode\u003eif\u003c\/code\u003e, \u003ccode\u003ecode\u003c\/code\u003e, \u003ccode\u003eno op\u003c\/code\u003e, \u003ccode\u003emerge\u003c\/code\u003e, \u003ccode\u003ewebhook\u003c\/code\u003e, \u003ccode\u003eemail send\u003c\/code\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003cp\u003e\u003cstrong\u003eSetup note:\u003c\/strong\u003e Configure your intake form to POST JSON to the webhook URL, and add \u003cstrong\u003eGoogle Drive OAuth2 credentials\u003c\/strong\u003e.\u003c\/p\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":45837422887091,"sku":"N8N-18282","price":4.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/L-heboeo0t2la6rzxAH8I_VpUrGGy8.png?v=1786794064","url":"https:\/\/buyflowscripts.com\/products\/legal-intake-automation-docusign-google-drive-email","provider":"N8N Commerce","version":"1.0","type":"link"}