Streamlining Lawyer Onboarding for a Global Legal Directory

Case Study

Client: Global Lawyer Directory Platform
Industry: Legal Tech
Platform: Custom WordPress
Solution: n8n Workflow Automation

 

The Challenge

 

A leading global lawyer directory platform faced bottlenecks in their onboarding process. Each new lawyer joining the platform required manual creation of welcome articles, profile setup, and invoice generation—tasks that consumed significant administrative hours and delayed time-to-value for new members.

 

The Solution

 

Introllect designed and implemented a suite of automated workflows using n8n, fully integrated with the client’s custom WordPress environment:

  • Automated Welcome Articles: New lawyer registrations now trigger intelligent content generation, producing personalized welcome articles that highlight each lawyer’s practice areas and credentials.
  • Profile Generation: Lawyer profiles are automatically populated and formatted, pulling data from registration forms to create polished, publish-ready directory listings.
  • Xero Invoice Integration: Billing workflows connect directly to the client’s Xero account, generating and sending invoices automatically upon successful onboarding—eliminating manual data entry and reducing payment delays.

 

The Result

 

The automation reduced workload for copywriters and the accounting team by two full days per week. The platform now onboards lawyers with minimal manual intervention, freeing staff to focus on member engagement and platform growth rather than repetitive administrative tasks.

Cart (0 items)
Close

Our approach is straightforward— prioritizing functionality, speed, and clarity for solutions.

Select the fields to be shown. Others will be hidden. Drag and drop to rearrange the order.
  • Image
  • SKU
  • Rating
  • Price
  • Stock
  • Availability
  • Add to cart
  • Description
  • Content
  • Weight
  • Dimensions
  • Additional information
Click outside to hide the comparison bar
Compare