Attorneys at MB Law were spending 30–45 minutes building each client proposal from scratch. Make.com automation assembles the same document in under two minutes, pulling live data from the CRM and outputting a formatted proposal ready for attorney review. Projected time savings: 20% across the team.

Why was proposal generation so manual at MB Law?

Client data lived in the CRM. Matter history was in the practice management system. Billing rates were in a separate spreadsheet. Building an accurate, client-specific proposal meant opening three systems, extracting relevant data, and manually assembling a document—every time, for every client.

What does the Make.com proposal workflow actually do?

A trigger fires when a new proposal is requested in the CRM. Make.com pulls client details, relevant matter history, and current billing rates from the three source systems, populates the approved proposal template with the correct data, and routes the draft to the responsible attorney via email with a one-click approval link. Total elapsed time: under two minutes.

Where does attorney review fit in the automated workflow?

Attorneys review the pre-populated draft—not a blank template. The review step takes 5–10 minutes instead of 30–45 because all the data assembly is already done. Attorneys check accuracy and add any case-specific context before the proposal goes to the client.

What does 20% time savings mean in practice for a law firm?

At typical attorney billing rates, hours recovered from proposal assembly can be redirected to billable matters—or to the client development work that generates the next proposal. The automation pays for itself within the first billing cycle for most firms of MB Law’s scale.

Frequently Asked Questions

• What did MB Law’s proposal process look like before automation? Attorneys spent 30–45 minutes per proposal manually pulling client data from multiple systems, assembling a Word document, and routing for review—a process repeated dozens of times monthly.
• How does automated proposal generation work? Make.com pulls client and matter data from the CRM, populates a template with the relevant sections, routes to the responsible attorney for review, and outputs a formatted document ready for client delivery.
• Is a 20% time reduction significant for a law firm? At attorney billing rates, 20% of proposal time recovered across a full team represents substantial capacity—hours that can go to billable work rather than administrative document assembly.