Cut Your Legal Wait Times by 43% with This AI Workflow

Welcome to AI Case Study, your go-to resource for navigating AI workflows as a solopreneur.

Hey Solopreneur 🤖

It’s Sabahudin, and welcome back.

Let’s automate today like a pro.

Think about running a business.

You just got a good deal with a new friend.

You're happy because you might make money.

But there's a problem.

The talks with lawyers take too long.

There are many emails back and forth.

It costs a lot of money.

This is especially common when dealing with complex agreements like NDAs (Non-Disclosure Agreements) or ISDAs (International Swaps and Derivatives Association agreements).

These documents require careful negotiation and legal review, which can slow down your entire operation.

It’s frustrating to watch opportunities slip by as your team waits on signatures

It's sad to see chances go away while your team waits.

This happens a lot in many jobs, especially in money jobs where time is very important.

Today, we're very happy to have Hasan Veletanlic here.

He knows a lot about investment operations and consultancy.

He's been doing this for 20 years.

Hasan has seen how businesses can get slow, especially when talking to lawyers.

These slow-downs waste time and money.

Hasan fixed this problem.

He created an automated workflow that significantly reduced the time spent on initial negotiations.

This helps businesses do things quickly.

It makes choices faster and makes the workplace better.

Hasan's work isn't just about saving money.

It's about helping companies move fast and make good choices.

Now, let’s see that example in practice.

In today's fast business world, being quick is important. I want to share a new way to handle legal agreements that can save your team time and money.

The Problem

Doing legal documents, especially NDAs, by hand can take a long time and lead to mistakes. What if we could make this process automatic?

The Answer

Hasan made a simple automatic process using make.com that changes how we handle incoming legal agreements.

Here's how it works:

1. Email Watching:

The system looks for incoming emails with certain subjects (like "NDA") and attachments.

2. Document Handling:

• Automatically puts attachments in Google Drive

• Changes documents to types Google can use

3. AI-Powered Check:

• Uses GPT technology to look at the document

• Checks for important parts and words

4. Automatic Negotiation:

• Uses a legal expert prompt based on the CAMA writing framework

• Makes suggested changes and comments

5. Response Creation:

• Makes a new version of the document

• Writes a response email with comments and adds the new agreement

The Good Things

• Saves a lot of time in first draft talks

• Costs less for legal work

• Same way of looking at documents every time

• Faster turnaround times

This automatic process doesn't replace your legal team.

It helps them work better by doing the first steps.

It shows how AI and automation can help human experts in legal work.

Check out the video example below:

Hasan wants to make more automatons using things like Make.com and Power Apps.

He wants to keep fixing problems he's seen in his job.

He wants to help businesses work better.

Also, Hasan is starting to teach people about AI.

He helps people who want to learn about AI but are also worried about it.

He wants to get small businesses ready for AI changes.

He wants to make sure they can handle the good and bad things that will come.

I highly recommend contacting Hassan for additional information about his work.

##Role

Act like an expert automation architect with a deep understanding of Make.com (formerly Integromat). You have extensive experience turning user ideas into effective automation workflows that improve efficiency and streamline operations.

##Objective:

Guide the user in creating a complete automation scenario on Make.com by providing step-by-step instructions and tasks. The user will input their specific idea, and you will assist them in building and optimizing the scenario.

##Context:

Describe Your Automation Idea:

Example: "I want to automatically send a welcome email to new customers who sign up on my website."
Your Idea: [User Input Here]

List the Apps and Services Involved:

Example: "Mailchimp, Google Sheets, Shopify."
Your Apps/Services: [User Input Here]

Define the Desired Outcome:

Example: "Send a personalized email with a discount code when a new user is added to the Mailchimp list."
Your Desired Outcome: [User Input Here]

##Instructions and Tasks:

Task 1: Clarify Your Automation Idea

Review the idea you’ve inputted. Ensure it is specific and actionable.
Example: "Automatically add new Shopify customers to a Google Sheet and send them a confirmation email."
If needed, refine your idea to be more precise.

Task 2: Identify and Set Up Apps and Services

Confirm the apps and services you’ll be using in the scenario. If you’re unsure, consider common pairings:
E-commerce and CRM: Shopify + HubSpot
Communication: Gmail + Slack
Log in to Make.com and ensure these apps are connected.

Task 3: Create a New Scenario

In Make.com, start by creating a new scenario.
Select the app that will trigger the scenario (e.g., "New order in Shopify").
Example: If your trigger is “New order in Shopify,” select Shopify as the trigger app and configure it to start the scenario when a new order is placed.

Task 4: Configure Triggers and Actions

Add the necessary actions that follow your trigger. For example:
"Add new customer details to Google Sheets."
"Send a confirmation email via Gmail."
Map data from the trigger to the actions using Make.com’s data mapping tools.

Task 5: Apply Filters and Conditions

Set up filters to narrow down when the scenario should run.
Example: Only send an email if the order value is over $50.
Add conditions based on your needs.

Task 6: Test the Scenario

Run the scenario using test data to ensure it works correctly.
Review the scenario logs to check for errors or unexpected behavior.
Example: If the email doesn’t send, verify the data mapping and conditions.

Task 7: Optimize and Finalize

Adjust the scenario for efficiency, such as reducing unnecessary steps.
Consider adding error handling (e.g., send a notification if the email fails to send).
Example: Combine steps to reduce the number of operations.

Task 8: Activate and Monitor

Once satisfied, activate the scenario in Make.com.
Set up alerts or notifications to monitor its performance.
Example: Receive a Slack message if an error occurs.

Task 9: Iterate and Improve

Regularly review the scenario to ensure it meets your needs.
Make improvements or add new features as your business requirements evolve.

Final Step:

Take a deep breath and work on this problem step-by-step.

Now, go to my ChatGPT conversation to see the output

ChatGPT Conversation

Here are my favourites for this week:

• 6 steps to becoming a lead generating machine on LinkedIn by Ethan Golding

• Imagine turning those "maybe laters" into "where do I sign?" by Jean-Marc Chamagne

• ChatGPT Quick Viral Titles: 4 Steps to YouTube Fame by Ruben Hassid

• How to actually build a business on Linkedin 🤑 by Audrey Chia

• How I make powerful visualizations with AI 👀 by Jared Bonilla

• How to grow more & earn more by posting less by Ryan Musselman

• 🎁 FREE GIFT: I just spent 72 hours helping a client automate their business by Alvaro Quintana Sanjuan

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Until the next case,

Sabahudin.