Automate Legal Document Classification and Save 8 Hours Per Week

This automation transforms how legal teams handle document intake by automatically classifying documents using OpenAI, securing them with password protection, and organizing everything in Airtable. Instead of manually sorting through contracts, agreements, and legal filings, your team saves 8+ hours per week while ensuring consistent categorization and security protocols.

The workflow triggers manually when you need to process a batch of documents. It copies files from Google Drive, uses OpenAI to analyze and classify document types, updates your Airtable database with metadata and classifications, then generates password-protected PDFs and syncs everything to HubSpot for client tracking. Calendar entries are automatically created for follow-up actions based on document urgency.

Perfect for law firms, legal departments, and compliance teams managing high document volumes. Need a custom version? Talk to the Kuhnic team.