Would you like my idea? Document Workflow for Law and Estate Agents
Hi All,
I have recently started to work on a new project and I want to get your idea to see if you think this may be useful or not!
The idea is to create a very flexible WORKFLOW builder (just like Zapier) but specialized at legal document and build on top of PandaDoc (for now).
The idea is that with very single effort (or no effort as we will do it for clients), a client (Law firm or estate agent), can create a very complicated workflow to manage their documents. This would save lots of time and money..
All this steps can be mixed and matched to create a perfect flow.. so for example, if a lawyer wants to speed up form X the could create the following Workflow
the workflow could all be handled from a single form, so for example a website could complete Will with the following flow
- Form on website that asks for basic information
- The user is asked to do a DocumentId verification on screen
- The Staff receive the notification to review the document (already prefilled and ready)
- The document is sent for signature and payment
- The will is delivered
What do you think? is is too niche? I know that Docusign already has something similar, but PandaDoc does not, and I was hoping to get into that market, but the system is very flexible and can even be changed to do all this on google doc (except the signature part).
THANK YOU SO MUCH FOR YOUR COMMENTS! :)
This actually sounds really promising, Simone.
Legal and real-estate workflows are still painfully manual — especially for small firms who can’t afford custom automation. You’re hitting a gap most SaaS tools overlook: domain-specific workflows that don’t require tech skills.
I like that you’re starting on PandaDoc — smart way to leverage an existing ecosystem before building everything from scratch.
The “we’ll do it for clients” angle could become your biggest differentiator if you price it like a done-for-you service rather than just a tool.
Curious — are you planning to validate this with one or two boutique firms first, or go straight for a broader beta?
Sorry I missed your message, we are actually validating with a couple of legal firm to ensure that the features we created are correct.
This helped us to validate the product and create a couple of "must have" feature!!
We have a couple of clients now, but it seems like this product works best with people that are reached to manually and it will really not work with organic search
We also have a website now with a sample workflow https://docuflows.co.uk/
That's real validation — paying clients from manual outreach tells you something important: the problem is real, but the buyer needs to see it to believe it.
That's actually common in workflow automation. Nobody searches "I need a document workflow tool." They search "how to speed up client onboarding" or "PandaDoc templates for law firms." The pain is diffuse — they don't know the solution exists until someone shows them.
Which means organic can work, it just needs to meet them at the problem, not the solution. Content that shows a before/after of a specific workflow (e.g. "how a 3-step contract review becomes 1 click") would pull in exactly the right people.
The manual outreach working is also a positioning signal — you're probably winning on trust and specificity, not features. That's worth baking into your website copy. Right now DocuFlows reads fairly tool-first. Leading with a firm-specific pain ("still chasing clients for signed documents?") would do a lot of heavy lifting.
Congrats on the traction — you're further along than most at this stage.