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How to Automate Client Intake for Law Firms Using n8n
How-ToDevOps

How to Automate Client Intake for Law Firms Using n8n

via Dev.to TutorialZachariah Mi3h ago

How to Automate Client Intake for Law Firms Using n8n Lawyers bill by the hour. Admin work doesn't bill at all. Client intake is one of the worst offenders. A potential client fills out a contact form. Someone on staff manually enters them into the CRM. Someone else sends a welcome email and the intake questionnaire. Another person follows up two days later if the form hasn't come back. Someone else schedules the consultation. None of that requires a law degree. Here's how to automate the whole chain with n8n. What You're Building A workflow that: Captures new intake form submissions Creates the contact in your CRM automatically Sends a personalized welcome email with the intake questionnaire Follows up automatically if the questionnaire isn't returned in 48 hours Notifies the attorney when a completed intake comes in Schedules the initial consultation based on real calendar availability The whole thing runs without anyone touching it. What You Need n8n (self-hosted or cloud — cloud is

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