Legal Client Intake Router
Every new client intake form submission is logged as a new case row and instantly pushed to the attorney or intake team via Slack — no prospective client inquiry sits unread.
Automation flow
Intake Form Webhook
Captures the prospective client's submission.
Normalize Data
Cleans up client, matter type, and summary fields.
Create Case Folder Row
Logs a new case with Status = New.
Notify Attorney
Instant Slack ping with matter type and summary.
How it works
- 1A prospective client submits the intake form.
- 2Their details are normalized and logged as a new case row with
Status = New. - 3A Switch node matches keywords in
Matter Type(family/criminal/estate/business) and notifies the corresponding practice-area Slack channel — anything that doesn't match one of those keywords goes to the general-intake channel instead of nowhere.
Services used
What you'll need
- An n8n Cloud or self-hosted account
- A Google account (Sheets)
- A Slack workspace
*Administrative intake routing only — this automation is not legal advice and does not evaluate or triage the substance of a matter.*
What's included
- No-code setup in 15 minutes
- Works with any form tool via webhook
- Route by matter type to different attorneys
- Administrative routing only — not legal advice
Estimate what this could save you
3.6 hours/month
≈ $108/month in your time
A rough estimate based on what you enter above — not a guarantee. Actual time saved depends on your process.
Make it yours
- Auto-create a matching folder in Google Drive/Notion for document storage per new case.
- Add a follow-up reminder if a case is still
Status = Newafter 24 hours. - Add more keyword branches (e.g. "immigration", "personal injury") if your firm covers other practice areas — copy one of the existing Switch rules and Slack nodes as a template.
Works well with this automation
Catering Inquiry Router
Catering inquiries are logged, routed to sales on Slack, and auto-replied to with your menu.
Expense Approval Workflow
Expenses over $500 route to a manager for approval; smaller ones are auto-noted to finance.
Patient Intake Form Router
New patient intake submissions are instantly logged and routed to front-desk staff on Slack.
Save with the complete system: Legal Ops Bundle
Instead of buying separately: $68 — System: $29
Questions about this template
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Structurally validated: automatically checked for valid n8n format before every deploy.
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- Difficulty
- Medium
- Setup time
- ~20 min
- Integrations
- 3
- Node count
- 11
- Format
- .json + guide