AI-powered initial client screening chatbot for law firms. Collects case details, performs preliminary risk assessment, and routes leads to the right attorney.
This workflow creates a 24/7 client intake system for law firms. When a potential client visits your website or contacts your firm, the chatbot engages them in a structured conversation to gather essential case information: practice area, timeline of events, parties involved, prior legal actions, and urgency level.
The AI component performs a preliminary risk and merit assessment based on the collected information, comparing against common case patterns in the firm's practice areas. It scores the lead on factors like case strength, potential value, statute of limitations urgency, and conflict checks. High-value leads receive immediate attorney notification.
All intake data is structured and pushed to your case management system (Clio, MyCase, PracticePanther, etc.) as a new potential matter. The workflow also generates a preliminary conflict check, sends the prospect a confirmation email with next steps, and schedules a consultation if the case meets minimum criteria.
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n8nPlatform
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{
"name": "Legal Client Intake Chatbot",
"nodes": [
{
"id": "webhook",
"type": "n8n-nodes-base.webhook",
"name": "Chat Message Received",
"position": [
250,
300
],
"parameters": {
"path": "legal-intake",
"method": "POST"
}
},
{
"id": "sessionLookup",
"type": "n8n-nodes-base.redis",
"name": "Get Session Context",
"position": [
450,
300
],
"parameters": {
"operation": "get",
"key": "intake:{{$json.session_id}}"
}
},
{
"id": "aiConverse",
"type": "n8n-nodes-base.openAi",
"name": "AI Intake Agent",
"position": [
650,
300
],
"parameters": {
"model": "gpt-4o",
"systemPrompt": "You are a legal intake specialist. Gather: practice area, incident date, parties involved, brief facts, injuries/damages, prior attorney contact, urgency. Be professional, empathetic, non-advisory. Ask one question at a time.",
"prompt": "Session context: {{$json.context}}\nUser message: {{$json.message}}\n\nRespond and assess if intake is complete. Return JSON: {response: string, intake_complete: bool, gathered_data: object}"
}
},
{
"id": "checkComplete",
"type": "n8n-nodes-base.if",
"name": "Intake Complete?",
"position": [
850,
300
... truncated (215 lines total)
Recommended Tools & Services
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