Automated client intake workflow for solo/small law firms. Auto-qualify leads, send Calendly scheduling links, create Clio cases, and notify attorneys — without lifting a finger.
Every hour you spend responding to intake emails is an hour you're not billing. Most solo lawyers lose 30-50% of potential clients to slow response times. Your intake form exists — but nobody's processing it automatically.
A prospect fills out your contact form. The workflow triggers automatically.
Claude/GPT reads the submission, scores the lead by practice area + urgency + budget fit.
A Calendly scheduling link auto-sends to qualified leads. No back-and-forth.
After booking, a case file auto-populates in Clio with all intake data pre-filled.
Email or Slack notification with full lead summary so you're ready before the consult call.
Import-ready n8n JSON workflow with all nodes pre-configured. The workflow includes:
A ~8 minute Loom walkthrough covering:
A detailed written guide covering all external integrations:
5 copy-paste AI prompts ready to use with Claude/GPT:
A compliance cheat sheet with reminders specific to law firm automation:
From solo practitioners who've automated their intake
"I had a $5K agency quote. Found this kit and set it up in an hour. Works exactly as described. The Clio integration was the selling point for me."
"Response time went from 3 days to 3 minutes. Booked 4 new clients in the first two weeks. The Loom video is actually watchable — not some rushed screencast."
"The bar compliance notes made me feel comfortable running this. I'm in a dual-jurisdiction practice and it includes a reminder for multi-state rules. Clever touch."
Yes — the kit includes Clio API integration. You need an active Clio account (Solo plan starts at $69/mo). If you're using PracticePanther or another CRM, the workflow can be adapted but the written guide focuses on Clio.
Yes — the workflow is practice-area agnostic. The compliance notes include multi-state bar guidance. Intake workflows for immigration, criminal, family, and estate planning all use the same structure.
Absolutely. The n8n workflow is yours to own and modify. The Loom video shows exactly where to add new fields. The workflow uses a "fields map" approach — just update the field names in the AI node.
The compliance notes cover ABA Model Rules generally and flag that state rules may vary. For multi-state practices, we recommend adding a brief note to your intake email specifying which state's bar rules govern the communication.
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