Can this triage urgent matters?

Add a Switch node keyed on matter type to route to different Slack channels or attorneys by specialty/urgency.

Can it create a matching document folder?

Yes — add a Google Drive or Notion node after the Sheets row to auto-create a matching case folder.

Legal OpsStructurally Validated

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

Step 1

Intake Form Webhook

Captures the prospective client's submission.

Step 2

Normalize Data

Cleans up client, matter type, and summary fields.

Step 3

Create Case Folder Row

Logs a new case with Status = New.

Step 4

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.
3The attorney (or intake team) gets an instant Slack notification with the matter type and summary.

Services used

Webhook / form toolGoogle SheetsSlack

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

Times per week

Minutes each time

Your hourly value ($)

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

Add a Switch node to route by Matter Type to different Slack channels or attorneys.
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 = New after 24 hours.

Works well with this automation

Catering Inquiry Router

Catering inquiries are logged, routed to sales on Slack, and auto-replied to with your menu.

$15

Expense Approval Workflow

Expenses over $500 route to a manager for approval; smaller ones are auto-noted to finance.

$19

Patient Intake Form Router

New patient intake submissions are instantly logged and routed to front-desk staff on Slack.

$15

Save with the complete system: Legal Ops Bundle

Instead of buying separately: $68 — System: $29

View system

Questions about this template

$15one-time

Secure checkout via Polar. Delivered by email instantly.

Structurally validated: automatically checked for valid n8n format before every deploy.

Difficulty: Easy
Setup time: ~15 min
Integrations: 3
Node count: 5
Format: .json + guide