Intake
Law Firm Intake Router
Every consultation request read, classified, and routed with a brief.
Who it is for
Solo attorneys, small and mid-size firms, and intake teams who spend hours triaging which website inquiries deserve a callback.
What it does
Each intake gets read by AI, classified by practice area, and flagged for urgency. Real matters route to the right attorney with a summary brief. The rest file for review. Prospects hear back before they call the next firm on their list.
The run
- 1
Receive intake form
Prospect describes their matter
- 2
Analyze practice area
Classified with urgency flags
- 3
Evaluate the routing
Matched to the right attorney
- 4
Dispatch with a brief
Summary attached, filed clean
What is Law Firm Intake Router?
A law firm intake router is an automation that reads every inquiry, sorts it by practice area, and sends the real matters to the right attorney so nobody triages by hand. Each intake is read by AI, classified by practice area, and flagged for urgency, then genuine matters route to the right attorney with a summary brief while the rest are filed without eating billable time. It is built for solo attorneys, small and mid-size firms, and intake teams who spend hours deciding which website inquiries deserve a callback. Intake is where firms both lose good cases and waste time on bad ones, because the sorting is manual and slow. Getting the right matter in front of the right lawyer quickly is the difference between a signed client and a missed one. Otomations builds it on your existing intake forms and inbox.
The actual build
The production workflow on the n8n canvas. This is the system that gets tuned to your tools and turned on.
Watch it run
Common questions
Can it handle more than one practice area?
Yes. It is trained on your firm's practice areas during the build and routes each matter to the attorney who handles it, with a short brief attached.
What does it run on?
It is built on the tools you already use, your phone line, inbox, calendar, CRM, and spreadsheets, with Claude for the reasoning and n8n for orchestration. There is nothing new for your team to learn and nothing to rip out.
Browse the rest of the library: the full workflow library
The next hire can wait. The next system cannot.
Twenty minutes, one bottleneck, one workflow scoped. That is the whole first call.