Legal & Law Firms Workflow Automation

Law Firm Saves 22 Hours/Week with Automated Client Intake

Paralegal time back to billable work

Boutique personal injury firm, 3 attorneys, Miami FL

โ—ซ

Law firm intake automation dashboard and workflow in n8n โ€” 1200ร—800px

1200ร—800px

22h
Saved weekly
Paralegal time back to filings
34%
More retainers
From after-hours capture
6 min
Intake time
From 25 min avg
40%
Fewer status calls
Chatbot handled 18/day

The Challenge

Lopez & Associates got 40 potential client inquiries/week. Paralegal spent 12 hrs screening: conflict check (manual Clio search), call back, qualify, send retainer, create file. Attorneys did 15 consults/week, 6 unqualified. After-hours calls (60% of PI calls) went to voicemail โ€” lost $15k cases. Status calls (20/day) ate another 8 hrs.

Our Approach

Built n8n automation stack: Form โ†’ AI extract parties โ†’ Clio API conflict check โ†’ if clear โ†’ Slack notify โ†’ VAPI call qualifies โ†’ if qualified โ†’ Cal.com booking + retainer link. Plus client portal with chatbot answering 'what's my case status?' from Clio. Plus no-show prevention: SMS + AI voice reminders.

What We Built

โœ“n8n intake workflow: 12 steps, 50+ nodes, error handling + replay
โœ“AI conflict check via Clio API + OpenAI entity extraction
โœ“VAPI voice qualification: screens case type, statute, jurisdiction
โœ“Auto-retainer send via HelloSign + follow-up sequence
โœ“Client portal + chatbot status lookup from case system

Visual Showcase

How the system looks in production

โ—ซ

n8n workflow canvas showing intake automation

1200ร—800px

Type: Workflow diagram

โ—ซ

Clio conflict check result and Slack notification

1200ร—600px

Type: App integration

โ—ซ

Intake time reduction chart + retainer growth

1000ร—700px

Type: Metrics chart

Before / After

Metric
Before
After
-76%
25 min intake
6 min intake
100% capture
60% after-hours missed
0% missed
-40%
20 status calls/day
12 status calls/day
โ˜…โ˜…โ˜…โ˜…โ˜…
"We used to think automation was for tech companies. Revlane showed us it's for any firm that values its team's time. We added $180k annualized from captured after-hours."
IL
Isabella L.
Managing Partner

Tools Used

Want results like these?

Paralegal time back to billable work โ€” your business could be next.