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n8n workflow Beginner Single-firm

Referral Tracking for Law Firms

Referrals go untracked and unthanked, so the source dries up. This workflow auto-thanks the referrer, logs every referral in a ledger, and reminds you to send business back. Free n8n workflow, yours to keep.

10-minute setupReferral ledger includedReplaces Lawmatics referral management
Download it — no email needed

Import it into n8n

  1. The button above downloads the workflow as a .json file — that is the whole download.
  2. In n8n, open the workflows list, choose Import from File, and select the file you just downloaded.
  3. Open each node flagged with a warning and connect your own credentials — none of ours are in the file.
  4. Run it once manually before you activate it, and check the output is what you expect.

How it works

  1. Receives referral form submissions via a webhook endpoint.
  2. Normalizes the incoming payload, validates that referrer details exist, and appends valid referrals to a Google Sheets “Referrals” ledger.
  3. If a referrer email is present, generates a plain-text thank-you message and sends it through a compliance/opt-out guardrail workflow before sending via SMTP.
  4. Emails the firm a referral summary via SMTP regardless of whether a thank-you was sent, skipped, or suppressed.
  5. On the 1st of each month, reads the full Google Sheets referral ledger and calculates per-referrer referral counts for the last 90 days.
  6. Filters referrers who meet the repeat-referral threshold, builds a digest reminder email, logs it via the guardrail workflow, and sends the reminder to the firm via SMTP.

Compliance: never touches your legal work

This automation only handles operational steps — sending, routing, and moving data. It doesn’t draft, analyze, or make any legal judgment, consistent with ABA Opinion 512.

What’s inside

  • The referral-loop workflowImport one JSON file. A referred lead triggers a thank-you and a ledger entry.
  • Auto thank-you to the referrerA prompt, warm note goes out so the referrer feels seen, every time.
  • Tracked referral ledgerEvery referral logged in one place, so your best sources are visible.
  • Reciprocal-referral remindersNudges to send business back and keep the relationship two-way.

✓ Works great when

  • You get referrals but track them in your head or not at all
  • You want every referrer thanked quickly and consistently
  • You want to see which sources actually send you business

✗ What breaks at scale

  • You want referral attribution tied to signed cases and revenue
  • You need reciprocal-referral tracking across a partner network
  • You want the ledger synced into your CRM automatically

Frequently asked

What platform does this run on?

It runs on n8n, a free open-source automation tool you host yourself. Import one workflow file and connect your email and a sheet or CRM. Nothing is locked to us.

How does it know a lead is a referral?

You tag referred leads at intake, or the workflow reads a referral field from your form. From there it triggers the thank-you and the ledger entry.

Is a referral thank-you compliant?

Yes. This is operational relationship messaging, not legal work. It thanks a referrer and tracks the relationship. It never involves fee-splitting logic or legal advice. You approve the template.

Can you tie referrals to revenue?

Yes. The free version logs referrals. Attribution to signed cases and CRM sync is a Quick-Win Build, from $1,500, typically live within a week.

Want the version built for your firm?

Done-for-You Build.

The free workflow thanks referrers and logs referrals. When you want attribution to revenue, network tracking, and CRM sync, that is a Quick-Win Build. We wire it into your stack and hand it back tested.

from $1,500 typical rangewithin a week typical timeline

What you get

  • Referral attribution tied to signed cases and revenue
  • Reciprocal-referral tracking across your partner network
  • Ledger synced into your CRM automatically
  • Reporting on your top referral sources
The 60-Day Build Guarantee. We agree on one success metric before we start, write it into the SOW, and build to hit it. If we miss, we keep working for free until we do. Or refund your project fee minus third-party costs. You keep everything we built.