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n8n workflow Intermediate Single-firm

Speed-to-Lead Automation for Law Firms

Leads go cold fast. This workflow fires an instant SMS, email, and team ping to the on-duty attorney in under 60 seconds of a new lead, with round-robin assignment. Respond first, sign more. Free n8n workflow, yours to keep.

Responds in under 60 secondsRound-robin assignmentReplaces Lawmatics + Lead Docket

Get the template. We’ll email you the download link and a short note on how to deploy it.

Lead Magnet Gate

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 speed-to-lead workflowImport one JSON file. A new web or form lead triggers instant outreach and an internal alert.
  • Instant SMS + email to the leadThe prospect hears back in under a minute, while your firm is still top of mind.
  • Team ping to the on-duty attorneyA Slack or Teams alert so the right person picks it up fast.
  • Round-robin assignmentLeads spread evenly across attorneys instead of piling on one inbox.

✓ Works great when

  • You get web or form leads and response time is slipping
  • You want the first touch to happen automatically, day or night
  • You have more than one attorney and want fair lead distribution

✗ What breaks at scale

  • You want conflict-checking and CRM write-back on every lead
  • You need lead scoring and routing by matter type or value
  • You want attribution tying each signed case back to its source

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 form and phone number. Nothing is locked to us.

How fast does it actually respond?

The workflow fires the moment a lead is submitted, so the SMS and email typically go out in under 60 seconds. Odds of qualifying a lead drop steeply after the first few minutes, which is the whole point.

Is instant lead texting compliant?

Yes. This is operational intake messaging, not legal work. It acknowledges the inquiry and offers a next step. It never gives legal advice or forms an attorney-client relationship. You approve the template.

Can you route leads by matter type?

Yes. The free version does round-robin. Routing by matter type, value, and CRM write-back is a Quick-Win Build, typically $5k to $15k over 2 to 3 weeks.

Want the version built for your firm?

Done-for-You Build.

The free workflow gets the first response out fast. When you want conflict-checking, CRM write-back, scoring, and attribution, that is a Quick-Win Build. We wire it into your stack and hand it back tested.

$5k-$15k typical range2-3 weeks typical timeline

What you get

  • Instant response wired into your CRM with write-back
  • Routing by matter type, value, or practice area
  • Conflict-check step before assignment
  • Source attribution on every signed case
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.