Legal Intake Lead Qualifier in n8n: Google Sheets + Email

Instantly Qualify Legal Intake Leads in n8n—Log, Score, Route, and Email Automatically

This n8n workflow receives legal intake form submissions via a webhook, scores and routes each lead using configurable keyword rules, records every submission in Google Sheets, and sends a compliance-checked auto-reply email. Hot leads can also trigger an attorney alert—and you’ll get a weekly intake quality summary based on the logged data.

What this workflow does

• Receives intake submissions via a webhook POST from your intake form.
• Normalizes and scores the lead by matching the submitted practice area against a configurable list and scanning the description for urgent and disqualifying keywords.
• Logs every submission to Google Sheets by appending lead details (including fit_score, routing_tier, and submitted_at) into the “Intake Log” worksheet.
• Generates a tier-appropriate auto-reply, routes it through a separate compliance guardrail workflow, and sends the email only when approved.
• Escalates hot leads: for leads scored as hot, the workflow builds an internal alert email, runs it through the compliance/audit workflow for logging, and emails the intake attorney.
• Sends a weekly summary: on a schedule, it reads the intake log, computes summary statistics for the lookback window, and emails a weekly intake quality summary to stakeholders.

Use cases

• Automate lead triage for a law firm intake pipeline (practice-area matching + keyword-based urgency/disqualification).
• Maintain an audit-ready record of every legal intake submission in Google Sheets.
• Improve response consistency by sending tiered, compliance-approved email confirmations.
• Ensure fast escalation for high-priority (“hot”) leads to the intake attorney.

Technical details

• Integrations/nodes: webhook, if, code, no op, email send.
• Data storage: Google Sheets (configure INTAKE_LOG_SHEET_ID; ensure an “Intake Log” tab with matching columns like name, email, phone, fit_score, routing_tier, submitted_at, practice_area).
• Compliance: auto-reply and hot-lead alerts are approved/logged via separate compliance/audit guardrail workflows before sending.
• SEO-ready keywords: legal intake automation, n8n lead qualification, webhook scoring, Google Sheets intake log, compliance-checked auto-reply.