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n8n Workflow: Rewrite Legal Time Entries w/ GPT-4o & Graph

n8n Workflow: Rewrite Legal Time Entries w/ GPT-4o & Graph

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n8n Workflow: Rewrite Legal Time Entries w/ GPT-4o & Graph

n8n Workflow: Rewrite Legal Time Entries w/ GPT-4o & Graph

Regular price £38.99
Regular price £38.99 Sale price
SAVE Sold out

Rewrite attorney time entry narratives with GPT-4o—automatically, on schedule, and with SharePoint compliance checks

This n8n workflow pulls legal time entries from SharePoint, uses OpenAI (GPT-4o) to rewrite each narrative, checks the result for billing guideline compliance, saves the AI-reviewed text back to SharePoint, and emails a run digest through Microsoft Outlook.

What this workflow does

  • Runs every two hours on a schedule.
  • Fetches Time Entries, Projects, Billing Guidelines, and Clients from SharePoint lists using the Microsoft Graph API.
  • Selects entries that include a narrative and have a Status of “Complete”, then links each time entry to its related project, client, and applicable billing guidelines (firm-wide and client-specific).
  • Sends each selected entry to GPT-4o to return a strict JSON response containing:
    • An AI narrative rewrite
    • Any compliance issues
  • Updates the SharePoint time entry with the AI narrative, sets Status to “AI Reviewed” or “Flagged”, and if flagged, appends issues to Notes.
  • Generates an HTML summary of processed and flagged entries and emails it via Microsoft Outlook.

Use cases

  • Reducing manual effort in reviewing and standardizing attorney time entry narratives.
  • Ensuring time entry wording aligns with firm-wide and client-specific billing guidelines.
  • Operational reporting: sending stakeholders a scheduled digest of what was processed and what needs attention.

Technical details

  • Schedule Trigger (every 2 hours)
  • Microsoft Graph via HTTP Request to read/write SharePoint lists and send mail
  • Split in Batches for processing time entries
  • OpenAI (GPT-4o) to rewrite narratives and check compliance
  • Nodes/utility elements: set, code, sticky note, http request

Setup note: Create the four SharePoint lists (Time Entries, Projects, Billing Guidelines, Clients), add an OAuth2 Microsoft Graph credential with permissions to read/write SharePoint lists and send mail, then configure the SharePoint site ID and list IDs in the workflow values.

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