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
Regular price
£38.99
Regular price
£38.99
Sale price
Unit price
/
per
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.
