I build legal workflows by starting with one handoff: the point where a new client’s intake details become a matter record. It is a small place to start, but it shows where staff copy data, where fields go missing, and where a person needs to make a decision.
First, I write down the fields the firm needs at intake. That might include a name, phone number, email address, matter type... https://mooreiq.ai/blog/n8n-workflow-automation-for-law-firms
Start with the handoff after a client calls
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