Automated law firm lead management & scheduling with AI, Jotform & Calendar

Youtube Explanation: [https://youtu.be/KgmNiV7SwkU](https://youtu.be/KgmNiV7SwkU )

This n8n workflow is designed to automate the initial intake and scheduling for a law firm. It's split into two main parts:

1. New Inquiry Handling: Kicks off when a potential client fills out a JotForm, saves their data, and sends them an initial welcome message on WhatsApp. 2. Appointment Scheduling: Activates when the client replies on WhatsApp, allowing an AI agent to chat with them to schedule a consultation.

Here’s a detailed breakdown of the prerequisites and each node.

Prerequisites

Before building this workflow, you'll need accounts and some setup for each of the following services:

JotForm JotForm Account: You need an active JotForm account. A Published Form: Create a form with the exact fields used in the workflow: Full Name, Email Address, Phone Number, I am a..., Legal Service of Interest, Brief Message, and How Did You Hear About Us?. API Credentials: Generate API keys from your JotForm account settings to connect it with n8n.

Google Google Account: To use Google Sheets and Google Calendar. Google Sheet: Create a new sheet named "Law Client Enquiries". The first row must have these exact headers: Full Name, Email Address, Phone Number, client type, Legal Service of Interest, Brief Message, How Did You Hear About Us?. Google Calendar: An active calendar to manage appointments. Google Cloud Project: Service Account Credentials (for Sheets): In the Google Cloud Console, create a service account, generate JSON key credentials, and enable the Google Sheets API. You must then share your Google Sheet with the service account's email address (e.g., automation-bot@your-project.iam.gserviceaccount.com). OAuth Credentials (for Calendar): Create OAuth 2.0 Client ID credentials to allow n8n to access your calendar on your behalf. You'll need to enable the Google Calendar API. Gemini API Key: Enable the Vertex AI API in your Google Cloud project and generate an API key to use the Google Gemini models.