Approvals & Backofficefree

AI Law Firm Client Intake Router with Claude

by Milos VranesUpdated Aug 2026

Requires

Gmail

Google Sheets

1/5

STEPS · 9

Starts on an incoming request

On a form submission, enriches the intake via HTTP, routes the client, emails via Gmail, and records to Google Sheets.

AI Form Intake Processor

On form submission, processes input with Anthropic, logs results to Google Sheets, and notifies via Slack and Gmail.

On a patient intake form, generates a SOAP note with OpenAI, emails it for doctor approval, logs to Google Sheets, and alerts Telegram and Slack.

On a booking form submission, posts the request to Slack for approval and emails confirmation via Gmail.