Law firm enquiry intake with a WhatsApp AI scheduling assistant
At a glance
- Setup estimate
- 3–5 h (ESTIMATE)
- Tools
- Industries
- Professional services
Problem
Prospective clients fill out a contact form and then wait for someone to call back and book a consultation
Caveats
Needs a Jotform account, a Google Cloud project (service account for Sheets, OAuth for Calendar, Gemini API key), a Postgres database for chat memory, and the WhatsApp Business Platform, which is separate from the regular WhatsApp Business app (costs UNKNOWN). Prospects' messages about legal matters are sent to Google Gemini, so check confidentiality and professional-conduct rules before using it, and make sure the bot never gives legal advice. Get WhatsApp opt-in on the form.
Tools
- n8n
- Jotform trigger
- Google Sheets
- WhatsApp Business Cloud (trigger + send)
- Google Gemini (AI agent)
- Postgres chat memory
- Google Calendar
Browse by tool: n8n, Jotform, Google Sheets, WhatsApp, Google Gemini, Postgres, Google Calendar
Steps
- Prospect submits a Jotform (service of interest, client type, message).
- Save the enquiry to a Google Sheet.
- Send a welcome message on WhatsApp.
- When the prospect replies, a Gemini AI agent with chat memory continues the conversation.
- The agent uses Google Sheets and Google Calendar tools to look up the enquiry, check free times and create the consultation event, replying on WhatsApp.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.