n8n Workflow Automation for Legal Leads

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CRM, JSON, Data Integration, Airtable, Lead Generation, Automation, API Development, API Integration, n8n, Workflow Automation · Summary

WHAT TRYING TO DO OPEN TO FEEDBACK: The goal Get you retained as an expert witness more often by finding relevant lawsuits the day they're filed and letting the attorney know you're available — before they've gone looking for an expert.

What we're building A small automated pipeline that runs every weekday morning:

Trellis (a court-records service) emails you alerts about newly filed Texas cases matching your searches (med-mal, epidural injections, RFA, stimulators, radiculopathy, CRPS, concussion, trucking/spine injuries). n8n (a no-code automation tool) reads those alert emails, pulls out each case, and skips any you've already seen. Claude (AI) reads the case details and scores it 0–100 for fit with your practice, identifies the plaintiff attorney and firm, and writes a two-sentence summary. It never gives a medical opinion. Hunter finds and verifies the attorney's email address. Claude writes a short, professional email using your fixed template ("I became aware of this matter… I'm board-certified in FM, Sports, and Pain… happy to speak if you need an independent expert"). The email is saved as an Outlook draft and logged in Airtable (a simple spreadsheet-style CRM).