Automations for law firms
Email to spreadsheet parser for law firms
If you run a small immigration practice with one paralegal, you've probably seen it: intake questions are asked again on every consultation call. This email parser takes that job off your plate. Pulls the details out of incoming emails and adds them to a sheet or system.
Why law firms ask for this
- Intake questions are asked again on every consultation call.
- Engagement letters and fee agreements wait days for a signature.
- Document requests to clients get lost in email threads.
What it looks like in practice
Picture a small immigration practice with one paralegal. Requests used to arrive by email and get typed into a sheet. Now each one becomes a row in a Google Sheet within a minute, with the attachment saved and a link back to the email.
How it works for law firms
Once the email parser is running for a small immigration practice with one paralegal, this is the sequence.
- Specific emails are forwarded or watched.
- AI extracts the fields you care about.
- A new row or record is created in a Google Sheet.
- Attachments are saved to SharePoint.
- Unclear emails are flagged.
Tools it connects to
You keep working in Outlook and SharePoint. The email parser sits alongside, built with OpenAI, n8n and Gmail.
Questions from law firms
Does the email parser work with Outlook?
Often, yes. Before building the email parser I check your Outlook account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the email parser, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
How long does it take to set up for law firms?
Plan on 2 to 4 days from the day I get access to your accounts. Most of that is testing with your real consultations and messages, so nothing goes live until it behaves the way you want.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built