Intelligent Client Intake & Urgent Lead Priority System

I developed a custom AI automation to streamline the intake process for high-stakes industries like legal and professional services. This workflow captures lead data via a custom web form and uses an integrated LLM to analyze the case details for urgency and complexity.

Key Features:

AI-Powered Triaging: Automatically categorizes cases (e.g., Family Law, Corporate) and assigns a priority level based on case description.

Structured Data Management: Syncs all lead data and AI reasoning directly to Google Sheets for easy tracking.

Instant Notifications: Delivers high-priority alerts to Telegram, ensuring a response time of under 15 minutes for urgent inquiries.

Tech Stack: n8n, OpenAI/LLM, JavaScript, Google Sheets API, and Telegram Bot API.