# Manage legal client intake and consultations with Telegram: n8n workflow > Started by an incoming Telegram message, and works across Google Calendar, Google Sheets, Slack and Telegram. It hands the judgement calls to OpenAI. Source: https://millionrounds.com/workflow/manage-legal-client-intake-and-consultations-with-telegram (Millionrounds; every figure on the page links to its filing or article) [Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library) # Manage legal client intake and consultations with Telegram Started by an incoming Telegram message, and works across Google Calendar, Google Sheets, Slack and Telegram. It hands the judgement calls to OpenAI. 29 steps, 3 branches, 2 loops or waits: large, and worth reading before you trust it with anything live. Large Calls a model: OpenAI [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-legal-client-intake-and-consultations-with-telegram) **29 steps** Large: read it before trusting it with anything live **3** Branches: places the flow splits **2** Loops or waits **4** Services it connects to ## The flow Starts it 4 Model 1 Logic 11 Service 13 The steps in the order they run, from what starts it. - 1 **Client Message via Telegram** Telegram trigger *Starts it* - 2 **Daily Fee Reminder Check** Schedule trigger *Starts it* - 3 **Follow-up Schedule Check** Schedule trigger *Starts it* - 4 **On Workflow Error** Error trigger *Starts it* - 5 **Extract Client Info** Set *Logic* - 6 **Get Pending Fee Cases** Google Sheets *Service* - 7 **Get Cases Needing Follow-up** Google Sheets *Service* - 8 **Slack – Post Workflow Error Alert** Slack *Service* - 9 **AI – Classify Legal Case** Open Ai *Model* - 10 **Has Pending Fees?** If *Logic* - 11 **Has Follow-ups Due?** If *Logic* - 12 **Parse Classification Result** Code *Logic* - 13 **Slack – Post AI Classification Error** Slack *Service* - 14 **Split Cases** Split In Batches *Logic* - 15 **Split Follow-up Cases** Split In Batches *Logic* - 16 **Route by Case Type** Switch *Logic* - 17 **Send Fee Reminder** Telegram *Service* - 18 **Send Follow-up Message** Telegram *Service* - 19 **Property Checklist** Set *Logic* - 20 **Family Checklist** Set *Logic* - 21 **Criminal Checklist** Set *Logic* - 22 **Fallback Checklist** Set *Logic* - 23 **Update Fee Status** Google Sheets *Service* - 24 **Mark Follow-up Sent** Google Sheets *Service* - 25 **Send Document Checklist** Telegram *Service* - 26 **Log Case to Sheet** Google Sheets *Service* - 27 **Create Consultation Event** Google Calendar *Service* - 28 **Notify Lawyer** Telegram *Service* - 29 **Send Booking Confirmation** Telegram *Service* ## How it's built - **Starts on:** An incoming Telegram message - **Steps:** 29, with 3 branches, 2 loops or waits - **Size:** Large: read it before trusting it with anything live - **Connects to:** Google Calendar, Google Sheets, Slack, Telegram - **Model:** OpenAI ## Questions What does it need to run? An n8n account, plus your own Google Calendar, Google Sheets, Slack and Telegram accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included. What starts it? It starts on an incoming Telegram message. Does it use AI? Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n. How long does it take to set up? Take your time. At 29 steps it is large: read it before trusting it with anything live. How do I import it? Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts. **Before you run it** Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 29 steps before you point it at anything that matters. ## Run it in n8n - **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n) - **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmanage-legal-client-intake-and-consultations-with-telegram) - **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts. Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind. ## Connects to Each opens the other workflows that use it. [Google Calendar](https://millionrounds.com/workflows?service=Google+Calendar#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[Telegram](https://millionrounds.com/workflows?service=Telegram#library) ## Workflows like it Also scheduling, with the same services where possible, closest in size first. - [**AI-powered bug reporting & tracking** 29 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-powered-bug-reporting-and-tracking) - [**Build an AI powered phone agent with Retell** 29 steps · calls a model · Google Calendar, Google Drive](https://millionrounds.com/workflow/build-an-ai-powered-phone-agent-with-retell) - [**Optimize daily schedules with Groq and Google Sheets** 29 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/optimize-daily-schedules-with-groq-and-google-sheets) - [**Personal AI assistant with OpenRouter and Gmail** 29 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/personal-ai-assistant-with-openrouter-and-gmail) - [**Run a personal executive assistant with Gmail and Slack** 29 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/run-a-personal-executive-assistant-with-gmail-and-slack) - [**Send Calendly meeting prep briefs with Gmail and Notion** 29 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/send-calendly-meeting-prep-briefs-with-gmail-and-notion)