n8n for LegalTech Companies: 5 Automations That Scale Ops and Speed Up Onboarding (Free Workflow JSON)

{
  "name": "LegalTech Customer Onboarding",
  "nodes": [
    {
      "parameters": { "event": "rowAdded", "sheetId": "{{ YOUR_SHEET_ID }}", "range": "Customers!A:H" },
      "name": "New Customer Trigger", "type": "n8n-nodes-base.googleSheetsTrigger", "position": [240, 300]
    },
    {
      "parameters": {
        "toEmail": "={{ $json.contact_email }}",
        "subject": "Welcome to {{ YOUR_PRODUCT }} — Let's Get You Set Up",
        "message": "Hi {{ $json.first_name }},\n\nWelcome! Your account is live.\n\nYour dedicated CSM {{ $json.csm_name }} will reach out within 24h.\n\nMeanwhile, start here: {{ YOUR_DOCS_URL }}\n\nBest,\nThe {{ YOUR_PRODUCT }} Team"
      },
      "name": "Send Welcome Email", "type": "n8n-nodes-base.gmail", "position": [480, 300]
    },
    {
      "parameters": { "channel": "#cs-new-customers", "text": "=New customer: {{ $json.company_name }} ({{ $json.plan }})\nCSM: {{ $json.csm_name }}\nContact: {{ $json.contact_email }}" },
      "name": "Slack CS Alert", "type": "n8n-nodes-base.slack", "position": [480, 480]
    },
    {
      "parameters": { "amount": 3, "unit": "days" },
      "name": "Wait 3 Days", "type": "n8n-nodes-base.wait", "position": [720, 300]
    },
    {
      "parameters": {
        "toEmail": "={{ $('New Customer Trigger').item.json.contact_email }}",
        "subject": "Day 3 Check-In — How's Onboarding Going?",
        "message": "Hi {{ $('New Customer Trigger').item.json.first_name }},\n\nYou've been with us 3 days — quick check-in.\n\nHave you completed your first document workflow? If you need any help, reply here or book time: {{ YOUR_CAL_URL }}\n\nBest,\n{{ $('New Customer Trigger').item.json.csm_name }}"
      },
      "name": "Day 3 Check-In", "type": "n8n-nodes-base.gmail", "position": [960, 300]
    },
    {
      "parameters": { "amount": 4, "unit": "days" },
      "name": "Wait 4 More Days", "type": "n8n-nodes-base.wait", "position": [1200, 300]
    },
    {
      "parameters": {
        "toEmail": "={{ $('New Customer Trigger').item.json.contact_email }}",
        "subject": "Week 1 Complete — Here's What to Do Next",
        "message": "Hi {{ $('New Customer Trigger').item.json.first_name }},\n\nWeek 1 done! Here are 3 features most teams unlock in Week 2:\n\n1. AI Contract Review\n2. Multi-User Workflows\n3. CRM Integration\n\nFull guide: {{ YOUR_DOCS_URL }}/week2\n\nAny questions, just reply.\n\nBest,\n{{ $('New Customer Trigger').item.json.csm_name }}"
      },
      "name": "Week 1 Email", "type": "n8n-nodes-base.gmail", "position": [1440, 300]
    }
  ]
}

{
  "name": "API Usage Quota Monitor",
  "nodes": [
    {
      "parameters": { "rule": { "interval": [{ "field": "hours", "intervalValue": 1 }] } },
      "name": "Every Hour", "type": "n8n-nodes-base.scheduleTrigger", "position": [240, 300]
    },
    {
      "parameters": {
        "url": "https://api.yourproduct.com/internal/usage",
        "authentication": "genericCredentialType",
        "genericAuthType": "httpBearerAuth"
      },
      "name": "Fetch Usage Stats", "type": "n8n-nodes-base.httpRequest", "position": [480, 300]
    },
    {
      "parameters": {
        "jsCode": "const customers = $input.all().map(i => i.json);
const alerts = [];
for (const c of customers) {
  const pct = c.api_calls_used / c.api_calls_limit;
  if (pct >= 0.95) alerts.push({...c, alert_level: 'CRITICAL', pct: Math.round(pct*100)});
  else if (pct >= 0.80) alerts.push({...c, alert_level: 'WARNING', pct: Math.round(pct*100)});
}
return alerts.map(a => ({json: a}));"
      },
      "name": "Filter High Usage", "type": "n8n-nodes-base.code", "position": [720, 300]
    },
    {
      "parameters": {
        "conditions": { "string": [{ "value1": "={{ $json.alert_level }}", "operation": "equals", "value2": "CRITICAL" }] }
      },
      "name": "Is Critical?", "type": "n8n-nodes-base.if", "position": [960, 300]
    },
    {
      "parameters": { "channel": "#cs-alerts", "text": "=🚨 CRITICAL: {{ $json.company_name }} at {{ $json.pct }}% quota ({{ $json.api_calls_used }}/{{ $json.api_calls_limit }}). CSM: {{ $json.csm_name }}. Consider proactive upgrade offer." },
      "name": "Slack Critical Alert", "type": "n8n-nodes-base.slack", "position": [1200, 200]
    },
    {
      "parameters": { "channel": "#cs-alerts", "text": "=⚠️ WARNING: {{ $json.company_name }} at {{ $json.pct }}% quota. CSM: {{ $json.csm_name }}. Monitor closely." },
      "name": "Slack Warning", "type": "n8n-nodes-base.slack", "position": [1200, 400]
    }
  ]
}

{
  "name": "Customer Health Score Monitor",
  "nodes": [
    {
      "parameters": { "rule": { "interval": [{ "field": "hours", "triggerAtHour": 8, "intervalValue": 24 }] } },
      "name": "Daily 8AM", "type": "n8n-nodes-base.scheduleTrigger", "position": [240, 300]
    },
    {
      "parameters": { "operation": "readOrSearch", "sheetId": "{{ YOUR_SHEET_ID }}", "range": "Customers!A:J" },
      "name": "Read Customer Data", "type": "n8n-nodes-base.googleSheets", "position": [480, 300]
    },
    {
      "parameters": {
        "jsCode": "const now = new Date();
const flagged = [];
for (const item of $input.all()) {
  const c = item.json;
  const daysSinceLogin = Math.floor((now - new Date(c.last_login_date)) / 86400000);
  const weeklyAPICalls = Number(c.weekly_api_calls) || 0;
  const openTickets = Number(c.open_support_tickets) || 0;
  // Score: 0-100 (lower = worse)
  let score = 100;
  if (daysSinceLogin > 14) score -= 30;
  else if (daysSinceLogin > 7) score -= 15;
  if (weeklyAPICalls < 10) score -= 20;
  else if (weeklyAPICalls < 50) score -= 10;
  if (openTickets > 3) score -= 25;
  else if (openTickets > 1) score -= 10;
  const status = score <= 40 ? 'RED' : score <= 65 ? 'AMBER' : 'GREEN';
  if (status !== 'GREEN') {
    flagged.push({json: { company: c.company_name, csm: c.csm_name, score, status, daysSinceLogin, weeklyAPICalls, openTickets }});
  }
}
return flagged;"
      },
      "name": "Calculate Health Scores", "type": "n8n-nodes-base.code", "position": [720, 300]
    },
    {
      "parameters": {
        "conditions": { "string": [{ "value1": "={{ $json.status }}", "operation": "equals", "value2": "RED" }] }
      },
      "name": "Red Accounts", "type": "n8n-nodes-base.if", "position": [960, 300]
    },
    {
      "parameters": { "channel": "#cs-churn-risk", "text": "=🔴 CHURN RISK: {{ $json.company }} (score: {{ $json.score }}/100)\nCSM: {{ $json.csm }}\nLast login: {{ $json.daysSinceLogin }}d ago | API calls/wk: {{ $json.weeklyAPICalls }} | Open tickets: {{ $json.openTickets }}" },
      "name": "Red Alert Slack", "type": "n8n-nodes-base.slack", "position": [1200, 200]
    },
    {
      "parameters": { "channel": "#cs-watch-list", "text": "=🟡 WATCH: {{ $json.company }} (score: {{ $json.score }}/100) — CSM: {{ $json.csm }}" },
      "name": "Amber Alert Slack", "type": "n8n-nodes-base.slack", "position": [1200, 400]
    }
  ]
}

{
  "name": "LegalTech Support Auto-Triage",
  "nodes": [
    {
      "parameters": { "event": "ticketCreated" },
      "name": "Zendesk Webhook", "type": "n8n-nodes-base.webhook",
      "webhookId": "your-webhook-id", "position": [240, 300]
    },
    {
      "parameters": {
        "model": "claude-haiku-20240307",
        "messages": {
          "values": [{
            "role": "user",
            "content": "=Classify this LegalTech support ticket into ONE category:\n- TECHNICAL (API errors, integration bugs, performance)\n- BILLING (invoices, plan changes, payments)\n- FEATURE_REQUEST (new functionality, enhancement)\n- LEGAL_DOMAIN (jurisdiction, court rules, filing requirements — needs a legal professional)\n- ONBOARDING (setup, workflow questions, how-to)\n\nTicket: {{ $json.subject }}\n{{ $json.description }}\n\nRespond with ONLY the category name."
          }]
        }
      },
      "name": "Claude Classify", "type": "@n8n/n8n-nodes-langchain.lmChatAnthropic", "position": [480, 300]
    },
    {
      "parameters": {
        "rules": {
          "values": [
            { "conditions": { "string": [{ "value1": "={{ $json.text }}", "operation": "contains", "value2": "TECHNICAL" }] }, "renameOutput": true, "outputKey": "technical" },
            { "conditions": { "string": [{ "value1": "={{ $json.text }}", "operation": "contains", "value2": "LEGAL_DOMAIN" }] }, "renameOutput": true, "outputKey": "legal_domain" },
            { "conditions": { "string": [{ "value1": "={{ $json.text }}", "operation": "contains", "value2": "BILLING" }] }, "renameOutput": true, "outputKey": "billing" }
          ]
        }
      },
      "name": "Route by Category", "type": "n8n-nodes-base.switch", "position": [720, 300]
    },
    {
      "parameters": { "channel": "#support-engineering", "text": "=🔧 TECHNICAL: {{ $('Zendesk Webhook').item.json.subject }}\nFrom: {{ $('Zendesk Webhook').item.json.requester_email }}\nTicket: {{ $('Zendesk Webhook').item.json.ticket_url }}" },
      "name": "Engineering Slack", "type": "n8n-nodes-base.slack", "position": [960, 200]
    },
    {
      "parameters": { "channel": "#support-legal-domain", "text": "=⚖️ LEGAL DOMAIN QUESTION: {{ $('Zendesk Webhook').item.json.subject }}\nNeeds: legal-trained CSM\nTicket: {{ $('Zendesk Webhook').item.json.ticket_url }}" },
      "name": "Legal Domain Slack", "type": "n8n-nodes-base.slack", "position": [960, 400]
    }
  ]
}

{
  "name": "LegalTech Weekly Briefing",
  "nodes": [
    {
      "parameters": { "rule": { "interval": [{ "field": "weeks", "triggerAtDay": 1, "triggerAtHour": 8 }] } },
      "name": "Monday 8AM", "type": "n8n-nodes-base.scheduleTrigger", "position": [240, 300]
    },
    {
      "parameters": { "operation": "readOrSearch", "sheetId": "{{ YOUR_SHEET_ID }}", "range": "Metrics!A:Z" },
      "name": "Read Metrics", "type": "n8n-nodes-base.googleSheets", "position": [480, 300]
    },
    {
      "parameters": {
        "jsCode": "const rows = $input.all().map(i => i.json);
const latest = rows[rows.length - 1];
const prev = rows[rows.length - 2] || latest;
const pct = (a, b) => b > 0 ? ((a - b) / b * 100).toFixed(1) + '%' : 'N/A';
const arrow = (a, b) => a >= b ? '↑' : '↓';
const mrr = Number(latest.mrr) || 0;
const prevMrr = Number(prev.mrr) || 0;
const newTrials = Number(latest.new_trials) || 0;
const churnedAccounts = Number(latest.churned_accounts) || 0;
const activeCustomers = Number(latest.active_customers) || 0;
const prevActive = Number(prev.active_customers) || 0;
const html = `<h2>FlowKit Weekly Briefing — ${latest.week_ending}</h2>
<table border='1' cellpadding='8' style='border-collapse:collapse'>
<tr><th>Metric</th><th>This Week</th><th>Last Week</th><th>Change</th></tr>
<tr><td>MRR</td><td>$${mrr.toLocaleString()}</td><td>$${prevMrr.toLocaleString()}</td><td>${arrow(mrr,prevMrr)} ${pct(mrr,prevMrr)}</td></tr>
<tr><td>Active Customers</td><td>${activeCustomers}</td><td>${prevActive}</td><td>${arrow(activeCustomers,prevActive)} ${pct(activeCustomers,prevActive)}</td></tr>
<tr><td>New Trials</td><td>${newTrials}</td><td>—</td><td>—</td></tr>
<tr><td>Churned</td><td>${churnedAccounts}</td><td>—</td><td>—</td></tr>
</table>`;
return [{json: {html, week: latest.week_ending, mrr, activeCustomers, newTrials, churnedAccounts}}];"
      },
      "name": "Build Report", "type": "n8n-nodes-base.code", "position": [720, 300]
    },
    {
      "parameters": {
        "toEmail": "ceo@yourcompany.com",
        "subject": "=Weekly Product & Revenue Briefing — {{ $json.week }}",
        "message": "={{ $json.html }}",
        "options": { "appendAttribution": false }
      },
      "name": "Email Leadership", "type": "n8n-nodes-base.gmail", "position": [960, 300]
    },
    {
      "parameters": { "channel": "#leadership", "text": "=📊 Weekly Briefing: MRR ${{ $json.mrr.toLocaleString() }} | Active: {{ $json.activeCustomers }} | Trials: {{ $json.newTrials }} | Churned: {{ $json.churnedAccounts }}" },
      "name": "Slack One-Liner", "type": "n8n-nodes-base.slack", "position": [960, 480]
    }
  ]
}