Automating Labor Law Client Intake via WhatsApp with AI and Automation Tools

Have you ever imagined turning WhatsApp into an automated channel to capture qualified clients for labor lawsuits, with intelligent and humanized service? That’s exactly what we did for a law firm — and here’s how we made it happen.

:dart: The Challenge

Every day, the law firm received dozens of WhatsApp messages: potential clients with questions about dismissals, rights, legal procedures… The problem? Filtering who actually had a viable case for legal assistance — and doing it without overloading the legal team.

:bulb: The 5-Step Solution

1. The lead initiates contact via WhatsApp
The potential client sends a message. This is where it all begins. An AI Agent steps in — fully automated and friendly.

2. Intelligent and humanized conversation (OpenAI)
We used the OpenAI API to simulate a natural conversation, with accessible language and targeted questions:

  • What was the type of employment relationship?
  • Was the employment officially registered?
  • When did the dismissal occur?
  • Did you receive all your entitled payments?

These details are essential to assess the case.

3. Automatic lead classification
Based on the responses, the agent classifies the lead:

  • Type of case (constructive dismissal, unpaid wages, moral harassment, etc.)
  • Degree of viability (strong or weak indicators)
  • Urgency level

4. Secure storage in Supabase
All collected data is stored directly in Supabase — a secure, cloud-based PostgreSQL database. This ensures easy access and case history for the lawyers.

5. Automation with n8n
Using n8n, we built workflows that:

  • Notify lawyers when a viable lead appears
  • Organize contacts by priority
  • Trigger alerts or create tasks automatically

:hammer_and_wrench: Tools and Skills Used

  • n8n — process automation and orchestration
  • OpenAI API — AI for legal conversations with accessible language
  • WhatsApp — entry channel for clients
  • Supabase — secure and scalable database
  • Agent GPT — creation and operation of the intelligent agent

:white_check_mark: The Result
The legal team began receiving qualified leads with complete information, optimizing response time and avoiding rework. This allowed the firm to scale its services without sacrificing quality — or the human touch.

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Nice use case. Doe the end user need to have whatsapp, or do they text a number from their phone and it goes through whatsapp?

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Yes, the end user needs to have WhatsApp. This flow is focused on WhatsApp because it’s the most widely used messaging app in Brazil. However, we didn’t use Meta’s official API for this implementation.

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That makes sense. Was just wondering if there was an example with another tool that uses texting without whatsapp. Thanks for your input.

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Yeah, I used it with WhatsApp, but honestly, any tool that supports webhooks should work just fine with N8N too.

Really cool n8n use-case and love to see a successful real world example.
Are you handling other message types such as image, audio, video?

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Yeah, we’re allowing audio messages, but images and videos don’t really fit my client’s business use case.

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Hi there! I have a question regarding this, is it legal to implement this kind of solutions using n8n and webhooks (maybe with EvolutionAPI) and not using official Meta API for businesses?

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My advice is to go with the official platforms. But in Brazil, a lot of people can’t afford them because the dollar is really expensive here.

WhatsApp into a smart client intake channel using OpenAI, n8n, and Supabase was a for that law firm—and the same approach can be tailored for any business that needs to qualify leads before jumping in manually.
OpenAI handles natural, human-like conversations; n8n routes the lead through a structured decision tree; and Supabase stores it all cleanly for the team to access. Lawyers now only deal with pre-qualified cases, and automation handles the grunt work 24/7.

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