Back to Automated law firm lead management & scheduling with AI, Jotform & Calendar

Set Up: Automated law firm lead management & scheduling with AI, Jotform & Calendar

When potential clients submit a JotForm inquiry, their information is automatically saved to Google Sheets and they receive a welcome message on WhatsApp. An AI agent then handles scheduling conversations to book consultation appointments directly to Google Calendar.

What This Automation Does

Capture lead from JotForm submission

New client inquiry triggers the workflow when someone fills out the intake form with their contact details and legal service needs.

Store client data in Google Sheets

Client information including name, email, phone, and service interest is automatically saved to the Law Client Enquiries spreadsheet.

Send WhatsApp welcome message

An initial welcome message is sent to the client via WhatsApp to begin the intake process.

AI agent handles scheduling conversation

When client replies on WhatsApp, Google Gemini AI agent chats with them to understand their needs and schedule a consultation.

Book appointment to Google Calendar

Once scheduling details are confirmed, the AI agent creates the appointment directly in Google Calendar with all relevant information.

Prerequisites

JotForm account with published intake form
Google Sheets with Law Client Enquiries template
Google Calendar access and API credentials
WhatsApp Business Platform account and API access
Google Gemini API key
PostgreSQL database for conversation memory

Services Used

Jot Form TriggerGoogle SheetsLm Chat Google GeminiWhats App TriggerGoogle Calendar ToolMemory Postgres ChatWhatsApp Business

Services with alternatives — you can swap them in the next step.

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