Law firm intake acknowledgement with document list
Acknowledges a contact request to a law firm and lists the documents usually needed for the type of matter (family, employment, business, other). It gives no legal advice and no opinion on the case. The lawyer reviews the draft before it is sent.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 7
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Contact request received
trigger.email -
2
Type of matter
ai.categorize -
3
List family documents
ai.prompt -
4
List employment documents
ai.prompt -
5
List business documents
ai.prompt -
6
Write the acknowledgement
ai.compose -
7
Save the acknowledgement as a draft
mail.send
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Mailboxes to choose
- Save the acknowledgement as a draft · mailbox
- Connections to choose
- OpenAI · connection (llm_provider)
See also
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