Make.com AI Lead Intake Agents for a Legal Firm

A legal referral firm was losing hours every day copying web leads into spreadsheets, checking emails by hand and forwarding cases to attorneys. I built a set of AI agents in Make.com that now handle the whole journey from first contact to the right attorney, with no manual steps.

Leads arrived in messy free text. Many had wrong or fake emails, follow-ups were forgotten when leads went quiet, and replies sat in the inbox for days before anyone updated the lead sheet.

Lead intake agent. A webhook captures each enquiry, OpenAI reads the request and pulls out the case type, location and contact details

Enrichment and verification. Apollo enriches the contact and ZeroBounce verifies the email before anything is sent

Routing. Each verified lead is matched to the right attorney and logged in Google Sheets

Daily follow-up sweep. A scheduled scenario chases leads that have gone quiet

Reply listener. Inbox replies are detected and the lead status updates automatically

AI SDR agent. Prospects new contacts and drafts personalised first emails

Make.com, OpenAI, Apollo, ZeroBounce, Google Sheets, Outlook and webhooks.

The system runs every day with zero errors in its run history. Leads are verified, routed and followed up automatically, so the team only spends time on real conversations with qualified clients.