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Roca Advocats — Automatización legal con IA, n8n y Microsoft Teams

Development of a legal automation ecosystem for Roca Advocats, combining intelligent flows in n8n, automations with AI and a chatbot integrated into Microsoft Teams. The solution allows you to optimize internal processes, improve communication with customers, centralize legal information and automate acquisition, management and monitoring tasks. Roca Advocats is a family law firm with two generations at the service of its clients since 1977, with comprehensive and personalized advice in different legal areas.

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The challenge

Reduce repetitive tasks and facilitate access to legal information from the day-to-day of the firm

Roca Advocats needed to improve internal efficiency without losing the close and personalized treatment that characterizes the firm.

In a legal environment, many tasks are time-consuming: answering frequently asked questions, reviewing documentation, remembering deadlines, classifying requests, recording customer information, tracking communications, and organizing administrative processes.

In addition, the team needed quick access to legal information, documentation, and common procedures from tools that were already part of their daily routine.

The challenge was to create a practical, integrated and scalable solution that would help the firm automate processes without complicating the team's work or breaking their natural way of communicating.

The solution

A legal-tech ecosystem with AI, automation, and chatbot

  • Legal bot in Microsoft Teams
  • Automations with n8n
  • AI applied to legal processes
  • Intelligent communication with customers
  • Lead capture and management
  • Traceability and internal control

KEY FEATURES

What the app can do

  • Legal chatbot in Teams

    Assistant integrated into Microsoft Teams to resolve internal queries, access legal information and consult common procedures.

  • Legal Knowledge Base

    Organization of information, documentation, deadlines, processes, and FAQs to facilitate quick and consistent responses.

  • Automatic flows in n8n

    Automation of repetitive tasks such as task creation, internal notifications, CRM update, and request tracking.

  • Intelligent query classification

    Use AI to interpret messages, identify intent, and direct each request to the corresponding flow or response.

  • Communication with customers

    Automation of emails, messages, reminders and notices related to legal processes, documentation or next actions.

  • Recruitment and monitoring management

    Form automation, lead scoring, record creation, internal assignment and follow-up of opportunities or files.

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Inside the product

PROCESS

How we did it

  • Analysis and definition

    We understand your challenge, requirements and goals to define the scope.

  • UX/UI design

    We prototype the experience and the design of each screen.

  • Development

    We build the software with secure, robust and scalable technology.

  • Testing (Q&A)

    We validate quality, performance and security before release.

  • Launch and support

    Go-live and ongoing product evolution.

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