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  1. Legal Automation
  2. AI Legal Client Acquisition

AI Legal Client Acquisition

AI-powered automations capture and structure client details from online legal intake forms as soon as they arrive. Zapier routes the parsed data to your CRM, case-management, and document systems without manual work. This accelerates client onboarding, improves data accuracy, and frees attorneys and staff to focus on higher-value tasks.
AI Legal Client Acquisition

Faster Intake

Auto-extract and push form data to your legal CRM instantly to onboard prospects in minutes, not hours.

Error Reduction

Let AI normalize names, dates, and matter details to eliminate typos and incomplete records.

Smart Routing

Trigger personalized emails, task assignments, and conflict checks the moment a qualified lead is captured.

Featured use cases

Automate client intake by converting form responses into AI-generated summaries and document requests for faster, error-free case onboarding.

+ more

Bring your workflow ideas to life. Build your first automation in minutes.

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