Faster Intake
Auto-screen inquiries with AI and instantly know which leads qualify for representation.
- Legal Automation
- AI Legal Client Tracking
AI Legal Client Tracking
AI-powered Client Tracking automates how law firms capture, categorize, and monitor incoming inquiries across channels. Zapier routes each message through an LLM to determine case eligibility, then records approved matters and client details in your practice-management system in real time. Firms gain faster intake, cleaner data, and a clear dashboard of every active matter without manual entry.
Error-Free
Eliminate copy-paste by logging client data directly into your legal CRM or case software.
Live Visibility
Keep your team updated with up-to-the-minute matter status and analytics dashboards.
Featured use cases
Automatically log new legal matters and client call details with AI-powered transcription and data extraction to streamline record-keeping and compliance.
+ moreAutomatically capture, validate, and manage client matters from web requests to your legal management system, reducing manual work and improving accuracy.
+ moreLeverage AI to automatically classify and evaluate inquiries for case eligibility, instantly record details, and streamline follow-up workflows.
+ more