Frictionless Intake
Auto-capture client details from web forms and deal updates so you never retype or lose critical information.
- Legal Automation
- Legal Client Acquisition
Legal Client Acquisition
Legal Client Acquisition automates the end-to-end intake and onboarding of new legal clients through Zapier workflows. Forms, CRM updates, and sales activities instantly create or update matters, contacts, and contracts without manual data entry. This ensures faster client onboarding, accurate records, and timely team communication.
Document Automation
Generate, store, and send engagement letters and contracts the moment a client record is created.
Instant Alerts
Trigger real-time notifications to support staff whenever new matters or agreements arise, keeping everyone aligned.
Featured use cases
Automatically sync client matters with sales funnel events to maintain up-to-date records and reduce manual work.
+ moreAutomated legal notifications ensure timely delivery of new client agreements to support teams, improving compliance and reducing manual follow-up.
+ moreAutomatically capture and create new legal matters and client details across tools upon intake events to streamline case management and reduce manual work.
+ moreAutomatically create and send legal documents when new client records are added, ensuring fast, accurate, and consistent onboarding.
+ moreSync deal stage changes to automatically create or update legal matters, ensuring real-time organization and consistency.
+ moreAutomatically create and organize client contacts, matters, and contracts without manual data entry to speed up legal onboarding and improve document consistency.
+ more