Rapid Onboarding
Accelerate first touchpoints by instantly generating intake records and welcome emails as soon as inquiries arrive.
- Legal Automation
- Legal Client Intake
Legal Client Intake
Automate your legal client intake by triggering workflows the moment a prospective client reaches out. Zapier routes messages, populates intake forms, and alerts your team without manual data entry. This ensures a quicker, error-free start to every new legal matter.
Data Accuracy
Eliminate copy-paste mistakes by auto-capturing client details directly into your case management or CRM systems.
Time Savings
Free your staff from repetitive admin tasks so they can focus on higher-value legal work.
