Matter Creation
Auto-generate new matters in your case management tool as soon as a potential client reaches out, removing repetitive data entry.
- Legal Automation
- Legal Client Tracking
Legal Client Tracking
Legal Client Tracking automation in Zapier instantly turns client inquiries from forms, emails, or calls into organized matters inside your legal management software. It continuously updates matter records and statuses, keeping your team aligned without manual spreadsheet work. Automated intake frees attorneys to focus on advising clients instead of chasing paperwork.
Eligibility Sorting
Classify and score inquiries against your criteria in real time, so you prioritize winnable cases first.
Data Capture
Pull caller notes, form fields, and documents into a single client record, ensuring nothing slips through the cracks.
Featured use cases
Centralize and automate logging of legal matters and client details to boost accuracy and team visibility.
+ moreAutomate the intake and management of new client matters to streamline onboarding, ensure data accuracy, and accelerate follow-up.
+ moreAutomatically sort and log client inquiries by eligibility criteria to streamline intake, reduce errors, and speed up case processing.
+ moreAutomatically capture, organize, and distribute client information from submissions and calls to keep records accurate and teams informed.
+ more