- Legal Automation
- Legal Documentation
- Legal intake automation
Automate legal intake request processing and document creation
Legal intake request processing and document creation automations streamline the capture, organization, and generation of legal documents by connecting form inputs, task updates, or reading services to document creation and storage tools. By automating the flow from client inquiries or matter progress to tailored document output, legal teams save time, reduce manual errors, and ensure consistency. This end-to-end approach helps maintain up-to-date records, speeds onboarding, and provides instant visibility to stakeholders without manual handoffs.
Filter by common apps:
Slack
Concord CLM
Webhooks by Zapier
Formatter by Zapier
Google Docs
Inoreader
Airtable
Schedule by Zapier
Société.com
Clio
Filter by Zapier
Confluence Cloud
Zapier Tables
Code by Zapier
Email by Zapier
PandaDoc
Google Forms
- Create legal documents from Slack mentions in Concord CLM
- Create and submit legal documents with Webhooks by Zapier, Formatter by Zapier, Google Docs, and Webhooks by Zapier
Create and submit legal documents with Webhooks by Zapier, Formatter by Zapier, Google Docs, and Webhooks by Zapier
- Capture new legal articles from Inoreader and create records in Airtable
Capture new legal articles from Inoreader and create records in Airtable
- Gather legal information from Socit.com and document it in Google Docs every month
Gather legal information from Socit.com and document it in Google Docs every month
- Create expense and time entries in Clio for new legal documents
Create expense and time entries in Clio for new legal documents
- Compile legal inquiries from Slack and document in Confluence every month
Compile legal inquiries from Slack and document in Confluence every month
- Gather daily legal tasks, summarize findings, and send digest email to stakeholders
Gather daily legal tasks, summarize findings, and send digest email to stakeholders
- Generate legal documents in PandaDoc from incoming data via Webhooks
Generate legal documents in PandaDoc from incoming data via Webhooks
- Create new legal matter in Clio from Google Forms responses, find contact, format date, and add details
Create new legal matter in Clio from Google Forms responses, find contact, format date, and add details