- 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:
Sub-Zap by Zapier
Google Drive
Google Docs
Clio
Jotform
Filter by Zapier
Microsoft Outlook
Schedule by Zapier
Société.com
Google Forms
Formatter by Zapier
Slack
Confluence Cloud
Zapier Tables
Code by Zapier
Email by Zapier
- Generate legal document from template in Google Docs, organize in Google Drive
- Update status of new legal matters in Clio for easier document retrieval
Update status of new legal matters in Clio for easier document retrieval
- Generate and send legal documents from Jotform submissions, filter cases, and email via Outlook
Generate and send legal documents from Jotform submissions, filter cases, and email via Outlook
- 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 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
- 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
- Log time entries for new documents in Clio, find matter, and create time entry
Log time entries for new documents in Clio, find matter, and create time entry
- Gather daily legal tasks, summarize findings, and send digest email to stakeholders
Gather daily legal tasks, summarize findings, and send digest email to stakeholders