- Legal Automation
- Legal Client Tracking
- Automate client info
Capture and process client information from submissions and calls
Automatically capturing and organizing client information from forms, calls, and submissions eliminates manual data entry and ensures timely updates across your systems. This automation streamlines team notifications, ticket creation, and database updates so nothing falls through the cracks. By centralizing client details in one place, you’ll improve response times and maintain accurate records with minimal effort.
Filter by common apps:
FITR
Filter by Zapier
HubSpot
Webhooks by Zapier
Zapier Tables
Skool
Practice
Email by Zapier
Google Sheets
Pipedrive
Formatter by Zapier
Coach Catalyst
Squarespace Forms
Jobber
Gmail
Lawmatics
Airtable
Smith.ai
- Capture Client Insights Automatically with FITR, Filter by Zapier, and HubSpot
- Capture Client Requests, Log Their Info, and Invite Them to Your Group with Webhooks, Zapier Tables, and Skool
Capture Client Requests, Log Their Info, and Invite Them to Your Group with Webhooks, Zapier Tables, and Skool
- Get Support Notified About Client Transfers via Email and Log Details in Google Sheets
Get Support Notified About Client Transfers via Email and Log Details in Google Sheets
- Effortlessly Capture Client Info and Streamline Deals with Webhooks and Pipedrive
Effortlessly Capture Client Info and Streamline Deals with Webhooks and Pipedrive
- Effortlessly Capture and Organize Client Information from Requests with Webhooks, Formatter, and Coach Catalyst
Effortlessly Capture and Organize Client Information from Requests with Webhooks, Formatter, and Coach Catalyst
- Capture New Client Details from Squarespace, Notify Your Team via Gmail, and Track in Google Sheets
Capture New Client Details from Squarespace, Notify Your Team via Gmail, and Track in Google Sheets
- Effortlessly Capture Client Details from Requests and Update Your Database with Lawmatics and Airtable
Effortlessly Capture Client Details from Requests and Update Your Database with Lawmatics and Airtable
- Get a Call to Your Potential Client Instantly with Lawmatics and Smith.ai
Get a Call to Your Potential Client Instantly with Lawmatics and Smith.ai
- Capture Incoming Requests, Log Details in Google Sheets, and Create Support Tickets in HubSpot Automatically
Capture Incoming Requests, Log Details in Google Sheets, and Create Support Tickets in HubSpot Automatically