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  1. Legal Automation
  2. Legal Client Intake
  3. Automated legal intakes

Capture and process new client messages for legal intake

Automatically capturing and processing new client messages for legal intake ensures no inquiry is overlooked and accelerates onboarding. This automation transfers incoming client information into a centralized intake platform, organizes and prioritizes messages, and triggers follow-up actions without manual intervention. By reducing administrative bottlenecks and human error, it empowers legal teams to focus on client service and case preparation.

Filter by common apps:

  • LEX Reception
  • Filter by Zapier
  • Docusign
  • AnswerConnect
  • Lawmatics