- Legal Automation
- Legal Client Acquisition
- Legal intake automation
Capture client information for legal intake from form submissions
Legal intake automation seamlessly captures client information from online form submissions and routes it into your systems for immediate processing. By eliminating manual data entry, it ensures accurate, consistent records and accelerates your client onboarding process. This automation reduces administrative workload, minimizes errors, and ensures timely follow-ups for improved client satisfaction.
Filter by common apps:
Cognito Forms
Pipedrive
Formsite
HubSpot
QuickBooks Online
- Create a new deal in Pipedrive from new Cognito Forms entry
- Capture new client inquiries from Formsite, create contact in HubSpot, and add customer in QuickBooks Online
Capture new client inquiries from Formsite, create contact in HubSpot, and add customer in QuickBooks Online