- Legal Automation
- Legal Client Tracking
- Eligibility Tracking
Classify and evaluate client inquiries for case eligibility tracking
This automation monitors incoming client inquiries and classifies them by eligibility criteria, automatically logging relevant details to a central system. It prioritizes cases that meet predefined requirements for faster follow-up while flagging those needing further review. This process ensures consistent data capture, minimizes manual effort, and accelerates client onboarding decisions.
Filter by common apps:
Bonsai
Google Sheets
Salesdock
Ignition
Microsoft Excel
Paperform
Airtable
- Log client proposal acceptance in Google Sheets from Bonsai
- Log client offer acceptance details in Google Sheets from Salesdock
Log client offer acceptance details in Google Sheets from Salesdock
- Log client service acceptance details in Microsoft Excel from Ignition
Log client service acceptance details in Microsoft Excel from Ignition
- Process client waivers in Paperform, find or create records in Airtable, update records, and create new entries
Process client waivers in Paperform, find or create records in Airtable, update records, and create new entries