- Legal Automation
- Legal Client Tracking
- Client matter automation
Create and manage client matters in legal management systems
Automatically capture and organize new client inquiries and matters from diverse sources into a centralized legal management system, reducing manual data entry and ensuring no lead falls through the cracks. Streamlined workflows trigger matter creation, contact updates, and task assignments immediately upon form submissions, calls, or scheduled events, accelerating client onboarding and follow‐up. This automation enhances data accuracy, improves team collaboration, and frees up time for high-value legal work.
Filter by common apps:
Calendly
PracticePanther Legal Software
Gravity Forms
Google Contacts
LawPay
Webhooks by Zapier
Clio
Toggl Track
Confido Legal
Moxo
Divorcepath
- Stay Organized: Automatically Create a New Matter in PracticePanther When a Client Schedules an Event via Calendly
- Effortlessly Capture and Organize Client Information from Gravity Forms to Google Contacts, PracticePanther, and LawPay
Effortlessly Capture and Organize Client Information from Gravity Forms to Google Contacts, PracticePanther, and LawPay
- Effortlessly Manage Client Contacts and Matters in Clio from Incoming Webhooks
Effortlessly Manage Client Contacts and Matters in Clio from Incoming Webhooks
- Effortlessly Manage Client Projects in Toggl Track When New Matters Are Created in PracticePanther
Effortlessly Manage Client Projects in Toggl Track When New Matters Are Created in PracticePanther
- Stay Updated: Automatically Create or Update Client Records in Confido Legal from New Webhook Contact Info
Stay Updated: Automatically Create or Update Client Records in Confido Legal from New Webhook Contact Info
- Stay Updated: Automatically Sync Client Info in Moxo When New Matters Are Created in Clio
Stay Updated: Automatically Sync Client Info in Moxo When New Matters Are Created in Clio
- Effortlessly Manage New Legal Contacts with PracticePanther and Webhooks for Seamless Client Communication
Effortlessly Manage New Legal Contacts with PracticePanther and Webhooks for Seamless Client Communication
- Instantly Create a New Client Profile in Divorcepath When a New Matter is Initiated in Clio
Instantly Create a New Client Profile in Divorcepath When a New Matter is Initiated in Clio
- Instantly Create a New Client and Project in Toggl Track When a New Matter is Initiated in Clio
Instantly Create a New Client and Project in Toggl Track When a New Matter is Initiated in Clio
