- 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
Toggl Track
Webhooks by Zapier
Confido Legal
Clio
Moxo
Divorcepath
Microsoft Office 365
Formatter by Zapier
Filter by Zapier
Smokeball
- Create new matter in PracticePanther when client schedules event in Calendly
- Capture and organize client information from Gravity Forms to Google Contacts, PracticePanther, and LawPay
Capture and organize client information from Gravity Forms to Google Contacts, PracticePanther, and LawPay
- Create and manage client projects in Toggl Track from new matters in PracticePanther
Create and manage client projects in Toggl Track from new matters in PracticePanther
- Create or update client records in Confido Legal from new contact information via Webhooks by Zapier
Create or update client records in Confido Legal from new contact information via Webhooks by Zapier
- Create or update client in Moxo when new matter is initiated in Clio
Create or update client in Moxo when new matter is initiated in Clio
- Create and manage contacts in PracticePanther, and send details via Webhooks
Create and manage contacts in PracticePanther, and send details via Webhooks
- Create client profile in Divorcepath when new matter is initiated in Clio
Create client profile in Divorcepath when new matter is initiated in Clio
- Create new client and project in Toggl Track from new matter in Clio
Create new client and project in Toggl Track from new matter in Clio
- Create new legal matters from Microsoft Office 365 events, extract client info, and filter event types
Create new legal matters from Microsoft Office 365 events, extract client info, and filter event types
