- 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 followâup. This automation enhances data accuracy, improves team collaboration, and frees up time for high-value legal work.
Filter by common apps:
Jotform
Clio
Calendly
PracticePanther Legal Software
Gravity Forms
Google Contacts
LawPay
Toggl Track
Moxo
Webhooks by Zapier
Divorcepath
Microsoft Office 365
Formatter by Zapier
Filter by Zapier
Smokeball
HubSpot
- Capture client information from Jotform and update Clio contact details
- Create new matter in PracticePanther when client schedules event in Calendly
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 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 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
- Transfer new client leads from HubSpot to PracticePanther and capture contact details
Transfer new client leads from HubSpot to PracticePanther and capture contact details
