- Legal Automation
- Legal Client Tracking
- Legal Matter Tracker
Log and track new legal matters and client details
This automation category captures and organizes new legal matters and client information into a central data repository without manual data entry. It consolidates client intake details and case updates from various entry points into structured records. This ensures consistent data accuracy, saves administrative time, and keeps team members promptly informed.
Filter by common apps:
Missive
Google Sheets
Slack
Code by Zapier
Jira Service Management
Filter by Zapier
Webhooks by Zapier
Clio
ABC Trainerize
PandaDoc
Jobber
Formatter by Zapier
Clockify
- Log incoming messages from Missive into Google Sheets for tracking
- Capture user reactions in Slack, retrieve user details, and update Google Sheets
Capture user reactions in Slack, retrieve user details, and update Google Sheets
- Track vendor points of contact in Google Sheets from new Jira requests
Track vendor points of contact in Google Sheets from new Jira requests
- Create new legal matter and contact in Clio from webhook request
Create new legal matter and contact in Clio from webhook request
- Log new client information in Google Sheets from ABC Trainerize
Log new client information in Google Sheets from ABC Trainerize
- Log new client info in Google Sheets, and notify sales team in Slack
Log new client info in Google Sheets, and notify sales team in Slack
- Log new client information in Google Sheets from Jobber, and format date with Formatter
Log new client information in Google Sheets from Jobber, and format date with Formatter
- Sync new legal matters from Clio to Clockify for clients and projects
Sync new legal matters from Clio to Clockify for clients and projects
