- 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:
Jobber
Formatter by Zapier
Google Sheets
Calendly
PracticePanther Legal Software
Jira Service Management
Filter by Zapier
Clio
Clockify
Google Forms
Gmail
Time To Pet
Delay by Zapier
Slack
- Capture new client details from Jobber, format them, and add to Google Sheets
- Create new contact and matter in PracticePanther, and log details in Google Sheets when client schedules consultation
Create new contact and matter in PracticePanther, and log details in Google Sheets when client schedules consultation
- Track vendor points of contact in Google Sheets from new Jira requests
Track vendor points of contact in Google Sheets from new Jira requests
- Sync new legal matters from Clio to Clockify for clients and projects
Sync new legal matters from Clio to Clockify for clients and projects
- Collect legal review requests, log in Google Sheets, notify legal team via Gmail, and update request status
Collect legal review requests, log in Google Sheets, notify legal team via Gmail, and update request status
- Capture new client info from Time To Pet and log it in Google Sheets
Capture new client info from Time To Pet and log it in Google Sheets
- Notify clients when their legal matter closes, send follow-up email, and log details in Google Sheets
Notify clients when their legal matter closes, send follow-up email, and log details in Google Sheets
- Stay Informed: Track Legal Requests in Google Sheets and Notify Your Team on Slack
Stay Informed: Track Legal Requests in Google Sheets and Notify Your Team on Slack
- Notify staff via email when a new legal matter is created in Clio and update its status
Notify staff via email when a new legal matter is created in Clio and update its status
