- 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:
Jira Service Management
Filter by Zapier
Google Sheets
Clio
Clockify
Google Forms
Gmail
Time To Pet
Delay by Zapier
Slack
BrightManager
Microsoft Excel
Everfit
Formatter by Zapier
- Stay Updated: Automatically Track Vendor Contacts in Google Sheets from New Jira Service Requests
- Stay Organized: Automatically Sync New Legal Matters from Clio to Clockify for Client and Project Updates
Stay Organized: Automatically Sync New Legal Matters from Clio to Clockify for Client and Project Updates
- Receive Instant Notifications and Track Legal Review Requests with Google Forms, Google Sheets, and Gmail
Receive Instant Notifications and Track Legal Review Requests with Google Forms, Google Sheets, and Gmail
- Effortlessly Capture New Client Details from Time To Pet into Google Sheets for Seamless Management
Effortlessly Capture New Client Details from Time To Pet into Google Sheets for Seamless Management
- Keep Clients Informed: Notify Them When Their Legal Matter is Closed, Request Feedback, and Log Details in Google Sheets
Keep Clients Informed: Notify Them When Their Legal Matter is Closed, Request Feedback, 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
- Stay Informed: Get Email Alerts When a New Legal Matter is Created in Clio
Stay Informed: Get Email Alerts When a New Legal Matter is Created in Clio
- Stay Organized: Automatically Log Lost Clients from BrightManager to Excel for Easy Tracking
Stay Organized: Automatically Log Lost Clients from BrightManager to Excel for Easy Tracking
- Effortlessly Track New Client Registrations in Google Sheets from Everfit
Effortlessly Track New Client Registrations in Google Sheets from Everfit
