- Legal Automation
- Legal Client Acquisition
- Automate case initiation
Manage legal cases upon initiation of new matters
Automate the creation of new legal matters and client records across your practice management tools when intake events or sales activities occur. This ensures client information and case details are captured consistently in real time, reducing manual entry and errors. By connecting scheduling platforms, CRMs, webhooks, and chat sessions to legal software, firms streamline onboarding and maintain organized case files automatically.
Filter by common apps:
Legalboards
Contacts+
Hubstaff
LeadConnector
Lawmatics
LiveChat
Calendly
Formatter by Zapier
Bark
Salesforce
MyCase
Webhooks by Zapier
Actionstep
Appointlet
Filter by Zapier
HubSpot
Clio
- Effortlessly Create New Clients and Projects in Hubstaff When a New Matter is Initiated in Legalboards
- Seamlessly Create New Matters in Lawmatics When Sales Opportunities Update in LeadConnector
Seamlessly Create New Matters in Lawmatics When Sales Opportunities Update in LeadConnector
- Automatically Create a New Case File in Lawmatics After a LiveChat Session Ends
Automatically Create a New Case File in Lawmatics After a LiveChat Session Ends
- Stay Organized: Automatically Create a New Case in Lawmatics When a Client Schedules a Consultation via Calendly
Stay Organized: Automatically Create a New Case in Lawmatics When a Client Schedules a Consultation via Calendly
- Stay Organized: Automatically Create a New Legal Case in Lawmatics When a Bark Purchase is Made
Stay Organized: Automatically Create a New Legal Case in Lawmatics When a Bark Purchase is Made
- Stay Organized: Automatically Create a New Case in MyCase When a New Sales Opportunity is Recorded in Salesforce
Stay Organized: Automatically Create a New Case in MyCase When a New Sales Opportunity is Recorded in Salesforce
- Effortlessly Create New Legal Matters with Client Details from Webhooks to Actionstep
Effortlessly Create New Legal Matters with Client Details from Webhooks to Actionstep
- Automatically Create a New Matter and Contact in Lawmatics When a Client Schedules an In-Person Consultation via Appointlet
Automatically Create a New Matter and Contact in Lawmatics When a Client Schedules an In-Person Consultation via Appointlet
- Automatically Create a New Matter in Clio When Your HubSpot Deal Reaches a Key Stage
Automatically Create a New Matter in Clio When Your HubSpot Deal Reaches a Key Stage
