- Legal Automation
- Legal Inquiries
- Automate legal inquiries
Provide automated legal responses to client inquiries
This automation category streamlines the entire client inquiry process by automatically capturing, categorizing, and responding to legal questions across multiple channels. It reduces manual data entry, ensures timely follow-ups, and centralizes case information for improved collaboration and compliance. By standardizing responses and updating matter management systems in real time, firms can boost client satisfaction and minimize missed opportunities.
Filter by common apps:
Email by Zapier
Box
Delay by Zapier
HubSpot
Cognito Forms
Actionstep
Landbot
Gmail
Email Parser by Zapier
Filter by Zapier
Kit
Zoho Mail
Webhooks by Zapier
Clio
Jotform
Salesforce
Slack
Google Sheets
- Capture legal inquiries, upload files to Box, and create support tickets in HubSpot
- Create legal matters and contacts from new Cognito Forms entries in Actionstep
Create legal matters and contacts from new Cognito Forms entries in Actionstep
- Draft follow up email in Gmail for Landbot inquiries
Draft follow up email in Gmail for Landbot inquiries
- Process legal inquiries from Email Parser, filter with Zapier, and send responses via Gmail
Process legal inquiries from Email Parser, filter with Zapier, and send responses via Gmail
- Create task in Zoho Mail for new inquiries from Kit subscribers
Create task in Zoho Mail for new inquiries from Kit subscribers
- Update legal matter in Clio when receiving a specific request via Webhooks
Update legal matter in Clio when receiving a specific request via Webhooks
- Capture new legal inquiries from Jotform, find existing contacts in Salesforce, and create new case records
Capture new legal inquiries from Jotform, find existing contacts in Salesforce, and create new case records
- Track legal inquiries in Google Sheets from new Slack messages
Track legal inquiries in Google Sheets from new Slack messages