Skip to content
  1. Legal Automation
  2. AI Legal Client Tracking
  3. Automate client intake

Using AI: create and manage client matters in legal management systems

Automate the intake and management of client matters by funneling web form submissions directly into your legal case management platform. Leverage AI to extract and validate key client information, reducing manual data entry and ensuring accuracy. Trigger follow-up workflows, assign tasks, and update case statuses automatically to accelerate responsiveness and streamline operations.

Filter by common apps:

  • Webhooks by Zapier
  • AI by Zapier
  • Formatter by Zapier
  • Code by Zapier
  • Lawmatics