1.Monitor new form response
Integrate Google Forms and form capture tools to read each submission and to map intake fields for deed document generation.
Create completed deed documents from client form responses
Automatically capture new deed intake form responses across Google Forms and legal document tooling. Create and update merged deed drafts when case references match or contacts resolve or PDFs attachβso you can find matters, generate documents, and link metadata without manual document assembly.
How this automation generates completed deed documents
When deed intake answers land in a form inbox, delays and errors can stall filings and reviews. This automation captures form responses, finds the right matter and contact, and creates a prefilled deed data route and merged documentβso your team can review faster.
Google Formsor swap with your favorite app
2.Search matters by reference
Integrate Clio and matter lookup tools to find the matching matter record using the case reference or client name.
Clioor swap with your favorite app
3.Look up client contact
Integrate Clio and contact directory tools to retrieve the client contact ID tied to the matched matter.
4.Create data route merge
Integrate Formstack Documents and document template tools to map form fields to the deed template and attach merge metadata.
Formstack Documentsor swap with your favorite app
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Accelerate legal document creation with automated template population, record routing, and file delivery
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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