1.Extract intake submission fields
Integrate Email Parser by Zapier and email intake tools to map parsed fields and to centralize intake data.
Add new intake leads and alert on-call intake team
Automatically parse new intake enquiry emails across Email Parser by Zapier, Textmagic, Gmail, and Google Sheets. Create and update when intake emails arrive, case details fit rules, or phone contacts qualifyβso you can send SMS alerts, send intake confirmations, and add sheet records without manual lead entry.
How this automation alerts your on-call team
When new email intake submissions arrive, delays can leave urgent matters unacknowledged. This automation extracts submission data, qualifies records, generates message text, sends SMS and email alerts, and logs leads to your intake sheetβso your team can respond fast.
Email Parser by Zapieror swap with your favorite app
2.Qualifies intake records
Integrate Filter by Zapier to apply qualification filters and to continue only for qualifying intake records.
Filter by Zapieror swap with your favorite app
3.Generate salutation for messaging
Integrate Code by Zapier and message templating tools to map names to templates and to generate a polite salutation.
Code by Zapieror swap with your favorite app
4.Send on-call SMS to client
Integrate Textmagic and SMS delivery tools to notify the client that an on-call lawyer will call today.
Textmagicor swap with your favorite app
5.Send intake confirmation email
Integrate Gmail and email templating tools to send a templated intake confirmation email to the contact email.
Gmailor swap with your favorite app
6.Add intake row to sheet
Integrate Google Sheets and spreadsheet reporting tools to add a new row in a centralized intake worksheet.
Google Sheetsor swap with your favorite app
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Explore all legal intake management automations
Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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