1.Catches intake webhook
Integrate Webhooks by Zapier and intake systems to receive verified intake webhook payloads and to start intake processing.
Create a new legal matter from intake webhook
Automatically monitor intake webhook payloads across Webhooks by Zapier, Filter by Zapier, Clio, and Zapier Tables. Create and update when intake webhook received, token verified, or intake payload submittedβso you can create contacts, create matters, and log intake records without manual data entry.
How this automation creates legal matters from intake
When a verified intake webhook arrives, delays can cause intake to stall and cases to be missed. This automation validates the payload, creates contacts and matters in Clio, and records intake details in Zapier Tablesβso your team can hand off new matters faster.
Webhooks by Zapieror swap with your favorite app
2.Validates token match
Integrate Filter by Zapier and request validation tools to continue only when the intake token is present in the webhook payload.
Filter by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate Clio and contact matching workflows to search by phone or email, create a new contact when no match is found.
Clioor swap with your favorite app
4.Creates matter record
Integrate Clio and practice management tools to map intake fields to matters, attach the contact ID, and set area and stage.
5.Creates intake record
Integrate Zapier Tables and reporting tools to store contact ID, matter ID, reference, and key submission fields for handoff.
Zapier Tablesor swap with your favorite app
6.Posts callback response
Integrate Webhooks by Zapier and acknowledgement workflows to POST a success flag and matter reference back to the intake system.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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