1.Monitor new channel mentions
Integrate Slack and messaging tools to catch new mentions in your legal intake channel and map context fields.
Create and assign legal tasks from internal requests
Automatically detect new mention in Slack channels across Slack and legal work tools. Create and update when requests start tasks, requests save files, or task templates are missingβso you can assign owners, link tasks, and store client documents without manual intake follow-up.
How this automation accelerates your legal intake
When Slack mentions arrive without routing, legal work slows down and requests get missed. This automation monitors mentions and parses intent, then creates tasks and saves documentsβso your team can act fast.
Slackor swap with your favorite app
2.Load trigger list and secrets
Integrate Zapier Tables and secure storage to load your bot trigger names and authorized keys for intent matching.
Zapier Tablesor swap with your favorite app
3.Parse message into intent
Integrate AI by Zapier and parsing tools to match the attorney request to the trigger list and pick an intent.
AI by Zapieror swap with your favorite app
4.Find task template record
Integrate Airtable and template databases to select the right task template from the parsed intent and mappings.
Airtableor swap with your favorite app
5.Duplicate template into task system
Integrate Sub-Zap by Zapier and task assignment tools to duplicate the template into your project system and assign an owner.
Sub-Zap by Zapieror swap with your favorite app
6.Post confirmation in thread
Integrate Slack and notification tools to post the owner, task summary, and link back in the original thread.
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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
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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