1.Detect new submission intake
Integrate Jotform and intake capture tools to read submission details and start the matter workflow.
Create attorney evaluation note and client email from form
Automatically monitor Jotform new submissions across Jotform and legal document tools. Create an attorney evaluation note, matter folder documents, and client notifications when a new submission matches an existing matter or creates the missing folderβso you can reduce intake follow-up and avoid manual file notes, emails, and staff pings.
How this automation creates complete intake records
When new intake form submissions arrive, delays can create missed client readiness and untracked follow-up. This automation uses Actionstep and Google Docs to create file notes and evaluation PDFs, then sends Gmail and Slack notificationsβso your team can respond faster.
Jotformor swap with your favorite app
2.Create file note in matter
Integrate Actionstep and matter matching tools to find the matter and to create file notes from form fields.
Actionstepor swap with your favorite app
3.Find or create matter folder
Integrate Google Drive and document storage tools to locate the matter folder and return the folder ID.
Google Driveor swap with your favorite app
4.Generate PDF from evaluation template
Integrate Google Docs and template mapping tools to create the evaluation document and export it to Drive.
Google Docsor swap with your favorite app
5.Send client readiness email
Integrate Gmail and email sending tools to notify the client and attach or link the generated PDF.
Gmailor swap with your favorite app
6.DM staff with matter details
Integrate Slack and internal messaging tools to DM the assigned attorney or paralegal with the matter link and note.
Slackor swap with your favorite app
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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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