1.Detect new matter created
Integrate Actionstep and legal intake workflows to capture the new matter event and include the linked participant reference.
Create case intake documents from new matter records
Automatically capture new matter created events across Actionstep and Zapier Tables. Automatically create and update intake records and generate prefilled intake and filing PDFsβso you can eliminate intake paperwork, speed document prep, and keep participant details accurate without manual data entry.
How this automation creates intake documents fast
When new matter records arrive without structured intake files, coordinators waste time retyping participant details and assembling packets. This automation captures matter events, enriches participant data, stores a structured intake row, and creates prefilled PDF documentsβso your team can file faster with fewer errors.
Actionstepor swap with your favorite app
2.Find participant and map fields
Integrate Actionstep and contact data mapping to look up the participant and map source fields to contact fields.
3.Transform text into components
Integrate Formatter by Zapier and data formatting tools to truncate names, split phone, and split date and tax ID fields.
Formatter by Zapieror swap with your favorite app
4.Create structured intake record
Integrate Zapier Tables and spreadsheet tracking tools to create an intake row with contact and formatted field components.
Zapier Tablesor swap with your favorite app
5.Generate prefilled intake and filing PDFs
Integrate pdfFiller and PDF template tools to create filled intake and filing documents and save them to your folder.
pdfFilleror 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
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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