1.Triggers on form submission
Integrate Zapier Forms and intake form tools to capture each submission and trigger case intake creation.
Create client and case file from intake form
Automatically monitor intake form submissions across Zapier Forms, Zapier Tables, Formatter by Zapier, and Actaport. Create and update records when form submission created, intake data received, or case request submittedβso you can create contacts, open case files, and upload intake documents without manual data entry.
How this automation creates client intake bundles
When form submission created, delays can disrupt triage and slow billing readiness. This automation builds client records and case files and uploads intake documentsβso your team can act on every intake immediately.
Zapier Formsor swap with your favorite app
2.Looks up salutation values
Integrate Zapier Tables and data lookup tools to find matching lookup values and map salutation for contact creation.
Zapier Tablesor swap with your favorite app
3.Normalizes phone numbers
Integrate Formatter by Zapier and data formatting tools to standardize the phone field for consistent contact creation.
Formatter by Zapieror swap with your favorite app
4.Creates contact records
Integrate Actaport and CRM tools to create a contact using email, normalized phone, address, and salutation.
Actaportor swap with your favorite app
5.Creates case and starter task
Integrate Actaport and case management tools to create the case file, add the participant role, and create a starter task.
6.Uploads intake document
Integrate Actaport and document storage tools to upload the intake document into the case file intake folder.
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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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