1.Pull converted prospect fields
Integrate Lawmatics and intake management tools to capture converted prospect data for record creation.
Create client intake records and folders on conversion
Automatically monitor converted prospect events across Lawmatics, Formatter by Zapier, Airtable, Google Drive, and Gmail. Create intake records and matter folders when prospect converts to a client, key intake answers submit, or the conversion date is recordedβso you can notify intake coordinators, launch matter work, and capture intake details without manual intake setup.
How this automation starts legal intake faster
When converted prospects are not captured the moment conversion happens, intake can stall and attorneys wait to begin. This automation pulls conversion fields, formats intake dates, creates Airtable records and Google Drive folders, and notifies intake coordinatorsβso your team can start work immediately.
Lawmaticsor swap with your favorite app
2.Format converted date
Integrate Formatter by Zapier and date parsing tools to convert the converted date into intake-ready format.
Formatter by Zapieror swap with your favorite app
3.Create intake record
Integrate Airtable and record management to create an intake table row and store the conversion details.
Airtableor swap with your favorite app
4.Create matter folder
Integrate Google Drive and document storage to create a client matter folder and write the folder link back.
Google Driveor swap with your favorite app
5.Notify intake coordinators
Integrate Gmail and team messaging to send the intake record link and matter folder link to coordinators.
Gmailor 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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