1.Catches consultation submissions
Integrate Webhooks by Zapier and intake form data to populate consultation worksheet fields from submitted questionnaires.
Create consultation worksheet and attach its link to matter
Automatically capture client questionnaire submissions across Webhooks by Zapier, Gavel, URL Shortener by Zapier, Actionstep, and Google Sheets. Create consultation worksheets and short links, attach them to the right matter, and log tracking rowsβso you can reduce manual reporting.
How this automation streamlines intake triage for client consultations
When client questionnaires arrive via Webhooks by Zapier - Catch Hook, worksheet links stay unlinked and triage slows. This automation creates consultation worksheets and shareable links, then attaches them to Actionstep matters and appends audit rows in Google Sheetsβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Creates consultation worksheet session
Integrate Gavel and worksheet templates to map client details and questionnaire answers into a consultation worksheet session.
Gavelor swap with your favorite app
3.Shortens shareable worksheet URL
Integrate URL Shortener by Zapier and link management to convert the worksheet continuation URL into a short shareable link.
URL Shortener by Zapieror swap with your favorite app
4.Finds matter and attaches link
Integrate Actionstep and matter record tools to match the matter and store the shortened link in a custom field with a file note.
Actionstepor swap with your favorite app
5.Appends row to worksheet tracking
Integrate Google Sheets and reporting tools to append an audit tracking row with the full and shortened worksheet links.
Google Sheetsor 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
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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