1.Monitors new chat received
Integrate Smith.ai Chat to capture guest fields and the full transcript, including chat metadata and source URLs.
Create intake records from chat leads for paralegals
Automatically capture new chat received across Smith.ai Chat and Salesforce. Create and update when qualifying chats arrive, parties and intakes are created or linkedβso you can triage without manual rekeying of intake data.
How this automation creates intake records for paralegals
When new chat received, delays can slow case triage and assignment. This automation captures chat transcripts and creates party and intake recordsβso your team can review and assign faster without manual rekeying.
Smith.ai Chator swap with your favorite app
2.Continues only for qualifying chats
Integrate Filter by Zapier to continue only when transcript content or configured tags match case types.
Filter by Zapieror swap with your favorite app
3.Creates party record from chat
Integrate Salesforce to create party records, mapping guest name fields and storing email and phone as contact channels.
Salesforceor swap with your favorite app
4.Creates intake record and links contacts
Integrate Salesforce to create intake records, mapping transcript content and linking primary contact and client references.
5.Creates optional intake detail record
Integrate Salesforce to create linked detail records referencing the intake ID for device or case metadata.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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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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