1.Captures form submissions
Integrate CallRail and intake form ingestion tools to capture submission fields and contact details for docket matching.
Create lead docket entries from attorney intake forms
Automatically monitor call-tracking form captured submissions across CallRail and Webhooks by Zapier. Create and update lead docket records when form captured, submission received, or intake fields submittedβso you can normalize consent, compute attribution, and post intake details without manual follow-up.
How this automation completes your lead docket
When call tracking form captured submissions arrive, intake can stay incomplete and follow-up stalls. This automation normalizes consent and attribution and posts lead docket entriesβso your team can respond to every intake without chasing details.
CallRailor swap with your favorite app
2.Looks up consent values
Integrate Formatter by Zapier and data transformation tools to normalize consent values and output a consent flag for texting.
Formatter by Zapieror swap with your favorite app
3.Normalizes attribution data
Integrate Code by Zapier and attribution tools to select the best campaign and return UTM and GCLID values.
Code by Zapieror swap with your favorite app
4.Posts lead docket entry
Integrate Webhooks by Zapier and endpoint publishing tools to create lead docket records and map consent and attribution to fields.
Webhooks by Zapieror 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
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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