1.Detect new form response
Integrate Google Forms and intake fields to trigger review task creation from each new submission.
Create legal review tasks from form submissions for intake
Automatically monitor new form responses across Google Forms and routing apps. Create and update when qualifying submissions arrive, document type requires review, or urgent intake is flaggedβso you can create review cards, update the source row with card links, and audit handoff without manual tracking.
How this automation creates tracked review tasks
When new form responses arrive, intake can stall and reviewers lose context. This automation looks up the response row, filters qualifying records, creates Trello cards, and updates the original rowβso your team can route legal work with a verified link.
Google Formsor swap with your favorite app
2.Lookup matching response row
Integrate Google Sheets and spreadsheet search to find the matching row by respondent email for later updates.
Google Sheetsor swap with your favorite app
3.Continue only qualifying records
Integrate Filter by Zapier and conditional logic to proceed only when intake records require a legal review.
Filter by Zapieror swap with your favorite app
4.Create Trello review card
Integrate Trello and task queue setup to create a review card with requester, urgency, and attachments context.
Trelloor swap with your favorite app
5.Update row with Trello card URL
Integrate Google Sheets and record updates to write the Trello card short URL back to the source response row.
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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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