1.Catch Hook receives submission fields
Integrate Webhooks by Zapier and intake form payloads to map submission fields to cleaned intake inputs for downstream steps.
Create new claim matter from landing page enquiry
Automatically monitor landing-page claim-check submissions across Webhooks by Zapier, Formatter by Zapier, Zapier Tables, Actionstep, and SendGrid. Create and match intake records, open matters, and send confirmationsβso you can avoid manual intake triage, data entry, and follow-up paperwork.
How this automation accelerates new matter intake
When landing-page claim-check submissions arrive, delays can stall intake ownership and slow acknowledgements. This automation normalizes submission fields, upserts intake records and creates matters, and sends confirmation emailsβso your team can respond fast without manual triage.
Webhooks by Zapieror swap with your favorite app
2.Normalizes name and phone format
Integrate Formatter by Zapier and data transformation tools to capitalize names and normalize phone numbers for mapping.
Formatter by Zapieror swap with your favorite app
3.Finds or creates intake record
Integrate Zapier Tables and contact matching tools to find by email or create a new intake record and capture its ID.
Zapier Tablesor swap with your favorite app
4.Creates contact and matter
Integrate Actionstep and legal workflow tools to create contact and matter records and link them to the intake ID.
Actionstepor swap with your favorite app
5.Sends submission confirmation email
Integrate SendGrid and email list tools to add or update the contact and send a confirmation to the submitter.
SendGridor 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
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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