1.Detect new intake email
Integrate Microsoft Outlook and email triage tools to trigger on new email and process only matching intake submissions.
Create new client contact from intake email submissions
Automatically monitor new email intake submissions across Microsoft Outlook, AI by Zapier, and Clio. Create and update when external emails match intake keywords, when extracted contact details complete, or when required fields are missingβso you can create client contacts, normalize details, and add intake notes without manual data entry.
How this automation accelerates client follow-up
When new intake emails arrive, unstructured submissions can slow follow-up and force manual data entry. This automation parses email content, flags missing required fields, and creates person contacts in Clioβso your team can respond fast.
Microsoft Outlookor swap with your favorite app
2.Parse email into contact fields
Integrate AI by Zapier and parsing tools to extract name, DOB, email, phone, address, and referral details to create structured fields.
AI by Zapieror swap with your favorite app
3.Normalize contact details for review
Integrate AI by Zapier and validation tools to normalize phone and email formats and flag missing required fields for review.
4.Create person contact in Clio
Integrate Clio and case management tools to create a person contact and add an intake note from the original email.
Clioor 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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