1.Detect form submission created
Integrate Zapier Forms and web form capture tools to detect new submission messages and route them into intake automation.
Create new client lead from website contact form submission
Automatically monitor form submissions created across Zapier Forms, OpenAI, MyCase, Clay, and Microsoft Teams. Create and update when form submission created, contact message submitted, or legal help request identifiedβso you can triage cases, keep intake tables current, and notify intake staff without manual triage.
How this automation accelerates your legal intake
When form submissions get created, unclassified requests can delay legal triage and overwhelm intake staff. This automation classifies submissions, filters qualifying cases, creates leads in MyCase, logs intake rows in Clay, and notifies the team in Microsoft Teamsβso your team can act on accurate intake context quickly.
Zapier Formsor swap with your favorite app
2.Classify submission intent
Integrate ChatGPT (OpenAI) and AI text classification tools to classify the submission issue and label intent for triage.
ChatGPT (OpenAI)or swap with your favorite app
3.Filter for legal help intent
Integrate Filter by Zapier and routing rules to continue only when the intent category indicates legal help requests.
Filter by Zapieror swap with your favorite app
4.Search and create lead
Integrate MyCase and case management workflows to search by email or phone and create a new lead when no match.
MyCaseor swap with your favorite app
5.Create intake table record
Integrate Clay and reporting databases to create an intake table row from submission fields for ops review.
Clayor swap with your favorite app
6.Send intake notification message
Integrate Microsoft Teams and team chat channels to post a concise notification with lead name and the AI summary.
Microsoft Teamsor 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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