1.Captures caller message details
Integrate Answering Legal and intake routing rules to capture caller name, phone, message body, email, and source fields to map intake data.
Create new legal intake records from inbound calls
Automatically monitor new message received across Answering Legal and Webhooks by Zapier. Create and update when qualifying call messages arriveβso you can create intake records, post case notes, and send structured payloads without manual intake entry.
How this automation structures your intake records
When new message received happens, missed or delayed intake slows case triage and creates avoidable rework. This automation captures caller details and filters qualifying calls, then posts structured JSON to your intake endpointβso your team can create records fast.
Answering Legalor swap with your favorite app
2.Continues only for qualifying calls
Integrate Filter by Zapier and intake routing rules to evaluate call types and configured intake triggers to skip non intake messages.
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3.Posts case intake JSON
Integrate Webhooks by Zapier and case intake endpoints to POST a JSON payload to your intake endpoint to create structured case records.
Webhooks by Zapieror swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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