1.Catch hook and map intake fields
Integrate Webhooks by Zapier and chat form data to extract submission fields and map contact details and intake notes.
Create qualified client intake leads from chat submissions
Automatically extract chat submission fields across Webhooks by Zapier and Smokeball. Create and update qualified intake leads when chat submissions arrive, new conversations are submitted, or intake notes are providedβso you can open matters faster, assign matter types, and capture transcripts without manual data entry.
How this automation accelerates your matter intake
When chat submissions arrive, client intake teams can face delays and missed opportunities to open matters quickly. This automation extracts chat payloads and creates lead and matter recordsβso your team can triage faster, classify accurately, and keep intake notes complete.
Webhooks by Zapieror swap with your favorite app
2.Create lead and matter record
Integrate Smokeball and legal intake workflow tools to create lead and matter records, set matter type, and save transcript notes.
Smokeballor 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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