1.Detect new form response
Integrate Google Forms with form capture tools and intake tracking to detect new contract submissions.
Create triage ticket and archive submitted contract PDFs
Automatically monitor new form responses on your configured contract intake form across Google Forms, Google Drive, Formatter by Zapier, Jira Software Cloud, and Google Sheets. Create and update records when contract intake submitted, file upload completed, or submission data changesβso you can archive PDFs, create legal tickets, and record tracking without manual contract tracking.
How this automation accelerates legal review with archived PDFs
When new form responses arrive on the configured contract intake form, delays can stall reviews and increase rework. This automation creates Drive storage, archives exported PDFs, and opens legal review tickets and updates trackingβso your team can follow each submission end to end.
Google Formsor swap with your favorite app
2.Create dedicated folder location
Integrate Google Drive with document storage and workspace organization to reserve a folder for each submission.
Google Driveor swap with your favorite app
3.Extract file reference
Integrate Formatter by Zapier with file parsing and data transformation to extract or clean the uploaded file reference.
Formatter by Zapieror swap with your favorite app
4.Export and archive PDF
Integrate Google Drive with conversion tools and file management to export the uploaded file to PDF and move it into the folder.
5.Create legal review ticket
Integrate Jira Software Cloud with issue tracking and workflow management to create a review case for the submission.
Jira Software Cloudor swap with your favorite app
6.Add tracking hyperlink row
Integrate Google Sheets and reporting templates to append a row with a hyperlink to the archived PDF or folder.
Google Sheetsor 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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