1.Captures new custom form entry
Integrate Lawmatics to capture submission metadata and key fields to trigger review intake.
Notify forms review team when client forms ready
Automatically monitor new custom form entries across Lawmatics. Get instant alerts when custom form submitted, matter reference captured, or draft link request receivedβso you can email review details, enrich matter context, and confirm sender information without manual follow-up.
How this automation accelerates legal review handoffs
When new custom form entries land, review teams can miss critical deadlines and context. This automation finds matter details and sender records and sends a review emailβso your team can respond fast with complete inputs.
Lawmaticsor swap with your favorite app
2.Looks up prospect and matter
Integrate Lawmatics and analytics tools to search by contact or matter ID to enrich message context.
3.Finds sender address record
Integrate Zapier Tables and database lookups to match by Case Manager name to retrieve sender address data.
Zapier Tablesor swap with your favorite app
4.Sends forms review email
Integrate Gmail and HTML email templates to send the review message with links and dates to notify reviewers.
Gmailor 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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