1.Captures new form submission
Integrate Gravity Forms, form field mapping tools, and intake data fields to capture each submission as it arrives to bundle inputs.
Score intake leads and create lead record for review
Automatically capture new intake submissions across Gravity Forms and Zapier Tables. Create and update lead records when submissions arrive, with AI scoring and classification summariesβso you can triage faster without manual screening.
How this automation accelerates legal intake triage
When new intake submissions arrive, delays can slow review and increase backlogs. This automation scores completion, summarizes classifications, and creates lead recordsβso your team can triage consistently with less manual work.
Gravity Formsor swap with your favorite app
2.Gets completion score and rationale
Integrate AI by Zapier, scoring instructions, and data mapping to request a numeric score and rationale to produce the score output.
AI by Zapieror swap with your favorite app
3.Summarizes and classifies intake
Integrate ChatGPT (OpenAI), classification prompts, and summary tools to run classification and generate a concise intake summary to output a category and summary.
ChatGPT (OpenAI)or swap with your favorite app
4.Creates lead record for review
Integrate Zapier Tables and record management tools to create a lead record and map score, category, and summary to store it for triage.
Zapier Tablesor 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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