1.Monitors new or updated intake records
Integrate Zapier Tables and spreadsheet tools to detect new or changed intake rows and pull submission fields.
Send new client intake emails and capture lead
Automatically watch configured intake rows across Zapier Tables and parse submission fields into attorney-ready email drafts. Send and log intake emails and lead payloads when intake rows are created, updated, or timestamps changeβso you can reduce manual intake processing and speed up attorney follow-up.
How this automation sends attorney intake emails
When new or updated intake records hit your configured worksheet, delays can stall reviews and case setup. This automation watches intake rows, formats and cleans the summary, sends emails, and posts lead payloadsβso your team can respond faster.
Zapier Tablesor swap with your favorite app
2.Formats date fields for summaries
Integrate Formatter by Zapier and data tools to standardize mapped date fields so summaries display consistently.
Formatter by Zapieror swap with your favorite app
3.Builds HTML summary snippet
Integrate Code by Zapier and templating tools to combine submission fields into an HTML summary.
Code by Zapieror swap with your favorite app
4.Converts HTML to plain text
Integrate Formatter by Zapier and text processing tools to remove HTML tags and create clean plain text.
5.Sends attorney intake email
Integrate Postmark and email delivery tools to send the subject and summary to the configured attorney recipient list.
ActiveCampaign Postmarkor swap with your favorite app
6.Posts lead payload to endpoint
Integrate Webhooks by Zapier and CRM endpoint tools to post a mapped lead payload for intake tracking.
Webhooks by Zapieror 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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