1.Catch new matter payload
Integrate Webhooks by Zapier and mapping tools to receive the matter payload and assign reference, email, sequence key, and sender alias.
Send staged document reminders to new legal clients
Automatically detect new matter payloads across Webhooks by Zapier, Zapier Tables, Paths by Zapier, Gmail, and Delay by Zapier. Get staged reminder emails when matter payload arrives, client email is present, or matter type is setβso you can send initial reminders, route by matter type, and schedule follow-ups without manual deadline chasing.
How this automation protects your document timelines
When a new matter payload arrives, delays can cause document timelines to slip and clients to wait. This automation receives the payload, looks up the checklist, branches the reminder path, and sends staged Gmail reminders with timed follow-upsβso your team can reduce manual chasing.
Webhooks by Zapieror swap with your favorite app
2.Find client and checklist
Integrate Zapier Tables and record lookup tools to look up by matter reference and return contact email and document checklist fields.
Zapier Tablesor swap with your favorite app
3.Branch by matter type
Integrate Paths by Zapier and routing logic to select the right reminder timing and template path based on the matter type.
Paths by Zapieror swap with your favorite app
4.Send initial reminder email
Integrate Gmail and email templating tools to send the initial reminder to the contact email with checklist placeholders and BCC archiving.
Gmailor swap with your favorite app
5.Delay for follow-up interval
Integrate Delay by Zapier and scheduling tools to wait for the configured interval and re-run the reminder sequence for follow-ups.
Delay by Zapieror swap with your favorite app
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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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