1.Detects updated intake records
Integrate Airtable and data capture tools to trigger downstream steps when intake records are updated.
Send verified intake and files to partner firms
Automatically monitor Airtable updated records across legal intake stack. Send verified case packages to partner law firms when intakes are marked for transfer, attachments are added or updated, or transfer status changesβso you can encode files, post the partner intake payload, and update the intake record without manual case packaging.
How this automation sends case packages faster to partner firms
When intake records need transfer, delays can slow case review and create compliance risk. This automation converts attachments, formats intake fields, and sends the partner payload, then updates Airtable with partner response detailsβso your team can complete transfers reliably.
Airtableor swap with your favorite app
2.Encodes attachments to Base64
Integrate Base64 Encoder/Decoder and attachment tools to convert mapped attachment fields into encoded file payloads.
Base64 Encoder/Decoderor swap with your favorite app
3.Formats phone and date fields
Integrate Formatter by Zapier and normalization tools to convert source phone and date fields into standard outputs.
Formatter by Zapieror swap with your favorite app
4.Retrieves partner credential lookup
Integrate Storage by Zapier and secure storage tools to retrieve the partner API key from secure storage.
Storage by Zapieror swap with your favorite app
5.Queues sending after encoding
Integrate Delay by Zapier and workflow buffering tools to pause briefly so encoded attachments are ready.
Delay by Zapieror swap with your favorite app
6.Posts partner JSON intake payload
Integrate Code by Zapier and API request tools to assemble and POST the partner intake payload.
Code by Zapieror swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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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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