1.Detect new form response
Integrate Google Forms and form routing tools to capture new intake submissions and standardize incoming matter requests.
Create a new matter from intake form submissions
Automatically monitor new form responses across Google Forms, Clarra, and Email by Zapier. Create and update when matter selections, ownership fields, or case details change so you can standardize matters, assign owners, and notify coordinators without manual entry.
How this automation accelerates matter kickoff
When new intake submissions come in, delays can stall client work and create gaps in ownership. This automation creates matters, assigns teams and roles, and sends owner notificationsβso your firm can start with consistent records.
Google Formsor swap with your favorite app
2.Create matter from submission
Integrate Clarra and attachment handling tools to map intake fields into a new matter record with case details and files.
Clarraor swap with your favorite app
3.Set team and primary owner
Integrate Clarra and role mapping tools to assign the matter team and primary owner from intake selections or defaults.
4.Send matter assignment email
Integrate Email by Zapier and notification tools to alert the owner and intake coordinator with the matter link and summary.
Email by Zapieror swap with your favorite app
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Add new matter entries to your closing tracker
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Add new matter to central database and notify team
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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