1.Triggers on deal stage change
Integrate Pipedrive and pipeline stage data to detect when a deal reaches the configured intake stage.
Create client matter and assign case task lists
Automatically monitor deals reaching a configured pipeline stage across Pipedrive, Formatter by Zapier, Airtable, and Clio. Create and update when a deal enters the stage, submission fields update, or routing data changesβso you can create matters, fill custom fields, and assign task lists without manual intake delays.
How this automation protects intake accuracy
When a deal reaches a configured pipeline stage but key submission data is incomplete, intake can stall and matters get misrouted. This automation creates matters, enriches fields, assigns the right task list, and alerts intake instantlyβso your team can act without back-and-forth.
Pipedriveor swap with your favorite app
2.Parses and validates submission fields
Integrate Formatter by Zapier and data validation tools to parse deal text and compute extracted charge and location values.
Formatter by Zapieror swap with your favorite app
3.Looks up charge metadata
Integrate Airtable and routing spreadsheets to find charge details and map severity for the new matter.
Airtableor swap with your favorite app
4.Creates a matter
Integrate Clio and case record databases to create the matter, populate custom fields, and set it to open and billable.
Clioor swap with your favorite app
5.Assigns the task list
Integrate Clio and legal intake workflows to assign the correct task list using routing rules.
6.Notifies Slack on missing data
Integrate Slack and alerting tools to notify the intake channel when location or county data is missing.
Slackor swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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