1.Monitors form captured
Integrate CallRail and intake form triggers to detect submissions and trigger client intake workflows.
Create client matters from inbound intake form submissions
Automatically monitor inbound intake form captured across CallRail, Formatter by Zapier, and Lawmatics. Create and update contact and matter records when new form submission, email provided, or phone providedβso you can start case setup, build intake context, and reduce manual intake paperwork without manual intake setup.
How this automation creates client matters from intake
When inbound intake form submissions come in, delays can stall case setup and leave intake staff without complete context. This automation formats submitted fields and creates contact and matter records in Lawmaticsβso your team can begin setup immediately.
CallRailor swap with your favorite app
2.Splits full name fields
Integrate Formatter by Zapier and data mapping tools to split the full-name field into first and last name outputs.
Formatter by Zapieror swap with your favorite app
3.Normalizes phone and email
Integrate Formatter by Zapier and data normalization tools to map phone and email fields into normalized outputs.
4.Creates contact and matter
Integrate Lawmatics and case management tools to create a contact and a matter from the normalized submission data.
Lawmaticsor 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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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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