1.Monitors form submission created
Integrate Zapier Forms and form capture tools to watch for lease-extension form submissions and to feed intake fields forward.
Create intake matter from contact form and notify team
Automatically monitor lease-extension form submissions across Zapier Forms, Formatter by Zapier, AI by Zapier, Actionstep, and Slack. Create and update when lease-extension form submitted, reply recorded, or intake request createdβso you can normalize contact details, create a client contact and new matter, and notify intake coordinators without manual intake coordination.
How this automation accelerates new intake creation
When lease-extension form submissions are created, delays can block same-day intake handling. This automation parses contact fields and source, then creates client contact and matter and notifies intake coordinatorsβso your team can act immediately.
Zapier Formsor swap with your favorite app
2.Normalizes contact name and email
Integrate Formatter by Zapier and data cleaning tools to normalize name casing and lowercase email to prepare contact details.
Formatter by Zapieror swap with your favorite app
3.Parses phone into country code
Integrate AI by Zapier and phone parsing tools to extract country code and local number from submitted phone to structure contact phone data.
AI by Zapieror swap with your favorite app
4.Categorizes how you heard about us
Integrate AI by Zapier and source classification tools to standardize the how did you hear about us field to produce a source category.
5.Creates contact and new matter
Integrate Actionstep and matter management tools to create or link a client contact and create a new matter with the message as a file note.
Actionstepor swap with your favorite app
6.Sends intake team channel notification
Integrate Slack and messaging tools to post a channel message with contact details, matter reference, and Source Category so intake coordinators can respond quickly.
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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Step 1
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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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