1.Captures invitee booking details
Integrate Calendly and scheduling data tools to capture booking email, phone, start and end times, title, and booking link.
Create matter appointments for newly scheduled bookings in CRM
Automatically capture invitee-created bookings across Calendly and your legal stack. Create and update when qualifying bookings match intake criteria or staff assignmentβso you can create appointments, match matters, and log unmatched records without manual review.
How this automation schedules legal appointments
When invitees book time but details need matching, delays can slow matter intake and waste staff time. This automation captures booking signals, matches matters, and creates appointment records and a follow-up tableβso your team can act fast.
Calendlyor swap with your favorite app
2.Filters qualifying bookings
Integrate Filter by Zapier and routing rules to continue only when booking type and assigned owner match your intake criteria.
Filter by Zapieror swap with your favorite app
3.Pauses before matter lookup
Integrate Delay by Zapier and timing controls to wait 3 minutes so external records are ready for lookup.
Delay by Zapieror swap with your favorite app
4.Normalizes phone for matching
Integrate Formatter by Zapier and data cleanup tools to normalize the phone number for consistent matter searches.
Formatter by Zapieror swap with your favorite app
5.Creates matched appointment record
Integrate Lawmatics and appointment mapping tools to search by email then phone and create an appointment when matched.
Lawmaticsor swap with your favorite app
6.Logs unmatched bookings for review
Integrate Zapier Tables and spreadsheet-style tracking to create a row with booking date, match status, and references.
Zapier Tablesor swap with your favorite app
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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