1.Detect signed-stage opportunity updates
Integrate Salesforce to watch for qualifying signed-stage opportunity updates and continue with only records ready for matter creation.
Create matter from signed opportunity and notify team
Automatically monitor opportunities advancing to the signed stage across Salesforce and legal tools. Create matters and notify intake when signed opps qualifyβso you can open new cases, update CRM links, and route attorneys without manual paperwork.
How this automation accelerates signed-matter intake
When signed opportunities advance without linked matters, intake and attorneys wait and case work stalls. This automation finds or creates practice records, creates a matter, updates the opportunity, and notifies intake and responsible attorneysβso your team can start work immediately.
Salesforceor swap with your favorite app
2.Qualifies the opportunity and finds links
Integrate Salesforce and CRM tools to retrieve related account and contact references and qualify records for matter creation.
3.Looks up mapping values for the case
Integrate Google Sheets and mapping tables to convert CRM record type and lead source into practice case type and IDs.
Google Sheetsor swap with your favorite app
4.Finds person and creates the matter
Integrate Clio to find or create the person and create a matter with mapped attorneys, location, and the opportunity reference.
Clioor swap with your favorite app
5.Updates the opportunity with matter details
Integrate Salesforce to set the case status to Open and store the external matter reference for future checks.
6.Sends the intake notification email
Integrate Gmail and email templates to notify intake and attorneys with matter link and core case details.
Gmailor swap with your favorite app
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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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