1.Detect new form submission
Integrate Gravity Forms and form intake tools to capture submissions and map submitter details into case intake.
Create new case file and intake records from form
Automatically monitor new form submissions in Gravity Forms and route them across Webhooks by Zapier, Zapier Tables, and ChatGPT (OpenAI). Create and link intake records, draft a client letter, and submit it back into Gravity Forms so you can onboard matters without manual paperwork.
How this automation organizes case intake records
When new form submissions land, delays can stall matter setup and create avoidable back-and-forth. This automation posts intake to case systems, creates linked records, and drafts and submits a client letterβso your team can onboard faster.
Gravity Formsor swap with your favorite app
2.Posts intake to create case
Integrate Webhooks by Zapier and case management endpoints to post mapped intake fields and create the new case file.
Webhooks by Zapieror swap with your favorite app
3.Creates intake table record
Integrate Zapier Tables and contact data tools to create an intake record and set status to Needs onboarding.
Zapier Tablesor swap with your favorite app
4.Creates opposing-party record
Integrate Zapier Tables and contact data tools to create an opposing-party record and store the submission reference.
5.Links client and opponent to case
Integrate Webhooks by Zapier and case management endpoints to link created client and opponent records to the new case.
6.Drafts client-facing letter
Integrate ChatGPT (OpenAI) and document drafting tools to generate a client-facing letter from mapped intake details.
ChatGPT (OpenAI)or 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
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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