1.Detect new form submission
Integrate Wufoo and intake forms to read submission fields and map names, addresses, and notes to the next steps.
Create pending matter and client files from intake
Automatically triage QDRO intake submissions across Wufoo, Clio, Box, and Microsoft Outlook. Create and update when form submissions arrive, multiple orders are listed, or intake notes are addedβso you can create pending matters, add petitioner and respondent contacts, and draft engagement email drafts without manual data entry.
How this automation creates pending matters from intake
When QDRO intake arrives, delays can stall billing and slow triage. This automation pulls submission fields, creates a pending matter, adds required contacts, and builds the folder and engagement email draftβso your team can act fast.
Wufooor swap with your favorite app
2.Creates a pending matter
Integrate Clio, matter records, and practice area setup to create a pending matter and store intake notes in the description.
Clioor swap with your favorite app
3.Creates petitioner contact
Integrate Clio and contact matching tools to create or match the petitioner contact and attach it to the created matter.
4.Creates respondent contact
Integrate Clio and contact matching tools to create or match the respondent contact and attach it to the matter.
5.Creates case folder
Integrate Box and document storage to create a case folder under the parent folder and name it with the matter reference.
Boxor swap with your favorite app
6.Creates engagement email draft
Integrate Microsoft Outlook and email templates to draft an engagement email to recipients with retainer request and next steps.
Microsoft Outlookor 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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