1.Captures new contract entry
Integrate WPForms and form parsing tools to collect submission fields and file references for review.
Add AI contract review to client matter board
Automatically monitor new contract submissions across WPForms and Google Drive. Create and update AI review artifacts across Trello, ChatGPT (OpenAI), and Zapier Tables—so you can triage findings, attach summaries to the right matter, and reduce review reporting without manual follow-up.
How this automation adds AI review to your matter board
When contract submissions arrive without consistent structure, reviewers face delays and uneven triage. This automation parses and merges files, generates AI review outputs, and updates the client matter board—so your team can review faster and more consistently.
Formularios WPor swap with your favorite app
2.Parses files and returns URLs
Integrate Sub-Zap by Zapier and file extraction tools to parse and download referenced files into URLs for review.
Sub-Zap de Zapieror swap with your favorite app
3.Merges source files into PDF
Integrate CloudConvert and document tools to merge source files into a single PDF for AI processing.
CloudConvertor swap with your favorite app
4.Uploads merged PDF to Drive
Integrate Google Drive and cloud storage to save the merged PDF and capture the saved file link.
Google Driveor swap with your favorite app
5.Creates AI assistant and reviews
Integrate ChatGPT (OpenAI) and AI analysis tools to extract jurisdictions, summarize terms, and generate Q and A.
ChatGPT (OpenAI)or swap with your favorite app
6.Updates matter and sends notifications
Integrate Trello, Zapier Tables, and SMTP by Zapier to update the matter card and post AI summary and links.
Trelloor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Con la confianza de 3,4 millones de empresas
Related automations
- Apps: Ironclad, Filter by Zapier, Delay by Zapier, AI por ZapierSwap with your favorite apps.
Add AI contract analysis to workflow comments for counsel
Your contract workflows lack fast legal summaries, leaving counsel without triage, delaying negotiations. Reviews can begin in minutes when an AI summary and SaaS risk rating are added to the workflow.
- Apps: Wufoo, Google SheetsSwap with your favorite apps.
Add contract review entries from new form submissions
Your contract review form submissions are untracked and require manual reentry. The workflow records each submission in a shared tracker so coordinators can triage cases the same day.
- Apps: Pipedrive, Filter by Zapier, Formatter by Zapier, GmailSwap with your favorite apps.
Create contract review email when deal enters review
Deals entering contract review lack consolidated financials and context, creating review delays. Get reviewers formatted financials and deal context automatically, enabling same-day signoff.
- Apps: Google Forms, LinearSwap with your favorite apps.
Create contract review issue from vendor form submissions
Your vendor contract form responses arrive untriaged, leaving legal without an assigned review task or document context. This creates clear, assigned review issues so approvals happen the same day.
- Apps: Google Sheets, Filter by Zapier, TrelloSwap with your favorite apps.
Create contract review task from updated spreadsheet rows
Your contract spreadsheet rows flagged for certificates cause manual handoffs and inconsistent tracking across contracts and projects. The workflow creates assigned task cards so reviews happen same day.
- Apps: Formstack, Formatter by Zapier, monday.comSwap with your favorite apps.
Create contract review task from vendor form submissions
Your contract review submissions arrive untracked, leaving requests without ownership or deadline context. It creates structured review items and assigns owners so triage happens the same day.
- Apps: Gmail, Filter by Zapier, Formatter by Zapier, AsanaSwap with your favorite apps.
Create contract review tasks from approval emails for legal
Your contract approval emails sit unattended, leaving reviews unassigned and signatures delayed. Assigned review tasks reach legal reviewers so contracts stay on schedule same day.
- Apps: Microsoft Outlook, Filter by Zapier, ClickUpSwap with your favorite apps.
Create contract review tasks from incoming contract emails
Contract emails and attachments sit untriaged in your inbox, delaying reviewer assignment and signature collection for critical client work. Reviewers start work same day.
- Apps: Juro, Formatter by Zapier, Filter by Zapier, AsanaSwap with your favorite apps.
Create contract review tasks from new agreements immediately
Your new contracts lack owners and tracking, causing legal bottlenecks that slow deal onboarding. Create review tasks so contracts enter approval faster, often the same day.
- Apps: Juro, Filter by Zapier, AsanaSwap with your favorite apps.
Create draft review tasks from new contracts for legal
Your contract drafts arrive without owner or clear next steps, delaying approvals and signature. Create contextual review tasks so legal reviewers can triage and approve agreements same day.
- Apps: monday.com, Google Docs, Formatter by Zapier, Microsoft OutlookSwap with your favorite apps.
Create engagement contracts and share with internal team
You receive new client rows on your board without consistent agreement details, which delays review and invoicing. Get tailored contract documents sent to your team for review and approval same day.
- View all
Explore all contract review automations
Speed up contract review with automated intake routing, clause analysis, and reviewer assignment
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.
Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier nos ayuda a cerrar mucho más del 50% de tratos que si no lo haríamos sin él. Es un elemento clave de nuestra estrategia global y, por tanto, de nuestro discurso de ventas.
Raphael Bochner, Fundador y CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.