1.Monitor new reception messages
Integrate LEX Reception and reception intake forms to detect each inbound message and capture intake details.
Add legal intake leads to practice management for follow-up
Automatically detect inbound reception submissions across LEX Reception and Smokeball. Create and update when qualifying intake comes in, jurisdiction qualifies, or new client details appear—so you can filter leads, format phone numbers, and create prospect records without manual routing.
How this automation accelerates follow-up-ready leads
When new reception messages land, unstructured details can slow follow-up and confuse routing. This automation filters qualifying intake, formats phone inputs, and creates a prospect lead in Smokeball—so your team can act faster.
Recepción LEXor swap with your favorite app
2.Filters qualifying intake messages
Integrate Filter by Zapier and routing rules to continue only for qualifying intake and stop non-intake messages.
Filter by Zapieror swap with your favorite app
3.Formats and validates phone input
Integrate Formatter by Zapier and phone validation tools to format and validate phone numbers to a normalized mobile string.
Formatter by Zapieror swap with your favorite app
4.Creates prospect lead in Smokeball
Integrate Smokeball and contact records to create a lead with intake notes, jurisdiction, and a matter type from routing.
Smokeballor swap with your favorite app
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Explore all legal intake management automations
Accelerate client intake with automated lead capture, matter routing, and intake alerts
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.
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