Skip to content
Templates
Create matter folders and trigger intake flow instantly

Create matter folders and trigger intake flow instantly

New matters without a standard folder or client context slow intake and force manual setup. It builds the folder structure and sends client details so coordinators can start work same day.

Create matter folders and trigger intake flow instantly

Workflow preview:

Zap details:

Overview

Manual folder setup bogs down intake coordinators and delays client onboarding in busy law practices. This flow creates the folder structure and delivers cleaned client and matter details into your intake pipeline so coordinators can begin work the same day.

Create matter folders and trigger intake flow instantly