Client Intake to CRM Sync System
A done-for-you law firm automation built for the New Client Coordinator, connecting Jotform, Clio, and Slack so the work below happens on its own.
What this automation does, step by step
When a new client submits the firm's web intake form, this automation instantly creates a matching record in the CRM with their contact information, case type, referral source, and a preliminary conflict-check flag based on opposing party names entered on the form.
The new client coordinator receives a notification the moment a submission needs manual conflict review, while clean submissions move straight into the assigned attorney's queue with no re-typing required.
Every field maps automatically from the web form to the CRM, so what a prospective client types once is the same data the firm works from through the entire matter.
Firms using this eliminate the lag, and the transcription errors, that come from an intake specialist retyping form submissions into the CRM by hand.
- Web form tool (e.g., Jotform or Gravity Forms)
- CRM (e.g., Clio Grow or Lawmatics)
- Zapier or Make.com
- Email or Slack (conflict-check alerts)
- Google Sheets (submission log)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a new client coordinator, who has to track every step by hand across emails, spreadsheets, and sticky notes. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Intake forms that sync straight into your CRM or practice software
- Document collection with automatic reminders
- Welcome sequences that set expectations from day one
- Kickoff and first appointments scheduled without back-and-forth
Often built alongside this one
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