Consultation Request Triage & Routing System
A done-for-you law firm automation built for the Intake Coordinator, connecting Jotform, Clio, and Slack so the work below happens on its own.
What this automation does, step by step
When a prospective client submits a consultation request through the firm's website form in Jotform, the automation reads the practice area field and instantly routes the request to the correct attorney or paralegal queue in Clio Grow, tagging urgent matters like an eviction with a hearing date or an upcoming arraignment for same-day callback.
A Zapier workflow starts an internal countdown the moment the request lands, and if no one has logged a response within the firm's target window, it automatically escalates with a Slack alert to the intake coordinator and, if still unanswered, to the managing partner.
Every request and response time logs to a running Google Sheets dashboard so leadership can see exactly where bottlenecks happen.
Firms running this catch same-day, high-urgency matters that used to sit in a shared inbox until someone happened to check it, and average response time typically drops from hours to minutes.
- Jotform (consultation request form)
- CRM (e.g., Clio Grow or Lawmatics)
- Zapier or Make.com
- Slack (escalation alerts)
- Google Sheets (response time dashboard)
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
Handled by hand, an intake coordinator spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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