Intake-to-Task Checklist Automation
A done-for-you law firm automation built for the Office Administrator, connecting Jotform, Clio, and Slack so the work below happens on its own.
What this automation does, step by step
The moment a new client completes an intake form in Jotform, the automation automatically generates a full checklist of internal setup tasks, opening the matter file in Clio, requesting the case file from any prior counsel, ordering records, and scheduling the first client call, and assigns each task to the appropriate paralegal or staff member based on practice area.
The office administrator receives a summary in Slack showing every new matter's task list and who owns each item, with overdue tasks automatically escalating after 48 hours.
Because file setup starts within minutes of intake instead of whenever someone gets around to it, new matters move from signed to fully staffed and underway noticeably faster, and nothing about a new file setup depends on one person remembering every step.
- Jotform (intake form)
- Practice management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Slack (task summary)
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
The manual version of this puts the entire workload on an office administrator, who has to juggle phone calls, emails, and spreadsheets just to keep things moving. Over a month, those small manual steps add up to a significant amount of lost time.
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
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