Connects hundreds of legal and business applications to create automated workflows that trigger actions across different systems without manual intervention.
Pre-built automation templates designed specifically for common legal workflows, such as client intake, document management, billing, and deadline tracking.
Visual drag-and-drop builder that allows legal professionals to create and modify automations without programming knowledge or IT support.
Advanced workflow routing that allows different actions based on specific conditions, such as matter type, client status, or document content.
Enterprise-grade security with encryption, SOC 2 compliance, and secure connections between applications using OAuth and limited data retention policies.
Shared workspaces, user permissions, and version history that enable legal teams to collaboratively build and manage automations.
Law firms use Zapier to automatically create new client records in their practice management software (like Clio or PracticePanther) when a contact form is submitted on their website. The automation can simultaneously create matter folders in cloud storage, send welcome emails with engagement agreements, and schedule initial consultation appointments. This eliminates manual data entry, reduces intake time from days to minutes, and ensures no potential client falls through the cracks during busy periods.
Legal teams automate document generation and signing processes by connecting document assembly tools with e-signature platforms like DocuSign. When a new matter requires specific documents, Zapier can trigger the creation of engagement letters, pleadings, or contracts from templates, route them for internal review, then send for electronic signature to clients. Completed documents are automatically filed in the correct matter folder and logged in the timekeeping system, creating a seamless paperless workflow.
Firms automate court deadline tracking by connecting their case management system with calendar applications. When a new filing date is entered or a statute of limitations deadline approaches, Zapier creates calendar events, sets reminders, and can even trigger task assignments to paralegals for necessary preparation work. This reduces malpractice risk from missed deadlines and ensures all team members have synchronized scheduling information without manual updates.
Legal practices streamline their financial operations by connecting timekeeping software with accounting systems and payment processors. When time entries are approved, Zapier automatically creates invoices in accounting software, sends them to clients via email, and can even process payments through LawPay or Stripe. Paid invoices trigger reconciliation in QuickBooks or Xero, while overdue accounts can trigger automated reminder sequences, improving cash flow with minimal administrative effort.
Firms enhance their research processes by connecting legal research platforms with knowledge management systems. When attorneys save research memos or case annotations in tools like Westlaw or LexisNexis, Zapier can automatically file these in the firm's knowledge base, share relevant findings with practice groups via Slack or Teams, and update matter notes in the case management system. This ensures valuable research is preserved and accessible firm-wide rather than siloed with individual attorneys.
Legal teams automate conflict of interest checks by connecting their intake forms with conflict checking databases. When a potential new client submits information, Zapier automatically searches existing client records, generates conflict reports, and routes them to the appropriate attorneys for review. Approved matters then trigger the automatic creation of matter numbers, client folders, and billing arrangements across all connected systems, ensuring compliance while accelerating new business setup.
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