Client Intake Automation – Document Summary
Main Automation Steps
Note that this automation has been built using typical industry platforms such as Clio and Hubspot for illustrative purposes only. Substitute in your own platform!
1
Receive new client enquiry along with related documentation via Hubspot web form on your website
2
Take document uploaded and summarise for the receiving lawyer
3
Check to see if person making the enquiry is already a client of yours within your Clio PMS system
4
If so, create a new matter in Clio using client details from Clio plus the information (such as department and query type) from the web form
5
If not, add the contact details to Clio and create a new matter as per Step 4
6
Add the summarised document from Step 2 to the matter
7
Send an email, Slack or Teams message with the new matter information to the relevant department at your firm