Client Intake Automation – External Email
Main Automation Steps
Note that this automation has been built using typical industry platforms such as Clio for illustrative purposes only. Substitute in your own platform!
1
Receive new client enquiry email to your central mailbox
2
Use AI to extract key information from the email such as sender name, sender email address, message type (e.g. billing etc), department (e.g. family law), and confidence rating (to allow potential review from a human for low confidence ratings)
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 3
6
Send an email, Slack or Teams message with the new matter information to the relevant department at your firm