Structured client intake with conflict check, engagement letter, and matter creation in Clio.
This automation starts when website legal intake Typeform submission. It runs connected app steps, then website Typeform legal intake submits party details, matter description, urgency; conflict check Clio API; if clear generates engagement letter from template wi.
Read-only visualization of how data moves from trigger to final result.
Website legal intake Typeform submission
Website Typeform legal intake submits party details, matter description, urgency; conflict check Clio API; if clear generates engagement letter from template wi
Website Typeform legal intake submits party details, matter description, urgency; conflict check Clio API; if clear generates engagement letter from template wi
Website Typeform legal intake submits party details, matter description, urgency; conflict check Clio API; if clear generates engagement letter from template wi
Website Typeform legal intake submits party details, matter description, urgency; conflict check Clio API; if clear generates engagement letter from template wi
Generates
Generates
Generates
Generates
Remove repetitive steps from Legal Intake so your team focuses on high-value work.
Connected apps sync data automatically instead of copy-paste between dashboards.
Standardized logic runs the same way every time, with retries on failure.
Automation runtime
Connect required apps via OAuth or API keys. Credentials are encrypted server-side. Dev test runs mock external actions when connections are missing.
Est. setup time: ~9 min
Form submission trigger
Activate this workflow to provision the trigger endpoint.
No runs yet. Install the template and run a test, or activate to receive webhook/schedule runs.
Website Typeform legal intake submits party details, matter description, urgency; conflict check Clio API; if clear generates engagement letter from template with fee estimate from rate sheet, DocuSign to client, on sign creates Clio matter assigns partner from practice area map, schedules kickoff Calendly, welcome email with client portal link.
Some steps run in preview until their integrations go live.
Typeform, Clio conflict and matters, DocuSign engagement, Calendly, Gmail.
All parties and related entities against firm conflict database.
Fee structure hourly flat contingency from intake selections.
Clio matter with practice area, responsible attorney, intake notes attached.
Clear conflict → sign → matter created with kickoff scheduled.
| Variable | Type | Default | Required |
|---|---|---|---|
| Business Name | text | Your Business | Yes |
| Notification Email | — | Yes | |
| Timezone | select | — | Yes |
Intake stops; partner review task with conflict detail email.
Stripe payment link in engagement letter before matter open optional.
Entity intake collects authorized signatory and corporate docs upload.
Decline letter template sent; intake archived not matter.
Our team can adapt this template to your exact workflow, apps, and brand requirements.
351 total reviews
Clean workflow design. Connected our stack in one afternoon. Minor learning curve on variables.
+ Saved our team 10+ hours weekly · Reliable triggers every time
− Took longer than estimated for advanced config
After two weeks live, Legal Intake has become core to our daily ops. Verified install — runs without babysitting.
+ Setup was straightforward · Great documentation
Legal Intake replaced a manual process that took 2 hours daily. ROI was clear within the first month.
+ Integrations worked on first try · AI quality exceeded expectations
Website Typeform legal intake submits party details, matter description, urgency; conflict check Clio API; if clear generates engagement letter from template with fee estimate from rate sheet, DocuSign to client, on sign creates Clio matter assigns partner from practice area map, schedules kickoff Calendly, welcome email with client portal link.
Activate Legal Intake with default variables and run a sandbox test.
Scenario: New user installs template and validates output in under 15 minutes.
Connect live apps, map business rules, enable monitoring alerts.
Scenario: Team deploys to workspace after QA sign-off on test runs.
Version 1.2.0 — Improved reliability and Slack notifications for Legal Intake.
Current version: 1.2.0
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