Client Intake → Document Generation → Case Setup

Create comprehensive intake form covering client details, case facts, opposing parties, key dates, and document uploads. Use conditional logic to ask follow-up questions based on case type.

Set up Zapier to activate when Typeform is submitted, extracting all form data and preparing it for the next steps in the workflow.

Use form data to automatically generate engagement letters, case intake summaries, and preliminary strategy documents using legal document templates and AI assistance.

Automatically create client folder with subfolders for correspondence, pleadings, discovery, and settlement. Upload generated documents to appropriate folders.

Send automated email to client with Calendly link for scheduling their first strategy meeting, including case summary and list of documents to bring.