1.Captures new contract entry
Integrate WPForms and form parsing tools to collect submission fields and file references for review.
Add AI contract review to client matter board
Automatically monitor new contract submissions across WPForms and Google Drive. Create and update AI review artifacts across Trello, ChatGPT (OpenAI), and Zapier Tables—so you can triage findings, attach summaries to the right matter, and reduce review reporting without manual follow-up.
How this automation adds AI review to your matter board
When contract submissions arrive without consistent structure, reviewers face delays and uneven triage. This automation parses and merges files, generates AI review outputs, and updates the client matter board—so your team can review faster and more consistently.
WPFormsor swap with your favorite app
2.Parses files and returns URLs
Integrate Sub-Zap by Zapier and file extraction tools to parse and download referenced files into URLs for review.
Sub-Zap von Zapieror swap with your favorite app
3.Merges source files into PDF
Integrate CloudConvert and document tools to merge source files into a single PDF for AI processing.
CloudConvert (CloudKonvertieren)or swap with your favorite app
4.Uploads merged PDF to Drive
Integrate Google Drive and cloud storage to save the merged PDF and capture the saved file link.
Google-Laufwerkor swap with your favorite app
5.Creates AI assistant and reviews
Integrate ChatGPT (OpenAI) and AI analysis tools to extract jurisdictions, summarize terms, and generate Q and A.
ChatGPT (OpenAI)or swap with your favorite app
6.Updates matter and sends notifications
Integrate Trello, Zapier Tables, and SMTP by Zapier to update the matter card and post AI summary and links.
Trelloor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Speed up contract review with automated intake routing, clause analysis, and reviewer assignment
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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