Automate and accelerate legal ops with Zapier
Legal operations automation connects your tools and triggers workflows across matter management, legal intake management, legal billing management, law firm management, and outside counsel management.
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Explore legal operations use cases
Legal operations automation connects your tools and triggers real-time actions across legal intake management, matter management, outside counsel management, and legal billing management. Build workflows that eliminate manual work and keep your entire legal stack in sync.
Legal intake management
Accelerate client intake with automated lead capture, matter routing, and intake alerts
Matter management
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
Legal billing management
Accelerate billing cycles with automated time capture, invoice routing, and payment updates
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Transform your legal ops with Zapier
Elevate legal operations with Zapier. Automate matter workflows, streamline billing and intake, and coordinate outside counsel—and that’s just the start.
Matter management
Keep every matter moving
Automate matter intake, updates, and routing across your legal operations workflows. Connect forms, email, docs, and tracking systems to trigger records, alerts, and tasks. Gain cleaner visibility into every legal matter.
Automated matter intake
Capture legal requests from forms or email and open a matter record automatically, so no intake details get lost in review.
Real-time matter alerts
Send instant Slack or Gmail alerts when a matter changes status, reaches a deadline, or needs legal ops review.
Create matter records
Create structured records in Notion or Google Sheets when new legal work arrives, cutting manual entry across matter management.
Deadline tracking workflows
Track key dates automatically and trigger reminders before deadlines slip, so legal teams stay ahead of every matter.
Document routing rules
Route contracts, filings, and supporting files into Google Drive folders based on matter type, owner, or stage.
So funktioniert's
Legal operations automation connects your tools, captures matter updates and intake events, and triggers workflows automatically. Track matters, billing status, and counsel requests in real time—without manually updating records.
Schritt 1
Connect your tools
Integrate platforms like Clio, Google Drive, Gmail, document systems, and billing tools to centralize legal ops data.
Schritt 2
Define triggers
Set conditions for new matters, intake requests, billing changes, counsel updates, or matter deadlines.
Schritt 3
Automate & measure
Send alerts, create records, update trackers, and continuously track legal ops efficiency improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.