Does a signed proposal automatically set up the new client project, folders and billing?

An automation in Zapier, Make, Power Automate or your practice tool can create everything a new client needs the moment they sign, so nobody does it by hand.

How to automate it

How to automate “do new client intake and conflict checks”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today.

45 min

typically, a few times a week

60%

of the time can be automated

Some setup

to set up

Fix 1 of 2

AutomationBest fix

Use an online intake form that creates the contact and runs the conflict search

Clio Grow, Lawmatics, MyCase or a form tool connected to your system collect intake details once and feed the conflict check, so nobody retypes them.

Typically saves about 50% of the time2 h to set up

1Turn your intake questionnaire into an online form (Clio Grow, Lawmatics, MyCase, TaxDome organizer, or Microsoft or Google Forms).
2Connect it so submissions create the contact or lead in your system.
3Run the conflict search from the created record.
4Send the engagement letter from the same record once cleared.

Tools: Clio Grow · Lawmatics · MyCase · TaxDome · Zapier or Power Automate

Fix 2 of 2

Automation

Trigger new-client setup automatically when the proposal is signed

A signed proposal or engagement letter can create the project, folders, chat channel, billing schedule and kickoff tasks in one go.

Typically saves about 60% of the time2 h to set up

1Write your new-client setup checklist.
2Use your proposal or practice tool's native integrations, or a Zapier, Make or Power Automate flow triggered by "signed".
3Have it create the project from a template, the client folder, a Slack or Teams channel, and the billing record.
4Send the welcome email and kickoff booking link automatically.

Tools: Zapier · Make · Power Automate · Karbon, TaxDome or Clio · Asana, Monday or Teamwork

Quick wins

Have you tried…

Does a signed proposal automatically set up the new client project, folders and billing?: An automation in Zapier, Make, Power Automate or your practice tool can create everything a new client needs the moment they sign, so nobody does it by hand.

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Paralegal / Legal Assistant

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