Client Intake → Document Generation → Case Tracking

Create a comprehensive intake form that captures client details, case type, budget, timeline, and uploads relevant documents

Set up Zapier automation to trigger when Typeform is submitted, extracting client data and case details for downstream processing

Use HotDocs document automation to generate retainer agreements, engagement letters, and initial case documents using the intake data

Automatically create new client and matter in Clio practice management system, set up billing, and schedule initial case milestones

Automatically send generated retainer agreement and other documents to client via DocuSign with guided signing process