Scrape Court Documents → Extract Key Data → Update CRM
Automatically extract key information from public court filings and legal documents, then update client records and case tracking systems.
Workflow Steps
Apify
Scrape court document sites
Set up Apify actors to monitor specific court websites (like PACER or state court systems) for new filings related to tracked cases or companies. Configure to run daily and export results to JSON.
Make.com
Process scraped documents
Create a Make.com scenario triggered by new Apify results. Set up document parsing to extract text content from PDFs or HTML court filings.
Claude
Extract structured data
Send document text to Claude via API with a structured prompt to extract: case number, parties involved, filing type, key dates, and case status. Format output as JSON for easy processing.
Airtable
Store case information
Create or update Airtable records with extracted data. Set up base with fields for Case ID, Client Name, Filing Date, Document Type, Status, and Key Events for comprehensive case tracking.
HubSpot
Update client records
Use Make.com to sync relevant case updates to HubSpot contact or company records. Add timeline entries and trigger follow-up tasks for account managers when significant developments occur.
Workflow Flow
Step 1
Apify
Scrape court document sites
Step 2
Make.com
Process scraped documents
Step 3
Claude
Extract structured data
Step 4
Airtable
Store case information
Step 5
HubSpot
Update client records
Why This Works
Transforms manual document review into automated intelligence gathering, ensuring no critical legal developments are missed while maintaining detailed client records.
Best For
Law firms and legal departments tracking ongoing litigation and regulatory proceedings for clients
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