Zapier Zaps for Attorneys | Lawyerist

Zapier Zaps for Attorneys | Lawyerist

In a occupation that locations a premium on time, highly effective workflow automation provides you a substantial edge within the enterprise and follow of legislation. Software program that may autonomously handle and carry out your day-to-day administrative duties will assist maximize productiveness by saving time and enhance the efficiency of your administrative workflow.

Ken Grady identifies automation as a key part of the authorized service course of:

Attorneys’ jobs are composed of 1000’s of duties. Some duties are extraordinarily advanced, however many are quite simple. Most are combined. Authorized service processes will be disaggregated, for instance, through the lean considering train of course of mapping. As soon as a course of is disaggregated, the query is whether or not computer systems can automate a activity and even a part of a activity.

Whereas the idea of an augmented lawyer is linked to machine studying, it’s relevant to the facility and quantity workflow duties of a legislation workplace. Zapier can assist you get there.

What’s Zapier?

If you don’t already use Zapier, you will have seen it featured as a third-party integration for any variety of the cloud functions you employ. It delivers the facility of automated pc duties with out requiring any expertise or technical ability.

With out utilizing any software program code, you should utilize Zapier to direct an software to “copy and paste” info to a different, unrelated software. Zapier then works quietly within the background, sharing that info routinely, primarily based in your settings.

For instance, let’s say you might have a consumer assembly scheduled in Google Calendar, and also you need to report this in your timekeeping software program. Fairly than making each a calendar and time entry, Zapier will do the heavy lifting by first getting notified of your “Consumer Assembly” appointment. Zapier will then switch information from that calendar entry (description of the assembly, time, and size of appointment) to Harvest, Freshbooks, or plenty of different timekeeping functions.

Knowledge from any of the 500+ Zapier supported apps will be despatched nearly wherever you need it to go.

How Zapier Works

Zapier sources the info it sends from an software’s built-in API (software program interfaces). Then, Zapier connects with the receiving software’s API, permitting the packages to speak to one another. Right here is the Zapier-specific terminology that addresses this course of:

Triggers. That is an occasion within the software you select first (just like the initiation of a Google Calendar occasion), which sparks the incidence of a Zap.Actions. That is the automation that happens because of a set off.Zaps. That is the only technique of automation — containing a single set off, and at the very least one motion.Multistep Zaps. One set off may cause a number of actions, in any variety of functions.Filters. Require that particular information values (from the set off or actions in a multistep Zap) are needed for the Zap to run.Duties. A tally of what number of Zaps have been accomplished.Here’s a step-by-step information for creating and operating a Zap.


The first pricing components are the variety of Zaps concurrently activated and what number of duties you employ in a month.

Extra particulars will be discovered on Zapier’s Pricing Web page.

Key Advantages For Attorneys

On the floor, the economics are pretty easy—much less exercise on administrative and different routine non-billable duties gives you extra time to do authorized work (or, you understand, work in direction of a balanced life). Nonetheless, Zapier may also handle key elements of your workflow, extending the benefits effectively past these of mere comfort. Zapier’s concentrate on trendy cloud functions may also lay the muse for bespoke follow administration software program at a surprisingly low value level.

Time Effectivity

Maybe probably the most instant good thing about automation—the preliminary enter of your routine workflow—is the instant inhabitants of your remaining duties, saving you the time it could take to finish these duties by hand.


An efficient workflow sometimes requires consistency in each course of and software. Zapier can save not solely the time of performing the duty however helps keep away from the fatigue of needing to recollect to do it within the first place (or the stress of forgetting to finish a activity).

Minimizing Human Error

The info out of your preliminary set off enter will seem uniformly and constantly throughout all of your functions linked to Zapier. Relying on the workflow, one appropriate entry could also be sufficient for info to seem appropriately in all places you want it to, with no additional effort.

Overcoming Limitations of Present Software program

Zapier can come in useful for circumnavigating deep-seated software program utilized in your agency (which, for sure, is almost certainly not supported by Zapier). For instance, if you happen to favor one other time monitoring software (e.g. Toggl or Harvest) over Timeslips, you possibly can routinely populate a spreadsheet with time entries from the popular software, which might then be imported to Timeslips.

Customized Follow Administration Software program

Maybe probably the most compelling idea of Zapier is the power to create a extremely personalized follow administration answer. That is notably related when the all-in-one follow administration software program is now not versatile sufficient in your workflow. Attorneys may also leverage Zapier to boost present follow administration software program. Greg McLawsen Zapifies Clio by sending it key information from Trello.

Zapier Ache Factors

The ability of Zapier shouldn’t be with out shortcomings, particularly in regard to legislation follow. It takes time to automate your guide duties, and the intention to automate can develop into thwarted by info overload.

Upfront Time Funding

No matter your consolation stage with expertise, there’s an inherent first-time person studying curve with Zapier. Even if you’ve nailed down which functions you need to join, selecting the kind of information and its presentation can take experimentation earlier than you’re assured in a Zap’s performance.


The method doesn’t finish with making a Zap. You will want to examine on the Zap periodically to make sure it’s functioning (or arrange e mail notifications and alerts). Additionally, as your precise workflow modifications, your automation course of will want tweaks and changes.


If the location of information shouldn’t be strategic, it may develop into overwhelming, and defeat the aim of automating with Zapier. For instance, in case you are drawing to-do information from a number of locations to a single software, you could get a large checklist that you simply aren’t positive the right way to cope with.

Particular Applications

Though Zapier integrates a whole bunch of cloud functions, it doesn’t combine with all of them. Moreover, legal professionals accustomed to native working system functions (versus cloud functions) could not see any acquainted software program suppliers on Zapier. You might have to lastly embrace the cloud as a way to match sure automations into your workflow.

Zaps for Attorneys

The number of cloud functions related to legislation follow administration makes the Zap potentialities limitless. Listed below are a couple of examples of how Zaps can enhance your legislation follow:

Common Observe-ups with Your Purchasers (Freshbooks ? Delay by Zapier ? Trello)

As soon as a matter is paid and full, you could need to communicate together with your consumer. This Zap will create a reminder card in Trello one month after your consumer pays a Freshbooks bill. Delay by Zapier, a local perform of Zapier, intervenes between triggers and actions to postpone the time between the set off and motion till a selected date or size of time. As soon as this Zap is full, you might have a front-and-center personalized reminder to comply with up together with your consumer on the appropriate date.

Robotically Monitor Time from Calls

This Zap solves the issue of forgetting to trace time and different particulars when receiving an unplanned name—particularly when away out of your desk. A brand new name will set off Zapier to go looking your consumer CRM (akin to Clio) for an present contact. If no present contact is discovered, Zapier can create a brand new CRM contact. Zapier will then replace the contact report with particulars from the decision (how they discovered your quantity, the billable time from that decision, and so forth).

Time Delicate Alerts

This Zap is triggered each time your signature is requested by HelloSign. The Zap will ship you an SMS to let you understand when your signature is required. This may be particularly helpful if you happen to re cell all day (in court docket, on a visit, and so forth), guaranteeing you understand there’s a time-sensitive doc ready in your signature.

Recurring To-Dos

Particular duties could come due on the finish of every week (or month), akin to coming into time or submitting an expense report. With the native “Schedule by Zapier”, your routine to-do gadgets will pop up in Asana on the interval you specify.

Needless to say any product identify in these examples can seemingly be switched out with one other related product (e.g. Google Drive will be changed with Field or Dropbox). It is going to rely on which software program you employ or favor.


Whereas the cloud functions every have their very own safety features and insurance policies, Zapier-related safety covers the Zap-related information. Along with utilizing https and SSL each time attainable, right here is Zapier’s high-level description of safety:

Credentials that you simply use to attach your accounts to Zapier are protected with bank-level encryption.The one motion that Zapier takes in your accounts is these essential to run the zaps you create.The uncooked requests Zapier makes to different companies in your behalf are saved for 7 days for troubleshooting functions, then purged on a rolling foundation.Your user-facing Process Historical past is saved for an extended time period in an effort to monitor Zapier exercise and replay failures.There’s a cause authorized workflow automation specialists have API guides on their annual studying lists. Utilizing APIs by means of Zapier empowers automation of your legislation follow’s back-end for a fraction of the price of software program developer involvement. Zapier transforms your legislation follow right into a well-oiled machine, condensing demanding workflows in a wide range of methods.

In my follow, I now strongly favor functions that combine with Zapier as a result of it transports information extra harmoniously than if I have been to maneuver the info with a mouse and keyboard. Figuring out whether or not Zapier is correct in your follow would require evaluating your present workflows, your consolation with the sort of automation, and maybe whether or not you’ll use cloud functions sooner or later.

The excellent news is you can provide it a attempt with a easy Zap that takes solely just a little time to arrange and doesn’t price a factor.

Initially posted 2016-05-02. Republished 2020-02-12.

Jason Gershenson is a enterprise lawyer with White Summers. His legislation follow administration consists of methodologies and cloud expertise designed for software program builders.

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