SalesLaw firm
New client intake
Intake forms go to HubSpot with a conflict-check task and a confirmation. Free to use and change.
The command
“When a new Typeform intake form is submitted, create a HubSpot contact with the matter type, create a ClickUp task for a conflict check, and email the client from Gmail that we'll respond within one business day.”
Set it up
- Use this commandIt opens in the Composer with the steps built, ready to check.
- Connect the apps it listsMost connect by signing in. It won’t go live until they’re connected.
- Change what you likeEdit the sentence and the steps follow, like the time, the channel or who it goes to.
- Test, then turn it onRun a test, check each step and switch it on.
More from this pack
Templates
Consultation booked
Documents to bring, a Zoom link and the matter logged.
Court email alert
Court emails logged in the deadline tracker and flagged at once.
Deadline reminders
Everything due in the next week, every weekday morning.
Document request follow-up
Polite document requests for clients who owe you paperwork.Write the first one now.
It’s free and takes about two minutes. Whatever you type here is waiting for you in the app after you sign up.