Law firm
Client intake, consultations, deadlines, document requests and billing. Install the pack and every command arrives as a draft you can change before anything runs.
6 commands, ready to install
Install them together and they land in one group as drafts. Nothing runs until you turn each one on.
New client intake
“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.”
Consultation booked
“When someone books a consultation on Calendly, create a Zoom meeting, email them the link and the documents to bring from Gmail, and add the matter to my Airtable matters table.”
Court email alert
“When a new email arrives in Gmail from the court portal, pull out the case number and the date, add them to my Google Sheets deadlines tracker, and send me an urgent Telegram alert.”
Deadline reminders
“Every weekday at 8am, read my Google Sheets deadlines tracker, find anything due in the next 7 days, and send the list to Slack #case-team and to me on Telegram.”
Document request follow-up
“Every Monday at 9am, list my open ClickUp tasks tagged 'waiting on client' and draft a polite document request email in Gmail for each client.”
Unpaid fee reminder
“On the 5th of every month, list Stripe invoices past due, draft a courteous reminder in Gmail for each client, and post the total outstanding in Slack #billing.”
Running by this afternoon
- Install the packUntick anything you don’t need. The rest arrive as drafts in one group.
- Connect your appsEach draft lists the apps it needs. Most connect by signing in.
- Test, then turn it onRun a test, check each step and go live. Change the wording any time.
Everything it touches
About industry packs
No. Untick the ones you don’t need before installing. You can also copy a single command from this page.
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.