How to Automate Your Law Firm in 90 Days ~ Day 25: Client Intake Automation - Needs Review

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Welcome to Day 25 of the "How to Automate Your Law Firm in 90 Days" series! 🚀
In this episode, I’ll show you how to create a workflow automation in your Client Intake database in Airtable to streamline your review process. Specifically, we’ll set up an automation that triggers when a client’s review status is marked as "Needs Review", ensuring that your team stays on top of important client intake tasks. 📋⚖️
What you’ll learn in this video:
⚙️ How to set up an automated workflow in Airtable - Step-by-step instructions to create an automation that triggers based on a field status.
🔔 Automating team notifications & task assignments - Learn how to notify your team when an intake form needs review.
📊 Optimizing your client intake process - See how automating review tasks can improve efficiency and prevent delays.
By the end of this video, you’ll have a working client intake review automation that helps your law firm stay organized, responsive, and efficient. 🚀
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