How to import Zapier & Make templates for your law firm automation (…this will save you hours of setup time)

Building automations from scratch is time-consuming and prone to errors.

 

But there’s a better way – using pre-built templates!

 

 

For Zapier:

– Click the shared template link

– Import into your account with “Try this Zap”

– Connect your apps (like Clio Manage)

– Test and publish

  

For Make.com:

– Download the blueprint JSON file

– Import via “Create new scenario”

– Connect your apps (like Clio Manage)

– Save and activate

 

Benefits:

✅ Save hours of setup time

✅ Future-proof your automation skills

✅ Be able to use hundreds of pre-built workflows

 

P.S. You can get access to all the templates by joining our FREE Legal Tech Community here.  (only for legal professionals)