Send every new client a personalized confirmation within 60 seconds and save 2 hours/week on manual email writing.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
When a prospective client submits your intake form, Make immediately sends them a personalized confirmation email through Gmail that includes their name, a summary of what they submitted, next steps, and your office contact details. Clients feel taken care of from the first moment, and your team stops spending time writing the same acknowledgment email over and over.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect Typeform to Make and select your client intake form as the trigger.
Step 2: Build a Gmail email template using Typeform fields (first name, legal matter type, preferred contact time).
Step 3: Set the 'Send from' address to your firm's intake email and include next-steps instructions.
Step 4: Activate the scenario and test with a sample submission.
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