Workflow Architecture

Automate Legal Intake from Typeform to MyCase

Stop manually transferring client data. Learn how to map complex Typeform logic jumps directly into MyCase custom fields using Make.com and zero Zapier.

Stop manually transferring client data. Learn how to map complex Typeform logic jumps directly into MyCase custom fields using Make.com and zero Zapier limits.

Client intake is the bottleneck of every boutique law firm . A prospect fills out a beautiful, high-converting Typeform, and then your paralegal spends 20 minutes copy-pasting that data into MyCase.

The Automation Blueprint

You can eliminate this entire workflow with a single Make.com scenario. The secret is handling Typeform's dynamic payload. Typeform sends data as an array of answers, not a flat JSON object.

Step 1: The Webhook

Do not use the native Typeform trigger. It polls on a delay. Instead, set up a custom webhook in Make.com and paste that URL into the Typeform webhook settings. Instant delivery.

Step 2: Data Extraction

Use a Set Multiple Variables module to parse the Typeform array. You need to map the field.id to your actual values using the map() function in Make.

Step 3: MyCase Injection

MyCase has a strict API. First, create the Contact. Take the returned contact_id and feed it into the Create Case module. Finally, use the Create Note module to dump the entire raw Typeform transcript into the case file so attorneys have the full context before the consultation.

Zero manual entry. Zero human operations .

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