Interactive Zapier Legal Routing Workflow

This is the logic, not a screenshot.The original Zap is too large to read at portfolio scale, so this view groups private case labels while preserving the branching architecture.

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Advanced Zapier paths · legal

Lead-routing engine

This public explorer is a grouped representation of the production legal lead-routing Zap, showing the decision architecture without exposing private case labels, recipient details or client data.

Multi-pathconditional routing

Layeredqualification logic

Why the Zap became large

One lead can take very different routes depending on client status, sales/solicitation checks, case classification and downstream destination rules.

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Case path router

Paths by Zapier

Fans qualified inquiries into separate case-routing branches. Public labels are anonymized, while the routing structure is preserved.

The workflow story

Lead → normalize → qualification → special-case exits → case path split → branch-specific rules → attorney/team destination → delivery or fallback review.

Trigger / intakeFilters / qualificationPaths / branch splitRouting rulesDelivery / destination

Case names and recipient details are intentionally grouped in this public version. The goal is to show the decision architecture, not expose a client's internal routing map.