How Rozas uses Zapier to give every lead a 2-minute headstart

Rozas, a law firm serving immigration, criminal defense, and family law clients, automated its high-volume intake process to reduce delays between new inquiries and staff follow-up. Previously, intake personnel manually transferred information from emails, web forms, and text messages into Clio Grow, a process that consumed significant time across 30 to 70 daily leads. Using Zapier, AI by Zapier, Clio Grow, RingCentral, and Gmail, the firm now classifies incoming leads, creates records, drafts qualifying responses, sends texts and emails, initiates calls, and alerts staff within about two minutes. The workflow reportedly saves more than 66 administrative hours per month, has a 99.46% successful run rate, and coincided with conversion growth from 11.06% to 13.58% and faster call-answer performance. Rozas is also synchronizing Clio Drive and Google Drive to support multiple AI tools and is exploring AI-generated case memoranda that attorneys can compare and review, while maintaining human oversight for client-facing communications and legal judgment.

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