An end-to-end Make.com automation connects Go High Level, Clio Manage, Airtable, Dropbox, Gmail, Dialpad, and internal tools to create a fast, accurate, and scalable onboarding pipeline.
Complete Make.com scenario: 26 modules orchestrated via 3 routers connecting GHL forms → Clio (contacts, matters, custom fields, task templates) → Airtable (master intake, marketing tracking) → Dropbox (folder structure) → Gmail/Dialpad (notifications) → Auth services
Before automation, onboarding a single client required exporting data from Go High Level, creating contacts and matters in Clio, filling custom fields, adding tags and task templates, updating Airtable trackers, creating Dropbox folders, and notifying the team. Each intake involved multiple apps and handoffs, creating delays and opportunities for errors.
Conduit Law implemented a comprehensive Make.com scenario that receives GHL form submissions via webhook and orchestrates downstream actions with conditional routing. The complete flow:
Scenario Complexity: 26 modules orchestrated via 3 routers with conditional branching based on case type, data completeness, and priority level. Built-in error handling and retry logic ensures reliability.
| Task | Manual Time | Automated Time | Time Saved |
|---|---|---|---|
| Create Clio Contact | 3 min | 15 sec | 2 min 45 sec |
| Create Clio Matter (custom fields, tags, attorney, task template) | 10 min | 40 sec | 9 min 20 sec |
| Add DOB and intake notes | 3 min | 10 sec | 2 min 50 sec |
| Airtable record creation/update | 5 min | 15 sec | 4 min 45 sec |
| Dropbox folder setup | 4 min | 20 sec | 3 min 40 sec |
| Notifications and follow-up tasks | 3 min | 5 sec | 2 min 55 sec |
| Total per client | 28 min | ~1 min 45 sec | ~26 min 15 sec |
*Assuming ~100 new intakes per month: 26.25 minutes × 100 = 2,625 minutes ≈ 43.75 hours/month; ≈ 525 hours/year
Analyzed existing intake process, documented all systems, identified automation opportunities
Built Make.com scenario connecting GHL → Clio → Airtable with error handling
Added Dropbox foldering, Gmail/Dialpad notifications, auth services
End-to-end testing with real data, team training, documentation
Production launch, monitoring setup, performance optimization
Yes. The Make.com scenario uses routers to branch logic by case category, applying the correct Clio custom fields, tags, and task templates for each matter type. Whether it's personal injury, workers' comp, or medical malpractice, the system adapts automatically.
The automation includes deduplication logic that checks for existing contacts in both Airtable and Clio. If a contact exists, it updates the record rather than creating a duplicate, preserving data continuity and reporting accuracy.
Gmail emails and optional Dialpad tasks are triggered automatically based on case priority and type. Intake coordinators, case managers, and assigned attorneys receive notifications without manual handoffs, ensuring immediate action on high-priority cases.
The workflow includes integration with XeBee and other auth services to automatically trigger HIPAA authorization requests. All data transfers are encrypted and the system maintains a complete audit trail for compliance purposes.
By automating intake from GHL to Clio and Airtable, Conduit Law removed repetitive work, accelerated onboarding, and improved data integrity. The result is faster client response, fewer errors, and hundreds of hours returned to substantive legal work each year.
This automation demonstrates that even complex, multi-system workflows can be streamlined with the right approach. The key is understanding the entire process, building in error handling, and ensuring scalability from day one.
Book a free automation audit and we'll map out your intake process, identify automation opportunities, and show you exactly how much time and money you could save.
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