New client calls, opened in Rocket Matter as contacts and matters
GreetKeeper runs your intake questions on the phone. Its webhook starts a Zap, and Rocket Matter's actions write the contact, matter and task.
Caller
“My landlord kept our whole deposit and says we damaged the floors. We moved out three weeks ago. Can a lawyer look at this?”
What happened next
- Captured the caller's name, number, email and the other party's name
- Asked your intake questions about the dispute, the dates and the amount
- Sent the call to Rocket Matter as a contact with a matter and a consult task
How GreetKeeper connects to Rocket Matter
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| Rocket Matter | Through Zapier |
What Rocket Matter is, and what Zapier can create in it
Rocket Matter is cloud practice management software for law firms. Contacts, matters, calendars, time entries and billing live in one place, so an attorney can see a case and its paperwork together.
Five write actions on its Zapier listing match a phone intake: Create Contact, Create Matter, Create Note, Create Event and Create Task.
That's a complete intake path. The prospect becomes a contact, the enquiry becomes a matter, and the follow-up becomes a task with an owner.
Where a new client call lands in Rocket Matter
When the call ends, GreetKeeper sends one signed webhook. Your Zap turns it into records your attorneys already work from.
Create Contact adds the caller with their name, phone, email and street address. GreetKeeper reads the name and number back first, which matters when you're about to run a conflict check.
Create Matter opens the enquiry using the caller's reason and your practice-area answer. Create Note then attaches the short summary, every intake answer and a link to the full transcript.
Create Task puts a consult callback on the right attorney's list. If the caller asked for a set time, Create Event can hold it on the firm calendar for someone to confirm.
Connecting GreetKeeper to Rocket Matter
Your intake script does most of the work here, so start with it.
Load your intake script into GreetKeeper
Practice area, the other party's name, key dates and how the caller heard about you. GreetKeeper asks each question and sends the answers as question and answer pairs.
Turn on the AI disclosure
GreetKeeper's disclosure setting tells callers at the start that they're speaking with an AI. Law is a regulated occupation under Utah's AI Policy Act, which asks for that disclosure out loud at the start of the call.
Catch the webhook with a paid Zapier plan
Webhooks by Zapier and its Catch Hook trigger need a paid Zapier plan (Professional or above). Paste the hook address into GreetKeeper.
Chain Contact, Matter, Note and Task
Connect Rocket Matter in Zapier and add the four actions in that order. Place a test call about a made-up dispute and review the new matter.
Running legal intake with Rocket Matter
Add the opposing party's name as an intake question. It lands in the note, so your conflict check can start before anyone calls the prospect back.
Set a transfer for existing clients who say their matter is urgent. GreetKeeper puts them through to your team and tries a second number you nominate if the first doesn't answer.
Call recording is a setting you control, paired with a disclosure the caller hears. Every call still arrives as a transcript and a summary.
Questions about Rocket Matter and GreetKeeper
Can GreetKeeper open a new matter in Rocket Matter?
Yes. Rocket Matter's Zapier listing includes Create Matter. Most firms chain it after Create Contact so the matter links to the prospect who called.
Does our firm need a paid Zapier plan?
Yes, Professional or above. The Zap begins with Webhooks by Zapier and its Catch Hook trigger, which needs a paid plan. Rocket Matter's own actions do the writing.
Will GreetKeeper give callers legal advice?
GreetKeeper answers the questions you train it on, like your practice areas, office hours and consult process. Questions about the caller's case go to an attorney through the task it creates.
What does an after-hours caller hear?
Your greeting and your intake questions, at any hour. You can also set closure dates, and on those days it answers as closed and takes the details for the next business day.
Hear it run your intake
Read it your intake script and call it as a prospect. 14 days free, every feature on, no card.