Sales and marketingVendor storyUC-165

Rozas Law Firm

Immigration, criminal defence and family law firm, Louisiana

Size
34 staff
Where
US

The job

New leads from the website and Meta arrive in the marketing inbox. An AI step in Zapier reads each message and works out the case type. It drafts a first reply with qualifying questions, creates the record in Clio Grow, then sends a text and an email and phones the lead. The intake team is alerted that someone new is ready for follow up. A lawyer still reviews client facing messages.

Tool: Zapier with AI by Zapier, Clio Grow, RingCentral and Gmail

What happened

The firm says more than 66 hours of administrative time are saved each month.

The sequence runs about two minutes from form submission. The firm reports that its conversion rate rose from 11.06% in September to 13.58% in May. Calls answered within the benchmark were just under 60% from December to February. In 15 or more of the past 20 weeks, more than 80% of calls were answered within 20 seconds. The firm takes about 1,800 calls a week and 30 to 70 new leads a day.

Before you believe it

Zapier wrote the story, so it is a vendor story. The 66 hours is the firm's own estimate, based on a 99.46% successful run rate, not a measured figure. The conversion rise from September to May is not tied to the automation alone, because the firm also changed other things. The story gives no staff count. The 34 comes from the firm's LinkedIn page, so check it. A lawyer reviews client facing messages before they go out and your regulator may expect the same.

Try this prompt

Test the job on your own material before buying anything. Replace the highlighted brackets.

Here is a new enquiry received through [CHANNEL]: [ENQUIRY TEXT]. Say which of these case types it most likely is: [LIST OF CASE TYPES]. Draft a short, friendly first reply that asks the three qualifying questions we need for that case type: [QUALIFYING QUESTIONS]. Do not give legal advice. Flag anything urgent, such as a court date or a detention.

Source

Zapier ↗, 19 August 2026 · vendor story

This source was written or published by the supplier of the tool, so treat the claim as a sales story.

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