Open matters from forms

When a qualified intake arrives in Tally, create a matter in LEAP (Legal).

Try:

See all LEAP (Legal) + Tally integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

LEAP (Legal) Explore LEAP (Legal) →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in LEAP (Legal).

New lead

Fires when a new client lead is added in LEAP (Legal).

Invoice issued

Fires when a client invoice is issued in LEAP (Legal).

Actions

Create matter

Opens a new case or matter in LEAP (Legal).

Create contact

Adds a client, company or contact in LEAP (Legal).

Create time entry

Logs billable time against a matter in LEAP (Legal).

Tally Explore Tally →

Triggers

New form response

Fires when a form is submitted in Tally.

Survey completed

Fires when a respondent finishes a survey in Tally.

Response updated

Fires when an existing response is edited in Tally.

Actions

Create or update form

Creates or updates a form or survey in Tally.

Retrieve a response

Looks up a specific form response in Tally.

Add a respondent

Adds a respondent or contact to a form in Tally.

Create contacts from intake When an intake form is submitted in Tally, create a contact in LEAP (Legal). See details

Log time from forms When a time form is submitted in Tally, create a time entry in LEAP (Legal). See details

See all LEAP (Legal) + Tally integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Open matters from forms” between LEAP (Legal) and Tally?

Yes — describe it in the box above and Knit's Integrations Agent researches LEAP (Legal) and Tally's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can an intake form create a matter?

Yes. When an intake form is submitted in Tally, LEAP (Legal) can create the contact and matter.

What details carry over?

Answers such as the client's name, contact details and case type map to fields in LEAP (Legal).