Case Study: Chi City Legal achieves streamlined project and invoice automation with Zapier

A Small Legal Team Gets by Without Administrative Staff

Chi City Legal, a two-attorney law firm in Chicago, needed help managing casework and administrative tasks without a large support staff. To keep up with client communication, project tracking, and intake, they turned to Zapier to connect tools like Trello, Gmail, Google Sheets, Gravity Forms, and Xero.

Zapier automated Chi City Legal’s workflows by sending client updates from Trello through Google Sheets and Gmail, and by turning new Gravity Forms submissions into Trello cards, spreadsheet rows, Xero contacts, invoices, and follow-up emails. With Zapier, Chi City Legal reduced busywork, kept costs low, and was able to take on more clients while giving more attention to each case.