Hivelight & Zapier

Hivelight and Zapier

Hivelight's Zapier integration connects your legal project management platform to over 5,000 business applications — without writing a single line of code. It's the fastest way to eliminate repetitive manual work, reduce data entry errors, and ensure every system your firm relies on stays in sync.

Whether you're connecting Hivelight to your CRM, your accounting software, your intake forms, or your client communication tools, Zapier makes it possible in minutes.

Why Automation Matters for Law Firms

Every manual step in your workflow is a potential bottleneck — and in legal practice, bottlenecks cost money. When a new enquiry arrives, someone has to create a matter, notify the right team member, add it to a tracker, and follow up. When a matter closes, billing needs to be triggered, files need to be archived, and clients need to be notified.

With Hivelight and Zapier, these processes happen automatically — the moment a trigger fires, every downstream action runs without human intervention.

What You Can Automate

Intake Automation

Connect your website contact forms, Typeform surveys, or intake questionnaires to Hivelight. When a potential client submits a form, Zapier automatically creates a matter in Hivelight, assigns it to the right team member, and loads your intake workflow — all before anyone picks up the phone.

CRM Synchronisation

Keep your CRM (HubSpot, Salesforce, Pipedrive, or any other) in perfect sync with Hivelight. When a matter status changes or a milestone is reached, update the corresponding CRM record automatically. No double entry. No stale data.

Billing Triggers

Connect Hivelight to Xero, QuickBooks, or your billing platform of choice. Trigger invoice creation when a matter reaches a specific milestone, or log time entries automatically when tasks are completed.

Notifications and Escalations

Send Slack messages, SMS alerts, or email notifications to specific team members when high-priority tasks become overdue or a critical milestone is approaching. Keep everyone accountable without constant manual follow-up.

Client Communication

Automate client-facing updates. When a matter progresses to a new stage in Hivelight, trigger a personalised email via Mailchimp, ActiveCampaign, or Gmail to keep the client informed — building trust while saving your team time.

Document Filing

When a task is marked complete in Hivelight, automatically create a folder in Google Drive or Dropbox, copy the relevant document templates, and name them according to your firm's convention.

How It Works

Building a Zap with Hivelight is straightforward:

1. Choose a trigger — an event in Hivelight (e.g., a task is completed, a matter is created, a milestone is reached) or an event in another app (e.g., a form is submitted, a payment is received).
2. Choose an action — what should happen next in Hivelight or in the connected app.
3. Test and activate — Zapier handles the rest.

No developers needed. No complex configuration. Most automations can be set up in under 10 minutes.

Popular Hivelight Zaps

• Website form submitted → Create Hivelight matter + load intake workflow
• Hivelight task completed → Create Xero invoice line item
• Hivelight milestone reached → Send client update email via Mailchimp
• New Hivelight matter → Add row to Google Sheets pipeline tracker
• Overdue Hivelight task → Send Slack alert to team leader
• Matter closed in Hivelight → Archive files in Google Drive

Built for Firms at Every Stage

Whether you're a solo practitioner looking to automate routine admin, or a multi-partner firm trying to connect a complex tech stack, Hivelight's Zapier integration scales with you. Start simple, and build sophistication as your processes mature.