Lawyer here. Three programs I use are Outlook (email), ToDoist (task management), and Obsidian (Notes and research).
I would like a way to automate the creation of a new folder/project for new clients. When I get a new client now, I manually add a folder in Outlook (under main Clients folder), add a project in ToDoist (under main Clients project), and add a folder in Obsidian (again, under main Clients folder).
Are you running an App like Keyboard Maestro?
If yes, you could maybe create a macro, where you first ask for the clients name with a dialog, and then run a couple of operations (easiest with Shortcuts, I think?) within that macro, to edit the folders with the name from the dialog.
With help from someone on this list, I think sylumer (?), I made an Automator which creates a new folder, with whatever my name for the new matter is, in my current matters folder and a new project in Omnifocus in my “barrister” current work folder.
You may be able to adapt for Todoist, I would expect.
So far I have not found a way to extend this to Outlook (or in my case, Microsoft 365). Microsoft has its own automation called Flow. I have looked at it only cursorily and couldn’t understand it.