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  • Lawcus logoLawcus logo

Jotform + Lawcus

Create new persons in Lawcus for each new submission in Jotform

Managing law firm clients becomes easier with this efficient workflow. Whenever there's a new submission in JotForm, it will create a new person entry in your Lawcus app immediately. Thus, ensuring your legal service has accurate and up-to-date information about its clients. Make vital updates easy and routine with this helpful solution.

Managing law firm clients becomes easier with this efficient workflow. Whenever there's a new submission in JotForm, it will create a new person entry in your Lawcus app immediately. Thus, ensuring your legal service has accurate and up-to-date information about its clients. Make vital updates easy and routine with this helpful solution.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    LawcusLawcus
    Create Person

    Creates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
  • Lawcus triggers, actions, and search

    Invoice State Changed

    Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • Stage

    Trigger
    Instant
    Try It
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

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About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.