Airtable + CosmoLex

Create new Airtable records from new CosmoLex matters

Streamline your law practice management processes with this workflow. Once a new matter is added in CosmoLex, a record is instantaneously created in Airtable, allowing for cohesive legal case management and effective tracking of case details. Enjoy a simplified, organized way to manage your legal tasks and case data, enhancing productivity within your law firm.

Streamline your law practice management processes with this workflow. Once a new matter is added in CosmoLex, a record is instantaneously created in Airtable, allowing for cohesive legal case management and effective tracking of case details. Enjoy a simplified, organized way to manage your legal tasks and case data, enhancing productivity within your law firm.

  1. When this happens...
    CosmoLexCosmoLex
    New Matter

    Triggers when a new matter is created in the firm.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Record

    Creates a new record with auto-populating fields.

    ActionWrite
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Supported triggers and actions

  • CosmoLex triggers, actions, and search

    New Event

    Triggers when a new event is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Invoice Payment

    Triggers when a new invoice payment is received by the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Note

    Triggers when a new note is created in the firm.

    Trigger
    Instant
    Try It
  • CosmoLex triggers, actions, and search

    New Task

    Triggers when a new task is created in the firm.

    Trigger
    Instant
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

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  • Databases

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cosmolex logo
cosmolex logo

About CosmoLex

CosmoLex is a legal practice management solution with robust matter management, billing, accounting, firm analytics and reporting.

Related categories

  • CRM (Customer Relationship Management)

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