Triggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.

Action creates a new matter and returns an invite link to send to the client.

Pull information for a given matter (by id).

Pull contacts for a given matter (by id).

Pull financial documents that were uploaded as part of the financial intake, for a given matter (by id).

Triggers when there is new event.

Pull information for a specific document (by id).

Pull assets for a given matter (by id).

Pull uploaded documents for a given matter (by id).

Gets a user details based on id.