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ClickUp + Lawmatics

"create new tasks in ClickUp for every new matter added in Lawmatics"

Stay organized and efficient in your law practice with this automation between Lawmatics and ClickUp. When a new matter is added in Lawmatics, a task is instantly created in ClickUp. This helps you streamline your workflow, reducing manual data entry and ensuring every case gets immediate attention. Make your law practice more productive and never lose sight of important matters.

Stay organized and efficient in your law practice with this automation between Lawmatics and ClickUp. When a new matter is added in Lawmatics, a task is instantly created in ClickUp. This helps you streamline your workflow, reducing manual data entry and ensuring every case gets immediate attention. Make your law practice more productive and never lose sight of important matters.

  1. When this happens...
    LawmaticsLawmatics
    Matter Added

    Triggers when a Matter is created.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Lawmatics triggers, actions, and search

    Matter Converted

    Triggers when a PNC Matter is converted.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Contact Created

    Triggers when a Contact is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Custom Form Added

    Triggers when a Custom Form is added.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Matter Added

    Triggers when a Matter is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Appointment Created

    Triggers when an Appointment is created.

    Trigger
    Scheduled
    Try It

    • Custom FormRequired

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    New Note Created

    Triggers when a new Note is created.

    Trigger
    Scheduled
    Try It
  • Lawmatics triggers, actions, and search

    Matter Updated

    Triggers when a Matter is updated.

    Trigger
    Scheduled
    Try It
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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lawmatics logo
lawmatics logo

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.
Learn moreHelp

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