Lawcus + Smith.ai

User Activated Workflow

Initiates the activation of a user activated workflow as part of an automated workflow process.

Create Company

Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.

Create Event

Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.

Create Flat Fee

Creates a flat fee billing entry associated with a specific legal matter.

Add Note to Lead

Adds a new note to a lead record, supporting enhanced lead tracking and context.

Add Note to Matter

Adds a comment or internal note to an existing matter. Use this to log updates, capture insights, or maintain audit trails within the matter record.

Create Matter

Initiates a new legal matter with associated metadata. Perfect for starting new casework, assigning responsible parties, and launching related workflows.

Create Time Entry

Logs a new time entry for billing or internal tracking purposes. Enables timekeeping consistency across client matters and billing workflows.

Update Lead

Updates information for an existing lead record. Supports lead management workflows by reflecting the most recent status or engagement details.

Update Person Contact

Modifies the details of an existing individual contact, ensuring up-to-date contact information.

Find Contact

Searches for and returns the most recently created contact that matches a specified custom field value.

Find Lead

Retrieves an existing lead based on search criteria. Use this to reference, update, or act upon known prospective clients.

Find Newest Matter by Client

Locates the latest matter associated with a given client email address.

Find User

Retrieves details of a team member based on user identification criteria.

Call Someone (Outreach Campaign Only)

Create Communication

Generates a new communication entry, such as an email, phone call, or internal message.

Add Note to Contact

Adds a new note to an existing contact profile, enhancing client relationship documentation.

Create Expense Entry

Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.

Create Lead (Person)

Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.

Create Lead (Company)

Creates a new lead associated with a company or organization. Ideal for managing potential corporate clients from initial inquiry to engagement.

Add Task to Matter

Creates a new task associated with an existing matter. Ideal for assigning follow-ups, setting reminders, or initiating procedural steps within the matter workflow.

Create Person

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

Update Company

Modifies the details of an existing company contact. Maintain up-to-date corporate records and ensure consistency across linked matters.

Update Matter

Applies updates to an existing legal matter, reflecting changes in status, assignments, or related details.

Update Task

Updates the properties or status of a task, enabling dynamic task management and progress tracking.

Find Invoice

Retrieves a specific invoice by using identifiers such as Client ID, Matter ID, or Invoice Number.

Find Matter

Identifies the most recently created matter based on a specified custom field criterion.

Find Stage on a Pipeline

Locates a specific stage within a given pipeline by name. Ideal for assigning leads or matters to the correct phase of your process.

Find Pipeline

Searches for a pipeline in your team’s workspace by name. Useful for dynamic task or lead routing based on specific workflows.

Call Someone (Virtual Receptionist)

Queues an outbound call request. Once triggered, this action will add a recipient with name, number, email address, and timing to the outbound call queue, and we'll give them a call!