Lawcus + Smith.ai + Delay by Zapier

Create leads in Lawcus from new calls in Smith.ai

This Zap automatically creates a lead in Lawcus after each new Smith.ai call. Prep your follow-up workflows effortlessly so that you can stay focused on converting prospects.

When this happens...
New Call
Triggers when a new call is created.
TriggerPolling
automatically do this...
Find Contact
Searches for and returns the most recently created contact that matches a specified custom field value.
ActionSearch
then do this...
Delay For
Waits for a set amount of time before completing your Actions.
ActionWrite
then do this!
Create Lead (Person)
Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.
ActionWrite

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Supported triggers and actions

New Call
Triggers when a new call is created.
Trigger
Polling
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- Campaign IDRequired
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write
- Stage
Trigger
Instant
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- Workflow
- Stage
Trigger
Instant
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New Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
Trigger
Instant
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New Flat Fee
Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
Trigger
Instant
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New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
Trigger
Instant
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New Matter Created
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
Trigger
Instant
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New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
Trigger
Instant
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New Time Entry
Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
Trigger
Instant
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- Matter IdRequired
- Date of CommunicationRequired
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- To (Contacts)
- To (Teammates)
Action
Write
- ContactRequired
- CommentRequired
Action
Write
- Timekeeper
- Matter/Lead
- DateRequired
- RateRequired
- QuantityRequired
- Discount
- Activity Category
- Public Note
- Private Note
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write
- Company nameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write
- NameRequired
- Description
- MatterRequired
- Due Date
- Assign Member
Action
Write
- Company
- First NameRequired
- Last NameRequired
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- IdRequired
- Name
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- IdRequired
- Pipeline
- Stage
- Practice
- Client
- Name
- Description
- Open Date
- Due Date
- Close Date
Action
Write
- idRequired
- Name
- Description
- Due Date
Action
Write
- Invoice numberRequired
Action
Search
- Search MatterRequired
Action
Search
- WorkflowRequired
- NameRequired
Action
Search
- NameRequired
Action
Search
- Queue Title
- Zap Step Id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write

- First Name
- Last Name
- NumberRequired
- Email Address
- What should we do?Required
- What if they don't answer?Required
- Language
- When would you like us to call back?Required
- Summary Email
Action
Write
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
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Lead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Trigger
Instant
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Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Trigger
Instant
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New Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
Trigger
Instant
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New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
Trigger
Instant
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New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
Trigger
Instant
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Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
Trigger
Instant
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New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
Trigger
Instant
Try It
Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
Trigger
Instant
Try It
- Workflow IdRequired
- Matter IdRequired
Action
Write
- NameRequired
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- TitleRequired
- Calendar
- Matter
- Start dateRequired
- End dateRequired
- Location
- Description
Action
Write
- AmountRequired
- Matter/LeadRequired
- Timekeeper
- Activity Category
- UTBMS task code
- DateRequired
- Discount
- Description
- Private Note
Action
Write
- CommentRequired
- Lead idRequired
Action
Write
- MatterRequired
- CommentRequired
Action
Write
- NameRequired
- Description
- WorkflowRequired
- StageRequired
- Billing TypeRequired
- Rate
- Client
- Open Date
- Country
- Due Date
- Close Date
- Practice
- Number
- Location
Action
Write
- Timekeeper
- Matter/LeadRequired
- DateRequired
- Description
- Rate
- Discount
- Duration
- Activity Category
- UTBMS task code
Action
Write
- IdRequired
- Lead Type
- First Name
- Last Name
- Email
- Phone
- Lead Source
- Referred by
- Description
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Pipeline
- Stage
- Practice Area
- Location
- Responsible Attorney
- Originating Attorney
- Members
- Tags
Action
Write
- IdRequired
- Company
- First Name
- Last Name
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Search ContactRequired
Action
Search
- NameRequired
Action
Search
- EmailRequired
Action
Search
- Name or EmailRequired
Action
Search
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
Action
Write

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.

Learn more

Related categories

Phone & SMS

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

Learn more

Lawcus + Smith.ai + Delay by Zapier

Create leads in Lawcus from new calls in Smith.ai

New Call

Call Someone (Outreach Campaign Only)

Lead Moved to Stage

Matter Moved to Stage

New Communication

New Calendar Entry

New Flat Fee

New Lead Created

New Matter Created

New Task

New Time Entry

Create Communication

Add Note to Contact

Create Expense Entry

Create Lead (Person)

Create Lead (Company)

Add Task to Matter

Create Person

Update Company

Update Matter

Update Task

Find Invoice

Find Matter

Find Stage on a Pipeline

Find Pipeline

Delay After Queue

Call Someone (Virtual Receptionist)

Invoice State Changed

Lead Not Hired

Matter Closed

New Company Created

New Expense

New Invoice Generated

Lead Converted to Matter

New Person Created

Task Completed

User Activated Workflow

Create Company

Create Event

Create Flat Fee

Add Note to Lead

Add Note to Matter

Create Matter

Create Time Entry

Update Lead

Update Person Contact

Find Contact

Find Lead

Find Newest Matter by Client

Find User

Delay For

Delay Until

About Lawcus

Related categories

Similar apps

Zapier Interfaces

About Smith.ai

Related categories

About Delay by Zapier

Related categories