Update matters in Lawmatics when new forms are filled out in Lawmatics
Streamline your case management process with this Lawmatics workflow. Whenever a form is filled out in Lawmatics, the related case matter is instantly updated. It's the automated solution that optimizes your workflow, ensuring no detail is missed in your case information and saving you time on manual data entry. Stay efficient, organized, and focused on your legal work, not tedious admin tasks with this simple yet powerful workflow.
- When this happens...Filled Out a FormTriggers when a Custom Form Entry is submitted.
- automatically do this!Update MatterUpdate an existing Matter with values.
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More things you can do with Lawmatics
Discover other triggers and actions you can use with Lawmatics
- Matter Converted
Triggers when a PNC Matter is converted.
Try ItTriggerPolling - Contact Created
Triggers when a Contact is created.
Try ItTriggerPolling - Custom Form Added
Triggers when a Custom Form is added.
Try ItTriggerPolling - Matter Added
Triggers when a Matter is created.
Try ItTriggerPolling
- Appointment Created
Triggers when an Appointment is created.
Try ItTriggerPolling - Custom FormRequired
Try ItTriggerPolling- New Note Created
Triggers when a new Note is created.
Try ItTriggerPolling - Matter Updated
Triggers when a Matter is updated.
Try ItTriggerPolling
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