Skip to content
  1. Legal Automation
  2. Legal Client Acquisition
  3. Auto-create legal matters

Find or create legal matters based on deal updates

Automatically identifying and tracking new or updated legal matters based on changes in your sales process ensures critical information is never overlooked and reduces manual data entry. By integrating deal progression events with your matter management system, all relevant records are created or updated in real time, maintaining consistency across teams. This streamlined workflow minimizes administrative burden, boosts collaboration, and keeps legal projects on track.

Filter by common apps:

  • Pipedrive
  • Clio