- Legal Automation
- Legal Management
- Automated legal case management
Manage legal case tasks
Automating legal case management streamlines the capture, organization, and real-time updating of case information from multiple sources into a centralized workflow. It ensures teams are instantly notified of new matters, status changes, and client communications, minimizing manual monitoring and reducing the risk of missed deadlines. By synchronizing data across forms, emails, CRMs, tables, and collaboration tools, legal professionals can focus on substantive work rather than repetitive data entry.
Filter by common apps:
Lawcus
MyCase
Notion
Clio
Typeform
Filter by Zapier
Gmail
Airtable
Gravity Forms
Mailjet
Webhooks by Zapier
Streak
Storage by Zapier
Sub-Zap by Zapier
Formatter by Zapier
Zapier Tables
Mailparser
Delay by Zapier
PracticePanther Legal Software
Lawmatics
- Create and manage legal cases in Lawcus and MyCase from converted leads
- Create case notes in Clio from new entries in Notion
Create case notes in Clio from new entries in Notion
- Confirm membership, send confirmation email, and create record in Airtable from Typeform submissions
Confirm membership, send confirmation email, and create record in Airtable from Typeform submissions
- Receive notifications and send data to legal CRM from Gravity Forms submissions via Mailjet and Webhooks
Receive notifications and send data to legal CRM from Gravity Forms submissions via Mailjet and Webhooks
- Notify clients, retrieve case details, and send instructions with Streak, Storage by Zapier, Sub-Zap, and Gmail
Notify clients, retrieve case details, and send instructions with Streak, Storage by Zapier, Sub-Zap, and Gmail
- Update legal task in Clio when record is created or modified in Airtable
Update legal task in Clio when record is created or modified in Airtable
- Capture new legal case information, format date, find or create record, and add to Airtable
Capture new legal case information, format date, find or create record, and add to Airtable
- Parse emails, delay actions, find matters, and create tasks in PracticePanther
Parse emails, delay actions, find matters, and create tasks in PracticePanther
- Extract case details from Gmail, create or update matters in Lawmatics
Extract case details from Gmail, create or update matters in Lawmatics