Skip to content

Update case records with discovery and BWC statuses

Automatically catch evidence intake payloads across Webhooks by Zapier and Airtable. Create and update case records when evidence intake arrives, discovery status changes, or BWC status updatesβ€”so you can match cases, log KPIs, and refresh discovery and BWC timelines without manual data entry.

How this automation updates case timelines

When evidence intake payloads arrive, mismatched statuses can stall litigation timelines. This automation finds the right case, computes verified status fields, and creates Discovery and BWC KPI entriesβ€”so your team updates records with current timestamps.

  1. 1.Catches Hook payloads

    Integrate Webhooks by Zapier and incoming data pipelines to capture evidence intake payloads for verified case updates.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Finds matching case record

    Integrate Airtable, and database lookup tools to match the webhook Record ID and pull the correct case record.

    Airtableor swap with your favorite app
  3. 3.Normalizes status and timestamps

    Integrate Code by Zapier and data transformation tools to normalize fields and compute derived verification timestamps.

    Code by Zapieror swap with your favorite app
  4. 4.Creates discovery KPI entry

    Integrate Airtable and KPI tracking tools to create a Discovery log entry with verification and timestamp values.

    Airtableor swap with your favorite app
  5. 5.Creates BWC KPI entry

    Integrate Airtable and KPI tracking tools to create a BWC log entry with verification and timestamp values.

    Airtableor swap with your favorite app
  6. 6.Updates case record status

    Integrate Airtable and record management tools to update the case with mapped timestamps and a combined activity log.

    Airtableor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Related automations

  • Apps: Clio, Filter by Zapier, Formatter by Zapier, Microsoft Excel
    Swap with your favorite apps.

    Create affidavit review completion row for matter tracking

    Completed affidavit reviews go unlogged, leaving case managers and supervising attorneys without an auditable trail. Record each completion to a shared tracker for auditability and same-day follow-up.

  • Apps: Gmail, AI by Zapier, Formatter by Zapier, Clio
    Swap with your favorite apps.

    Create calendar hearing reminders from court notice emails

    Court notice emails can hide objection deadlines and docket text, risking missed filings. Parsed deadlines go to matter calendars so your team sees obligations same day.

  • Apps: Mailparser, Filter by Zapier, Clio, Google Calendar
    Swap with your favorite apps.

    Create deadline tasks from parsed hearing notices for cases

    Your hearing notices arrive by email untriaged, leaving deadlines unrecorded and attorneys without prep context. This creates assigned tasks and calendar reminders so teams act before filing deadlines.

  • Apps: Clio, Formatter by Zapier
    Swap with your favorite apps.

    Create follow-up litigation tasks and entries when filing completes

    When you mark a complaint filing task complete, follow-ups like serving, expenses, and time entries are often missed. This creates follow-up tasks and billing-ready records the same day.

  • Apps: Filevine, Filter by Zapier, Formatter by Zapier, Microsoft Excel
    Swap with your favorite apps.

    Update master case list from contingent fee agreement

    Your contingent fee agreements are untracked, leaving case rows missing incident or limitation dates. This keeps your master case list updated so intake proceeds same day.

  • Apps: Actionstep, Hivelight, Zapier Tables, Gmail
    Swap with your favorite apps.

    Update matter milestones when action steps change in your practice

    Your matter milestones fall out of sync when case steps change, leaving coordinators unsure of the next client action. Keep milestone statuses aligned so your team sees accurate next steps same day.

  • Explore all litigation timeline tracking automations

    Clarify case chronology with automated event capture, deadline alerts, and timeline updates

    View all

Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Ready to automate your workflow securely?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.