1.Reads new entry and stores attachments
Integrate Cognito Forms and form submission workflows to read new submissions and capture fields to trigger intake processing.
Create and update probate matters from intake forms
Automatically capture probate intake questionnaire submissions across Cognito Forms, LeadConnector, Agents, AI by Zapier, and Lawcus and Sub-Zap by Zapier. Create and update records when intake submission lands, attachments arrive, or key answers include missing pre-filing itemsβso you can populate contacts, link matters, and generate follow-up tasks without manual intake processing.
How this automation creates organized probate matters
When a probate intake submission comes in without complete, connected details, delays can cause missed filing windows. This automation reads new form entries, enriches contacts, links matters, and updates records and tasksβso your team can act faster.
Cognito Formsor swap with your favorite app
2.Adds or updates contact
Integrate LeadConnector and contact mapping tools to add or update contacts and write the contact ID to the workflow record.
LeadConnectoror swap with your favorite app
3.Finds existing matter by petitioner
Integrate Agents and case search tools to find existing matters and map the returned matter ID for downstream updates.
Agentsor swap with your favorite app
4.Analyzes intake for missing items
Integrate AI by Zapier and PII-masking workflows to analyze masked intake data and map recommended petition type and missing items.
AI by Zapieror swap with your favorite app
5.Updates matter and creates tasks
Integrate Lawcus and follow-up task workflows to update matter fields, add AI comments, and create assigned tasks for missing info.
Lawcusor swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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