1.Poll for new matters
Integrate Webhooks by Zapier and intake payload parsing to detect new matters and map matter id to matter reference.
Create document requests for new docket matters and log
Automatically monitor new matters in document-collection stage across Webhooks by Zapier and Zapier Tables. Create and update document requests when new matters arrive or case types match or payloads include new case dataβso you can generate requests, build tracking records, and coordinate intake without manual intake coordination.
How this automation creates document requests and intake tracking
When new matters wait in document collection, missed requests can delay case progress. This automation polls matters, filters by case type, maps templates, creates document requests, and logs tracking rowsβso your team can coordinate intake faster.
Webhooks by Zapieror swap with your favorite app
2.Filter qualifying case types
Integrate Filter by Zapier and case-type rules to continue only for configured case types and skip non-matching matters.
Filter by Zapieror swap with your favorite app
3.Lookup template identifier
Integrate Formatter by Zapier and lookup tables to map case type to the configured template name or template id.
Formatter by Zapieror swap with your favorite app
4.Create document request
Integrate Webhooks by Zapier and document-request workflows to create the document request and include matter and client metadata.
5.Create tracking record
Integrate Zapier Tables and spreadsheet databases to create a tracking row with status, timestamp, and request reference.
Zapier Tablesor swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
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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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