1.Captures new reception message
Integrate LEX Reception and routing logic to capture call details and map message body and caller fields to variables for later steps.
Create intake notes from reception call messages for cases
Automatically capture new reception call messages across LEX Reception and Filevine. Create and update case intake notes when new message arrives, intake criteria match, or a confirmed client signal is detectedβso you can validate matters, link cases, and populate notes without manual note entry.
How this automation creates intake notes for case records
When new reception call messages arrive without being organized, intake context can be delayed and cases can be mishandled. This automation captures messages, filters qualifying calls, finds matching projects, and appends standardized intake notesβso intake teams get context fast without manual note entry.
LEX Receptionor swap with your favorite app
2.Filters qualifying intake calls
Integrate Filter by Zapier and intake criteria rules to continue only for calls that meet configured intake conditions.
Filter by Zapieror swap with your favorite app
3.Finds matching project
Integrate Filevine and case lookup logic to search for a matching case using caller phone and client identifiers.
Filevineor swap with your favorite app
4.Appends intake note to project
Integrate Filevine and standardized note formatting to append a new intake note to case notes using message source details and caller context.
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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
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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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