1.Captures new matter payload
Integrate Actionstep and legal workflow tools to capture the new matter payload and reference identifiers to evaluate intake eligibility.
Advance matter status to intake stage on creation
Automatically monitor new matter created events across Actionstep. Automatically advance matters to the configured intake stage when new matter created, matter record added, or intake eligibility is confirmedβso you can filter legacy entries, update stage metadata, and start intake work without manual triage.
How this automation advances your intake workflow
When new matter created events are handled by hand, intake stalls and partners wait on next steps. This automation captures matter payloads and identifiers, filters for qualifying matters, and updates matter stage and intake fieldsβso your team can start work faster.
Actionstepor swap with your favorite app
2.Filters legacy or nonqualifying matters
Integrate Filter by Zapier to skip legacy or nonqualifying matters and continue only for qualifying matters and configured action types.
Filter by Zapieror swap with your favorite app
3.Updates matter stage to intake
Integrate Actionstep and legal case metadata to update the matter stage and map intake fields into case metadata for the configured intake stage.
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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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