1.Detects new matter records
Integrate Salesforce and crm field mapping tools to capture the matter record ID and pull key submission fields to route intake data.
Assign matter paralegal based on matter type to new matters
Automatically monitor new matter records across Salesforce and Paths by Zapier. Create and update when record types match configured paths and paralegal fields are missingβso you can assign matters, update owner references, and notify teams without manual triage edits.
How this automation assigns the right paralegal
When new matter records arrive without an assigned paralegal, intake can stall and triage needs manual edits. This automation evaluates record type paths and updates Salesforce assignments and sends Slack notificationsβso your team can route matters faster.
Salesforceor swap with your favorite app
2.Routes by configured matter type
Integrate Paths by Zapier and conditional logic to evaluate the record type field and continue only for qualifying matter types to control routing.
Paths by Zapieror swap with your favorite app
3.Updates assigned paralegal
Integrate Salesforce and user reference mapping to set the matter-specific paralegal reference and save the record to complete assignment.
4.Sends assignment notification
Integrate Slack and message templates to send a channel message with the record reference and context to notify teams.
Slackor swap with your favorite app
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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
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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