1.Monitors prospect updated
Integrate Lawmatics and CRM mapping tools to detect prospect decline updates and route closure logic.
Close declined prospects into closed matters in case system
Automatically monitor prospect updates across Lawmatics and your case system. Automatically close matched Filevine projects when decline stage updates, so you can set closed phases, stop follow-up, and keep records aligned without manual alignment.
How this automation closes declined prospects into closed matters
When a prospect is marked declined but case records lag, follow-up keeps running and phases get out of sync. This automation uses Lawmatics updates to find the matching Filevine project, filters already-closed cases, and updates the project phase to closedβso your team can stop unnecessary work.
Lawmaticsor swap with your favorite app
2.Continues only for decline stage
Integrate Zapier filters and case rules to continue only when the prospect stage indicates a decline.
Filter by Zapieror swap with your favorite app
3.Finds matching project by client name
Integrate Filevine and client mapping fields to search projects by mapped client full name and return the first match.
Filevineor swap with your favorite app
4.Stops if project already closed
Integrate Zapier filters and phase checks to stop if the found project phase contains the configured Closed label.
5.Updates project to closed phase
Integrate Filevine and record updates to map the project identifier and set the project phase to the configured Closed phase.
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