1.Detects new matter creation
Integrate Actionstep and case management tools to detect new matter creation and start the matter channel workflow.
Create a matter channel and invite relevant participants
Automatically detect new matter creation in Actionstep across legal collaboration tools. Create and track a case channel when participants are found and invitedβso you can reduce manual coordination and preserve audit-ready records without paperwork.
How this automation creates case channels for matter teams
When new matters get created without a ready collaboration space, coordination slows and channel details get lost. This automation creates a matter channel, invites matched participants, and records the channel ID for future lookupβso your team can collaborate faster without chasing updates.
Actionstepor swap with your favorite app
2.Pulls core matter fields
Integrate Actionstep and data mapping to pull core fields and prepare matter reference and title for naming.
3.Queries participants and emails
Integrate Actionstep to query participants by configured participant types and map participant emails for matching.
4.Looks up users by email
Integrate Slack and user directory lookups to search by email and collect Slack user IDs for qualifying matches.
Slackor swap with your favorite app
5.Creates channel and topic
Integrate Slack and collaboration tools to create a new channel and set the topic to the matter permalink.
6.Invites users to the channel
Integrate Sub-Zap by Zapier and invitation workflows to invite found Slack users using the channel ID.
Sub-Zap by Zapieror swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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