1.Detect new form entry
Integrate Lawmatics and intake forms to detect new post-meeting submissions and route them for provisioning.
Create client matter and participants from meeting form
Automatically monitor new form entries across Lawmatics. Create and update when roster roles are found, matters are created, and intake data is savedβso you can provision participants, capture goals, and link the submission to a matter ID without manual intake paperwork.
How this automation provisions client matters from intake
When new form entries come in, intake can stall and case work waits. This automation creates contacts, looks up roster participants, provisions matters and datacollection, and updates the intake recordβso your team can start faster.
Lawmaticsor swap with your favorite app
2.Find or create contact
Integrate Sub-Zap by Zapier and contact matching tools to find or create contacts and return the Actionstep contact ID.
Sub-Zap by Zapieror swap with your favorite app
3.Lookup team roster
Integrate Zapier Tables and roster lookups to match roles from the form and return participant IDs for assignments.
Zapier Tablesor swap with your favorite app
4.Create matter and participants
Integrate Actionstep and case records to create the matter and add participants using contact and roster IDs.
Actionstepor swap with your favorite app
5.Create datacollection record
Integrate Actionstep and structured intake forms to create the datacollection record and capture client goals from responses.
6.Update intake with matter ID
Integrate Sub-Zap by Zapier and API updates to push the created matter ID back so the submission links correctly.
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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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