1.Detect new matter added
Integrate Lawmatics and intake data mapping tools to capture matter attributes and pull related contact fields into your workflow.
Create contact and matter records for new matters
Automatically detect new matter added events across Lawmatics and your operations database. Create and update contact and matter records when practice area and stage lookups resolve, staff emails join, and linked fields are readyβso you can avoid manual reporting and paperwork.
How this automation creates contact and matter records
When new matter added events hit intake, delays and data gaps can slow downstream work. This automation looks up practice area and stage, formats assigned staff emails, and creates or updates contact and matter recordsβso your team can stay organized.
Lawmaticsor swap with your favorite app
2.Lookup practice area and stage
Integrate Zapier Tables and lookup tables to resolve practice area and stage labels from external IDs for destination fields.
Zapier Tablesor swap with your favorite app
3.Iterate assigned staff
Integrate Looping by Zapier and Zapier Tables to iterate assigned staff identifiers and retrieve each staff contact detail.
Looping by Zapieror swap with your favorite app
4.Join staff emails
Integrate Formatter by Zapier and string processing tools to join returned staff contacts into one delimited email list.
Formatter by Zapieror swap with your favorite app
5.Create contact and matter records
Integrate Airtable and database record tools to create or update Contact and Matter records with linked fields.
Airtableor 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
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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