1.Detect step change on a matter
Integrate Actionstep to monitor a matter step change and trigger checklist creation with matter and participant IDs.
Create estate planning checklist for new or updated matters
Automatically monitor a matter step change in Actionstep across Zapier Tables and Process Street. Create and update when the configured step matchesβso you can create checklists, prefill participant fields, and assign tasks without manual setup.
How this automation creates estate planning checklists
When a configured matter step changes, manual kickoff can delay checklist creation and stalled document requests. This automation watches Actionstep step changes and creates standardized checklists and file notesβso your team can start work immediately.
Actionstepor swap with your favorite app
2.Look up participant types
Integrate Zapier Tables to query allowed participant types and return which types to include for enrichment.
Zapier Tablesor swap with your favorite app
3.Find the primary participant
Integrate Actionstep to search by participant ID and map source contact fields into checklist form fields.
4.Create checklist from template
Integrate Process Street to create a checklist from the estate planning template and assign it to firm assignees.
Process Streetor swap with your favorite app
5.Loop through matched participants
Integrate Looping by Zapier to iterate over spouse and partner matches so each participant updates the same checklist.
Looping by Zapieror swap with your favorite app
6.Update checklist with participant fields
Integrate Actionstep to find each matched participant contact and provide spouse specific fields for the checklist.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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