1.Captures inbound SMS event
Integrate Twilio and messaging tools to capture incoming message body, sender number, and timestamp and start matter intake.
Create matter file note from inbound SMS and notify team
Automatically monitor new SMS incoming message received across Twilio, Google Sheets, Code by Zapier, Actionstep, and Gmail. Create and update file notes and send alerts when new SMS arrives, sender number matches a matter, or sender number fails to matchβso you can capture notes, notify the case team, and reduce manual intake.
How this automation creates matter file notes from SMS
When inbound SMS messages arrive, context can get stuck in inboxes and slow down matter intake. This automation captures SMS details, searches and creates matching file notes, and notifies the case teamβso your team can respond faster.
Twilioor swap with your favorite app
2.Looks up recipients and settings
Integrate Google Sheets and lookup tables to read configured parameters and fallback contacts to map notification recipients.
Google Sheetsor swap with your favorite app
3.Normalizes note payload
Integrate Code by Zapier (Python) and data transformation tools to normalize phone digits and timestamps to prepare the note payload.
Code by Zapieror swap with your favorite app
4.Searches matters and creates note
Integrate Actionstep and matter matching to search matters by normalized phone digits and create the file note when found.
Actionstepor swap with your favorite app
5.Sends case notification email
Integrate Gmail and email delivery to send a case team notification with the message summary and note link or fallback list.
Gmailor 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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