1.Monitors updated spreadsheet row
Integrate Google Sheets, spreadsheet processing, and reporting tools to detect qualifying rows and trigger folder setup.
Create matter folders with practice subfolders when ready
Automatically monitor updated spreadsheet rows across Google Sheets and Google Drive. Create and update when status changes to ready, rows pass dedupe, or practice area is setβso you can create standardized matter folders, generate intake subfolders, and prepare filings without manual folder setup.
How this automation organizes your matter folders
When an updated spreadsheet row is marked ready, inconsistent folder setup can slow intake and delay filing prep. This automation filters qualifying rows, finds or creates the matter folder, and creates practice subfoldersβso your team can keep intake and filings consistent.
Google Sheetsor swap with your favorite app
2.Filters for ready rows
Integrate Filter by Zapier and status rules to continue only for rows marked ready.
Filter by Zapieror swap with your favorite app
3.Finds matching matter folder
Integrate Google Drive, search tools, and folder templates to find the matter folder by constructed title.
Google Driveor swap with your favorite app
4.Creates matter folder if missing
Integrate Google Drive and folder templates to create the matter folder and assign its parent path.
5.Creates practice subfolders
Integrate Paths by Zapier and Google Drive to branch by practice area and create standard subfolders.
Paths 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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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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