1.Monitor new matter tag intake
Integrate PracticePanther Legal Software and legal intake tagging to capture matter references and account identifiers to map workflow fields.
Create matter tracking row in the shared workbook
Automatically monitor new matter intake in PracticePanther Legal Software across Zapier Tables and Microsoft Excel. Create and update export rows when new matters match configured tags, client context is found, or matter references changeβso you can upsert records, enrich client details, and append workbook rows without manual intake tracking.
How this automation keeps matter tracking rows accurate
When new matters are added but tracking rows stay scattered, intake slows and segmentation suffers. This automation maps new matter identifiers, upserts a single export record, enriches client context, and appends an Excel workbook rowβso your team can use fresh intake right away.
PracticePanther Legal Softwareor swap with your favorite app
2.Find or create export record
Integrate Zapier Tables and spreadsheet exports to match on matter reference or account identifier to ensure one export row per matter.
Zapier Tablesor swap with your favorite app
3.Search client table for context
Integrate Zapier Tables and client enrichment fields to look up client details by name or description and map returned context to the export record.
4.Append enriched row to workbook
Integrate Microsoft Excel and workbook tracking to add a row with enriched client description, matter number, title, and reference.
Microsoft Excelor swap with your favorite app
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Add new matter entries to your closing tracker
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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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