1.Monitors referral update creation
Integrate Lexamica and workflow mapping tools to detect new referral updates and trigger the referral-to-workflow lookup.
Create matters and contacts instantly from referral updates
Automatically detect referral update creation across Lexamica. Create and enrich contacts and open matters in Clio from qualifying referrals so intake can triage cases same day.
How this automation accelerates case intake
When a referral update is created, delays can stall intake and slow triage. This automation monitors referrals and filters qualifying updates, fetches referral details, then creates contacts and open matters in real timeβso your team can assign cases faster.
Lexamicaor swap with your favorite app
2.Filters qualifying referrals
Integrate Filter by Zapier and intake criteria rules to continue only for qualifying referrals and matching update types.
Filter by Zapieror swap with your favorite app
3.Fetches full referral details
Integrate Lexamica and data mapping tools to look up referral details and map client name, contact, and incident summary.
4.Looks up record mapping
Integrate Zapier Tables and reporting lookups to find case-type mappings and set a practice area fallback.
Zapier Tablesor swap with your favorite app
5.Creates contact and matter in Clio
Integrate Clio and practice management data to create a contact and an open matter with the referral reference recorded.
Clioor 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
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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