1.Detect updated intake row
Integrate Microsoft Excel and spreadsheet workflows to capture key intake fields and changes to your intake process.
Create new case record from updated intake row
Automatically monitor updated intake rows in Microsoft Excel and build complete case records in MyCase. Create and update when intake row updates, qualifying details appear, or required fields populateβso you can filter good submissions, resolve person and practice area context, and create new cases without manual intake processing.
How this automation creates complete case intake
When updated intake rows arrive with missing context, delays and duplicate matters can multiply. This automation maps intake details, filters qualifying submissions, and creates case records in MyCaseβso your team can respond with accurate context.
Microsoft Excelor swap with your favorite app
2.Continue for qualifying rows
Integrate Filter by Zapier and data validation to stop incomplete intake rows and reduce duplicate case creation.
Filter by Zapieror swap with your favorite app
3.Find person record
Integrate MyCase and contact lookup tools to match by email or phone and return an existing person.
MyCaseor swap with your favorite app
4.Find practice area reference
Integrate MyCase and matter taxonomy tools to resolve the correct practice area reference from intake.
5.Create new case record
Integrate MyCase and case management tools to create a case with intake context and assigned staff.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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