1.Monitors opportunity stage changes
Integrate Salesforce and CRM workflows to fetch the signed opportunity plus related Account and Contact so you can prepare record mapping.
Create new client matter from signed opportunity record
Automatically monitor opportunity stage changes to Signed across Salesforce, Google Sheets, Clio, and Gmail. Notify intake and responsible attorneys when signed opportunities need matter links, contacts require matching, or attorney mapping is missingβso you can create matters, update opportunity links, and share summaries without manual paperwork.
How this automation accelerates signed matter onboarding
When opportunity stage changes to Signed, intake can get blocked by missing contact and matter setup. This automation fetches opportunity context, maps fields and defaults, then creates people and matters, links them in Salesforce, and notifies intakeβso your team can onboard faster.
Salesforceor swap with your favorite app
2.Looks up record and attorney mappings
Integrate Google Sheets and mapping spreadsheets to lookup practice area, lead source IDs, and attorney user IDs to map values for creation.
Google Sheetsor swap with your favorite app
3.Normalizes contact and attorney defaults
Integrate Formatter by Zapier and data cleanup tools to create fallback email and apply a responsible attorney default to finalize inputs.
Formatter by Zapieror swap with your favorite app
4.Finds or creates person and matter
Integrate Clio and case management tools to find or create a person and create a matter with practice area and configured custom fields.
Clioor swap with your favorite app
5.Updates opportunity with matter link
Integrate Salesforce and CRM record updates to store the matter link and external case id so the opportunity stays connected.
6.Sends Gmail intake notification
Integrate Gmail and email notification tools to send the matter link and contact summary to configured intake and attorney owners.
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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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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