1.Catches intake payload
Integrate Webhooks by Zapier and intake webhook tools to receive incoming fields and trigger downstream record building.
Create or update client matter from intake webhook
Automatically catch intake payloads across Webhooks by Zapier, Airtable, and Lawmatics. Create and update when intake payload received, client email present, or membership flag includedβso you can triage matters, create records, and enrich contacts without manual triage.
How this automation creates complete client matters
When an intake webhook payload arrives, delays can slow triage and outreach. This automation normalizes fields and upserts client and matter records in Airtable and Lawmaticsβso your team can begin work immediately.
Webhooks by Zapieror swap with your favorite app
2.Normalizes incoming fields
Integrate Formatter by Zapier and data transformation tools to format DOBs and map membership flags to standardized tags.
Formatter by Zapieror swap with your favorite app
3.Finds or creates client record
Integrate Airtable and contact fields tools to find by client email or create a record and return the record ID.
Airtableor swap with your favorite app
4.Finds existing matter
Integrate Lawmatics and matter search tools to locate an existing matter by client email and continue based on status.
Lawmaticsor swap with your favorite app
5.Updates or creates matter and contacts
Integrate Lawmatics and contact records tools to upsert prospect and matter fields and create missing spouse contacts.
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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
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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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