1.Captures new parsed document
Integrate Parsio and document parsing tools to capture parsed output fields for matter matching.
Create or update matter records from parsed files
Automatically capture new parsed documents across Parsio and Airtable. Create and update matter records when parsed documents include a matter identifier or match document criteria or require ID normalizationβso you can update intake details, refresh billing template fields, and link source file references without manual paperwork.
How this automation keeps your matter records current
When new parsed documents land in your intake workflow, delays can cause out of date intake and billing details. This automation captures parsed matter data, filters and normalizes IDs, and finds and creates or updates records in Airtableβso your team can rely on accurate matters.
Parsioor swap with your favorite app
2.Filters qualifying documents
Integrate Filter by Zapier and document criteria checks to continue only for documents with a matter identifier or configured match.
Filter by Zapieror swap with your favorite app
3.Normalizes matter identifiers
Integrate Formatter by Zapier and text transform tools to normalize matter ID formats and map IDs forward.
Formatter by Zapieror swap with your favorite app
4.Finds matching matters
Integrate Airtable and database lookup workflows to find the Matters record by normalized matter identifier.
Airtableor swap with your favorite app
5.Creates or updates matter records
Integrate Airtable and record update workflows to map parsed fields, update existing matters, or create new ones with file references.
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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
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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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