1.Triggers scheduled intake checks
Integrate Schedule by Zapier to start runs on a custom frequency so you can check your table for flagged entries.
Create personal injury protection cases from flagged entries
Automatically run scheduled checks across Zapier Tables and Filevine to locate flagged entries and queue protection intake work. Create and update case projects and forms when the scan finds qualifying rows and projects are missingβso you can create records, compute required dates, and notify coordinators without manual follow-up.
How this automation creates protection case records
When scheduled scans run but flagged entries are not converted into ready-to-review matters, intake work stalls and projects get missed. This automation finds qualifying rows, creates Filevine projects, and builds intake formsβso your team can act on complete cases immediately.
Schedule by Zapieror swap with your favorite app
2.Finds qualifying flagged records
Integrate Zapier Tables and table lookups to find matching rows so you can select only qualifying intake entries.
Zapier Tablesor swap with your favorite app
3.Loops row references for processing
Integrate Looping by Zapier and iteration logic to loop returned rows so you can process one reference at a time.
Looping by Zapieror swap with your favorite app
4.Searches for an existing project
Integrate Filevine and project matching to find a project by external reference so you can avoid duplicate records.
Filevineor swap with your favorite app
5.Creates a new protection project
Integrate Filevine and project creation to create a new protection project so you can set initial intake phase.
6.Transforms computed case dates
Integrate Formatter by Zapier and date transforms to calculate required statutes and SOL offsets so you can fill form fields.
Formatter by Zapieror 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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