1.Monitor matter updated
Integrate Lawmatics and legal project data tools to detect stage changes and capture naming fields for automation.
Create testing tasks when matter moves to build stage
Automatically monitor matter updated events across Lawmatics and Asana for build stage changes. Create and update tasks when build stage entered, matter stage changes, or key fields updatedβso you can move items into testing, generate verification and recording subtasks, and keep timelines current without manual task tracking.
How this automation accelerates your testing readiness
When matter build stage moves without task alignment, verification work gets delayed and recordkeeping becomes inconsistent. This automation monitors matter updates and moves the matching task and creates assigned subtasksβso your team can keep testing on schedule.
Lawmaticsor swap with your favorite app
2.Find task in project
Integrate Asana and project lookup tools to find the matching parent task and return task ID and assignee.
Asanaor swap with your favorite app
3.Filter qualifying build tasks
Integrate Filter by Zapier and decision rules to continue only when the task is in the configured build section.
Filter by Zapieror swap with your favorite app
4.Move task to testing section
Integrate Asana and workflow mapping tools to move the found task into the Ready for Testing section.
5.Create testing subtasks
Integrate Asana and task scheduling tools to create two subtasks for test steps and recording with due dates one week out.
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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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