1.Detects new labeled case email
Integrate Gmail and email labeling tools to watch for labeled case emails to trigger case logging.
Log case emails into matters and create time entries
Automatically monitor labeled case emails across Gmail. Clean and log each message in Lawcusβso you can create matter comments, match the right matter, and record time entries without manual email triage.
How this automation logs case emails into matters fast
When a new email with configured label arrives, scattered messages can slow case follow up and time tracking. This automation cleans email content, finds the matching matter, and creates a matter comment and a short time entryβso your team can log details instantly.
Gmailor swap with your favorite app
2.Cleans incoming email body
Integrate ChatGPT (OpenAI) and AI text extraction tools to remove signatures, footers, prior thread text, and HTML to standardize the body.
ChatGPT (OpenAI)or swap with your favorite app
3.Extracts matter search term
Integrate ChatGPT (OpenAI) and AI parsing tools to extract a matter identifier pattern or a formatted client name to build the search term.
4.Finds matching matter
Integrate Lawcus and matter lookup systems to run Find Matter using the extracted search term to locate match results.
Lawcusor swap with your favorite app
5.Creates matter comment
Integrate Lawcus and case collaboration tools to create a matter comment with headers and the cleaned body to attach message references.
6.Creates short time entry
Integrate Lawcus and time tracking systems to create a short time entry using the found matter ID to log case activity.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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