1.Monitor new matter action created
Integrate Actionstep and matter tracking tools to capture the new matter record and expose the matter identifier and type to the flow.
Map new legal matter to designated document workspace
Automatically map new matter records across Actionstep and Zapier. Create and update workspace links when new matter created, matter record added, or matter action createdβso you can find case files without manual mapping.
How this automation connects matters to document workspaces
When new matter action created, delays can block access to case files. This automation captures the matter record and filters qualifying types, then sends mapping requestsβso your team can link workspaces without manual mapping.
Actionstepor swap with your favorite app
2.Filter qualifying matter types
Integrate Filter by Zapier and workflow rules to continue only for configured matter types and stop non qualifying records.
Filter by Zapieror swap with your favorite app
3.Send mapping request to endpoint
Integrate Actionstep and document workspace mapping tools to send mapping request fields so the matter links to the right workspace.
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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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