1.Maps new matter fields
Integrate Actionstep and legal case intake tools to extract matter ID, participant email, and participant name for comparison.
Mark new matters as conflict or clear for intake
Automatically monitor new matters in Actionstep and map participant email and name across Google Sheets and Zapier Tables. Create and update conflict status when new matter is created, so you can flag conflicts, capture contextual matches, and update intake records without manual conflict-tracking.
How this automation flags conflicts for intake decisions
When a new matter arrives without quick checks, conflicts can slip into review and intake decisions slow down. This automation searches participant details, checks your daily heads-up sheet, and updates your conflict-tracking tableβso your team flags issues faster.
Actionstepor swap with your favorite app
2.Finds participant contact
Integrate Actionstep and contact search tools to look up participants by primary email for comparison fields.
3.Finds daily heads-up matches
Integrate Google Sheets and reporting systems to look up participant email in the daily heads-up worksheet for matched names.
Google Sheetsor swap with your favorite app
4.Updates conflict-tracking record
Integrate Zapier Tables and record management to update the intake record with Conflict or No Conflict and reviewer context.
Zapier Tablesor swap with your favorite app
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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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