1.Catch step-change events
Integrate Webhooks by Zapier and event payload tools to extract step identifiers and timestamps to start routing decisions.
Route matter step changes to task queues and reminders
Automatically route matter step changes across Webhooks by Zapier, Zapier Tables, Google Sheets, and Slack. Create reminders and update routing context when step-change payloads arrive, source step identifiers update, or matter timestamps changeβso you can act fast without manual follow-up.
How this automation escalates matter tasks faster
When step-change events arrive, missed routing can delay review and downstream work. This automation finds routing values, looks up channel and owner details, and calls Sub-Zap to create reminders and formsβso your team responds immediately.
Webhooks by Zapieror swap with your favorite app
2.Find routing stage value
Integrate Zapier Tables and routing tables to look up the configured stage or routing value to determine actionability.
Zapier Tablesor swap with your favorite app
3.Lookup channel and owner
Integrate Google Sheets and mapping spreadsheets to retrieve channel identifier and acting owner fields to route to the right team.
Google Sheetsor swap with your favorite app
4.Format change timestamp
Integrate Formatter by Zapier and date formatting tools to convert the incoming timestamp to a readable date to pass downstream.
Formatter by Zapieror swap with your favorite app
5.Create reminders and forms
Integrate Sub-Zap by Zapier and task automation workflows to create reminders and generate auditing forms to capture the work.
Sub-Zap by Zapieror swap with your favorite app
6.Send channel instructions
Integrate Slack and notification workflows to post templated instructions and links to configured channels to notify stakeholders.
Slackor swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
Set up in minutes
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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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