1.Gets case details
Integrate MyCase and case lookup tools to retrieve the updated case record and map case ID to core matter fields.
Update matter records and archive case folders on close
Automatically detect case status field changes across MyCase, Airtable, Zapier Tables, and Microsoft SharePoint. Create and update when status field changes, case closes, or case reopensβso you can update matter records, refresh index flags, and archive or restore case folders without manual fixes.
How this automation synchronizes case closure records
When case statuses change but records lag, matters can bill and progress with incorrect data. This automation retrieves case details, updates matter records and index flags, and moves the case folder based on close or reopen statusβso your team can keep workflows accurate without manual corrections.
MyCaseor swap with your favorite app
2.Finds or creates matter record
Integrate Airtable and data mapping tools to find by Matter ID and to update matter fields and timestamps.
Airtableor swap with your favorite app
3.Updates index record
Integrate Zapier Tables and reporting tools to set the closed open flag and last updated timestamp for quick lookup.
Zapier Tablesor swap with your favorite app
4.Moves or restores case folder
Integrate Microsoft SharePoint and document library tools to move the folder to the archive path or restore it.
Microsoft SharePointor 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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