1.Detect sub-Zap started
Integrate Sub-Zap by Zapier and automation payload routing to capture incoming nomination payload fields for tracker updates.
Update matter tracker with IME nominations and notify team
Automatically capture IME nomination payloads and update your central matter tracker across Sub-Zap by Zapier, Filter by Zapier, and Google Sheets. Route ambiguous matches to the team and create or update tracker entries when nomination details changeβso you can review cases and avoid manual logging.
How this automation scales matter review
When nomination details arrive in an incoming payload, delays can stall matter tracking and manual triage. This automation receives and filters nominations, formats dates, and updates Google Sheets and notifies the teamβso your team can review cases without manual logging.
Sub-Zap by Zapieror swap with your favorite app
2.Filters forwarded subjects
Integrate Filter by Zapier and workflow rules to continue only when the subject has no forwarding marker.
Filter by Zapieror swap with your favorite app
3.Formats nomination dates
Integrate Formatter by Zapier and date formatting tools to convert raw nomination dates into DD/MM/YYYY for consistency.
Formatter by Zapieror swap with your favorite app
4.Finds matching tracker rows
Integrate Google Sheets and data lookup tools to match the matter identifier and return relevant worksheet rows.
Google Sheetsor swap with your favorite app
5.Counts and classifies matches
Integrate Code by Zapier and branching logic to count matching rows and determine whether updates or review are needed.
Code by Zapieror swap with your favorite app
6.Branches to update or review
Integrate Paths by Zapier and routing logic to choose single match updates or ambiguous match review actions.
Paths by Zapieror swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
Connect your tools
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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