1.Monitor new spreadsheet intake row
Integrate Google Sheets, spreadsheet automation tools, and reporting systems to map intake case identifiers and continue for qualifying rows.
Update weekly matter tracker from onboarding call rows
Automatically monitor case name and unique identifier from new spreadsheet rows across Google Sheets and MyCase. Create and update when new intake row submitted, qualifying intake rows appear, or case identifier matchesβso you can enrich metadata, map tracker fields, and create missing tracker rows without manual tracking.
How this automation keeps your matter tracker current
When new spreadsheet rows arrive, unfilled case details cause tracker gaps and delays. This automation looks up case metadata and updates or creates tracker entriesβso your team can keep intake-to-matter records current automatically.
Google Sheetsor swap with your favorite app
2.Search cases for metadata
Integrate MyCase, case lookup tools, and practice area records to search by case name or identifier and return case metadata.
MyCaseor swap with your favorite app
3.Update or create tracker row
Integrate Google Sheets, tracker worksheets, and spreadsheet updates to find or create a row and map MyCase fields and intake fields.
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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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