Streamline your matter management with Zapier
Automatically route and track legal matters across intake, calendars, documents, and case systems. Create and update workflows when matters open, deadlines shift, or records change—so you can keep cases moving, reduce admin work, and improve visibility without manual data entry.
Automate matter management across your legal operations tools, including:
Automation templates
- Apps: Clio, Filter by Zapier, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add completed hearing notes to attorney scorecard spreadsheet
Your completed hearing tasks stay only in the practice system, leaving scorecards incomplete and delaying reporting. The workflow logs case summaries and dates recorded automatically for timely review.
- Apps: Trello, Zapier Tables, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add completed matter rows to the assigned lawyer sheet
Your completed Trello matter cards aren't captured in lawyer spreadsheets, causing missing invoice context. It adds a matter row to the assigned lawyer sheet so billing and reporting are ready same day.
- Apps: Jotform Enterprise, Email by Zapier, Zoho CRMSwap with your favorite apps.
Add driver intake submissions to matter records automatically
Your driver intake submissions for potential gig-class plaintiffs sit unprocessed, delaying outreach and case setup. You capture records and start intake workflows same day.
- Apps: Microsoft Office 365, Code by Zapier, ChatGPT (OpenAI), Trello, Google SheetsSwap with your favorite apps.
Add email summaries and log entries to matter cards
Your matter emails arrive with no summary, leaving you unable to triage requests or spot billable work. Get concise summaries attached to matter cards and logged for quick review before end-of-day.
- Apps: ClickSend SMS, Formatter by Zapier, Actionstep, URL Shortener by Zapier, Microsoft Office 365Swap with your favorite apps.
Add incoming SMS to matter and notify team
Incoming SMS to matters arrive unlogged, leaving claims staff without sender context or a linked file. The workflow logs each SMS to the matter and alerts the claims team so they can act same day.
- Apps: Gmail, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add labeled case emails to a matter tracking sheet
Your labeled case emails go uncounted, leaving investigators without a quick date view and delaying follow-up. Log subjects and dates to a shared sheet so counts and review are available same day.
- Apps: Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add legal case closing rows to tracking sheet
Your case-closing form entries often go unrecorded, leaving program coordinators without complete client histories. Capture each submission into a central sheet, giving staff accurate reports same day.
- Apps: Clio, Filter by Zapier, Google SheetsSwap with your favorite apps.
Add litigation matters to tracking sheet for attorneys
You lack a reliable log of new litigation matters, leaving attorneys and operations without a centralized intake list for triage and scheduling. It provides an up-to-date intake list for same-day review.
- Apps: Clio, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add new matter entries to your closing tracker
You get new matters but no shared closing tracker row, so closers and billing staff miss context and deadlines. Teams get up-to-date closing records for same-day billing readiness.
- Apps: PracticePanther Legal Software, Formatter by Zapier, Google SheetsSwap with your favorite apps.
Add new matters to the intake tracker spreadsheet
Your firm’s new matter details often remain unrecorded, delaying intake triage and impeding billing readiness. Coordinators get searchable intake rows so they can act same day.
- Apps: Actionstep, Airtable, SlackSwap with your favorite apps.
Add new matter to central database and notify team
Your new matter entries in the practice system often miss owner context, causing intake delays. Keep matter records synced and notify intake staff so work starts within minutes.
- Apps: Clio Formatter von ZapierSwap with your favorite apps.
Add original close-date note to the matter record
When matters close without preserving the original close date, your docket records lack historical context and billing is delayed. You receive a stamped matter note with the original close date same day.
- Apps: Cognito Forms, ClioSwap with your favorite apps.
Add phone messages to matter communications for intake
Your phone message submissions often go unlogged, leaving attorneys without call context for urgent matters. They are added to matter records so staff can triage and call back same day.
- Apps: Phaxio, Google Drive, Google AI Studio (Gemini), Pipedrive, Google SheetsSwap with your favorite apps.
Add received fax to client matter and notify owner
Your incoming client faxes lack matter context, slowing triage and delaying attorney review. Get faxes logged, linked to the right matter, and routed to owners same day.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
What is matter management automation?
Matter management automation uses software to route and track legal matters without manual data entry. Teams can open matter records, assign next steps, and update stakeholders when matter details change.
COMMON MATTER MANAGEMENT CHALLENGES
Missing matter changes until deadlines slip
Slow response to new matter intake
Manual updates across matter systems
No unified view of matter activity
Transform your matter management with Zapier
Zapier helps legal teams build more reliable matter management automation without adding more manual process. Route matter intake, track deadline changes, and update matter records—and that's just the start.
Matter intake routing
New matters reach the right team faster
Zapier automates the handoff from legal matter intake to the right owner and workflow. New submissions from Jotform, Gmail, or Lawmatics can create records, assign reviewers, and post alerts in Slack. That means legal teams start triage faster and miss fewer intake details.
Intake form routing
Send each new matter submission to the right queue based on type, urgency, or requester. Jotform entries can create records and alert the right legal contact right away.
Conflict review alerts
Notify reviewers the moment a new legal matter needs conflict screening. Alerts can land in Slack or Gmail with the intake details attached for faster decisions.
Practice area assignment
Route matters to the right legal team based on category, office, or client. This keeps employment, contract, and litigation work from piling up in one inbox.
Matter record creation
Create a new record in Clio, Actionstep, or Filevine as soon as intake is approved. Key matter data is captured once, so the team avoids rekeying the same details.
Stakeholder intake notices
Keep requesters informed when a matter is received or assigned. Automatic updates through Gmail or Microsoft Outlook reduce status-check emails and give legal operations a cleaner intake trail.
So funktioniert's
Matter management automation connects your tools, detects matter updates and deadline signals, and triggers workflows automatically. Monitor intake, assignments, and milestone changes in real time—without manually checking records.
Schritt 1
Connect your tools
Integrate platforms like Clio, Actionstep, Filevine, matter intake tools, and legal calendars to centralize matter data.
Schritt 2
Define triggers
Set conditions for new matters, status changes, deadline updates, or record changes.
Schritt 3
Automate & measure
Send alerts, create tasks, update trackers, and continuously track matter lifecycle improvements automatically.
Ready to automate your entire workflow?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.