Estate.Studio + Lawcus

Add Lawcus leads from newly completed RateMyEstate assessments in Estate.Studio

Automatically generate a lead in Lawcus whenever a new RateMyEstate assessment is completed in Estate.Studio, ensuring each assessment is promptly captured as a potential client. This Zap keeps your lead tracking streamlined by connecting completed assessments directly to your CRM, helping you stay on top of new opportunities.

When this happens...
RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
TriggerInstant
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Create Lead (Person)
Creates a new lead associated with an individual. Use this to initiate the intake process for prospective clients who are individuals.
ActionWrite

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Supported triggers and actions

Estate Access Updated
Triggers when the status of estate access or accessible content related to estate access changes.
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Client Added
Triggers when a new client is added.
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Client Contact Added
Triggers when a client (who has granted estate access) adds a contact
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Instant
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Client Note Created
Triggers when a new note is created on a client.
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Instant
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Client Profile Updated
Triggers when a client (who has granted you estate access) updates their profile.
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Instant
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Client Record Updated
Triggers when a client (who has granted estate access) updated a record.
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Instant
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RateMyEstate® Assessment Completed
Triggers when a user completes the RateMyEstate® Assessment.
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Instant
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Team Member Updated
Triggers when a team member gets updated.
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Instant
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- Stage
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- Workflow
- Stage
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New Communication
Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.
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Instant
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New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
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Instant
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New Flat Fee
Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
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Instant
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New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
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Instant
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New Matter Created
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
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Instant
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New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
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Instant
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New Time Entry
Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
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- Matter IdRequired
- Date of CommunicationRequired
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- To (Contacts)
- To (Teammates)
Action
Write
- ContactRequired
- CommentRequired
Action
Write
- Timekeeper
- Matter/Lead
- DateRequired
- RateRequired
- QuantityRequired
- Discount
- Activity Category
- Public Note
- Private Note
Action
Write
- First NameRequired
- Last NameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write
- Company nameRequired
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- StageRequired
- Practice Area
Action
Write
- NameRequired
- Description
- MatterRequired
- Due Date
- Assign Member
Action
Write
- Company
- First NameRequired
- Last NameRequired
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- IdRequired
- Name
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- IdRequired
- Pipeline
- Stage
- Practice
- Client
- Name
- Description
- Open Date
- Due Date
- Close Date
Action
Write
- idRequired
- Name
- Description
- Due Date
Action
Write
- Invoice numberRequired
Action
Search
- Search MatterRequired
Action
Search
- WorkflowRequired
- NameRequired
Action
Search
- NameRequired
Action
Search

Estate Access Requested
Triggers when a professional user requests access to a client's estate.
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Assessment Requested
Triggers when a professional requests a client to complete the RateMyEstate® Assessment.
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Client Contact Updated
Triggers when a client (who has granted estate access) updates a contact.
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Instant
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Client Note Updated
Triggers when a clients' note gets updated.
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Instant
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Client Record Added
Triggers when a client (who has granted estate access) adds a new record.
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Instant
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Client Updated
Triggers when a client is updated.
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Instant
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Team Member Added
Triggers when a new team member is added.
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Instant
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Invoice State Changed
Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.
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Lead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
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Instant
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Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
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Instant
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New Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
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Instant
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New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
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New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
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Instant
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Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
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Instant
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New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
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Instant
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Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
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Instant
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- Workflow IdRequired
- Matter IdRequired
Action
Write
- NameRequired
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- TitleRequired
- Calendar
- Matter
- Start dateRequired
- End dateRequired
- Location
- Description
Action
Write
- AmountRequired
- Matter/LeadRequired
- Timekeeper
- Activity Category
- UTBMS task code
- DateRequired
- Discount
- Description
- Private Note
Action
Write
- CommentRequired
- Lead idRequired
Action
Write
- MatterRequired
- CommentRequired
Action
Write
- NameRequired
- Description
- WorkflowRequired
- StageRequired
- Billing TypeRequired
- Rate
- Client
- Open Date
- Country
- Due Date
- Close Date
- Practice
- Number
- Location
Action
Write
- Timekeeper
- Matter/LeadRequired
- DateRequired
- Description
- Rate
- Discount
- Duration
- Activity Category
- UTBMS task code
Action
Write
- IdRequired
- Lead Type
- First Name
- Last Name
- Email
- Phone
- Lead Source
- Referred by
- Description
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Pipeline
- Stage
- Practice Area
- Location
- Responsible Attorney
- Originating Attorney
- Members
- Tags
Action
Write
- IdRequired
- Company
- First Name
- Last Name
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Search ContactRequired
Action
Search
- NameRequired
Action
Search
- EmailRequired
Action
Search
- Name or EmailRequired
Action
Search

About Estate.Studio

Estate.Studio is a platform for estate planning professionals to collaborate with clients, manage documents, track progress, and streamline the planning process

Related categories

CRM (Customer Relationship Management)

About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Estate.Studio + Lawcus

Add Lawcus leads from newly completed RateMyEstate assessments in Estate.Studio

Estate Access Updated

Client Added

Client Contact Added

Client Note Created

Client Profile Updated

Client Record Updated

RateMyEstate® Assessment Completed

Team Member Updated

Lead Moved to Stage

Matter Moved to Stage

New Communication

New Calendar Entry

New Flat Fee

New Lead Created

New Matter Created

New Task

New Time Entry

Create Communication

Add Note to Contact

Create Expense Entry

Create Lead (Person)

Create Lead (Company)

Add Task to Matter

Create Person

Update Company

Update Matter

Update Task

Find Invoice

Find Matter

Find Stage on a Pipeline

Find Pipeline

Estate Access Requested

Assessment Requested

Client Contact Updated

Client Note Updated

Client Record Added

Client Updated

Team Member Added

Invoice State Changed

Lead Not Hired

Matter Closed

New Company Created

New Expense

New Invoice Generated

Lead Converted to Matter

New Person Created

Task Completed

User Activated Workflow

Create Company

Create Event

Create Flat Fee

Add Note to Lead

Add Note to Matter

Create Matter

Create Time Entry

Update Lead

Update Person Contact

Find Contact

Find Lead

Find Newest Matter by Client

Find User

About Estate.Studio

Related categories

About Lawcus

Related categories

Similar apps

Zapier Interfaces