Create new Google Sheets rows for each new matter in Lawcus
This workflow activates when a New Matter arises within Lawcus. It then proceeds to construct a new row in your selected Google Sheets spreadsheet. This process ensures that your Google Sheets document remains up-to-date with the latest Matters from Lawcus, providing a seamless and efficient system without manual data entry. Take control of your legal practice with this powerful automation.
This workflow activates when a New Matter arises within Lawcus. It then proceeds to construct a new row in your selected Google Sheets spreadsheet. This process ensures that your Google Sheets document remains up-to-date with the latest Matters from Lawcus, providing a seamless and efficient system without manual data entry. Take control of your legal practice with this powerful automation.
- When this happens...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.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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.
Try ItLead Not Hired
Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.
Try ItMatter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Try ItNew 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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Stage
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Stage
Try ItNew 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.
Try ItNew 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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