Google Sheets + Lawcus
Create spreadsheet rows in Google Sheets when matters move to stage in Lawcus
Stay on top of every case progression in your law practice with this handy workflow. When a matter moves to a new stage in Lawcus, this process will seamlessly create a new row in your Google Sheets. It's an ideal tool for organizing essential case details, keeping your team up-to-date, and ensuring seamless progress tracking. Let this automation assist in maintaining an accurate and simple overview of your caseload.
Stay on top of every case progression in your law practice with this handy workflow. When a matter moves to a new stage in Lawcus, this process will seamlessly create a new row in your Google Sheets. It's an ideal tool for organizing essential case details, keeping your team up-to-date, and ensuring seamless progress tracking. Let this automation assist in maintaining an accurate and simple overview of your caseload.
- When this happens...Matter Moved to Stage
Triggered when a matter transitions between stages within the same workflow. Use this to coordinate task delegation, update internal systems, or notify stakeholders as the matter progresses.
- 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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