Create new matter in Trustate from Lawmatics form submission

Create new matters in Trustate when a custom form is filled out in Lawmatics, ensuring all relevant client information is captured efficiently for faster onboarding and improved case management.

Create new matter in Trustate from Lawmatics form submission

Workflow preview:

Zap details:

Overview

Create new matters in Trustate when a custom form is filled out in Lawmatics, ensuring all relevant client information is captured efficiently for faster onboarding and improved case management.

Create new matter in Trustate from Lawmatics form submission