Create new client profile and matter in Lawcus from Cognito Forms submission

Create new client profiles and matters in Lawcus when a new entry is submitted through Cognito Forms. This accelerates client onboarding and case initiation, ensuring you have all necessary information at your fingertips.

Create new client profile and matter in Lawcus from Cognito Forms submission

Workflow preview:

Zap details:

Overview

Create new client profiles and matters in Lawcus when a new entry is submitted through Cognito Forms. This accelerates client onboarding and case initiation, ensuring you have all necessary information at your fingertips.

Create new client profile and matter in Lawcus from Cognito Forms submission