Create a parent matter when a new contract document is uploaded (and no parent matter already exists).
Trigger
Action(s)
How it works
1
Workflow is triggered when a new contract document is uploaded on an existing contract record.
2
Retrieve information about the contract record.
3
Add a condition to check whether the parent matter ID on the contract record is empty. Note: You'll need to use a variable to convert the matter ID into a string in order to use the empty() function in the condition.
4
Create a matter, inheriting relevant information from the contract record (i.e. fields in common). This action can be placed inside a case of a switch if different contract characteristics should result in different types of parent matters or additional steps. Then, update the contract field to record the new parent matter ID.
5
(Optional) Add a status message to the LawVu contract record to confirm that an automation has created the parent matter. You could also send custom email notifications—e.g., to the contract owner—to alert them that the parent matter exists and explain why the automation created it.
Getting started
This workflow creates a parent matter for an existing contract record if a new version of the contract document is uploaded.
Many organizations allow self-service for certain contract types, but when changes are made to pre-approved templates, legal counsel may wish to get involved. One approach is to create a parent matter when a new contract document is uploaded and link the new matter to the existing contract record in a parent–child relationship.
Once legal is already involved via a matter, this workflow does not need to run again. Therefore, the flow can be terminated if a parent matter already exists or if the contract record is not of a type that uses a wizard, for example.
Details
Pricing
Free
Author
LawVu
Categories
Contracts
Intake
Power Automate
Requirements
Power Automate, part of Microsoft 365 Power Platform, is a low-code automation platform which allows users to create bespoke workflows that customise and connect their legal workspace, creating effiicency through automation and standardized workflows.
The LawVu connector for Power Platform is required to use this workflow template.