This automation creates a matter when someone completes a Microsoft Form.
Trigger
Action(s)
How it works
1
Workflow is triggered when a new response is submitted on a Microsoft Form.
2
Retrieve the response details, which correspond to fields in the create form for a matter type.
3
Create a matter record in LawVu using the details from the Microsoft Form.
Getting started
You can use this template straight away. However, you might wish to modify the questions in the Microsoft Form to match the relevant fields of the selected matter type.
Details
Pricing
Free
Author
LawVu
Categories
Matters
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.