This automation is designed to send a copy of the information provided in the create form.
Trigger
Action(s)
How it works
1
Workflow is triggered when a matter record is created in LawVu.
2
Get information about the matter record, the files and the matter owner.
3
Create an array variable AttachmentsArray to store all the files, get each file and its content and append each file to the AttachmentsArray. This is so that multiple attachments can all be attached in a single send an email step. If there are multi-select fields, create a string variable for each field. For each value selected on that matter, append each to the string. This is so that the many potential values can be output in a single variable in the send email step.
4
Switch (based on Matter Type) to branch the automation for each matter type or group similar types if the email content differs.
5
Under each Matter Type branch of the switch, send an email to the Matter Owner, with the body of the email containing the fields from that matter type, including any string variables set up in step 3, together with some static text to structure the email and explain what each line relates to, and attaching the AttachmentArray to the email.
Getting started
To access this template, you must contact LawVu support or your Customer Success Manager. LawVu (or a LawVu partner) can work with you to customize this automation template for your organization at an additional cost.
Modifying the template
Required:
For each field A used in any of your create forms, initialize a FieldAstring string variable.
Append to string variable, selecting the FieldAstring, and appending the dynamic output from the Get Matters step, selecting the fieldA [label] dynamic content. Selecting a multi-select field as dynamic content in a step will automatically create a ‘for each’ loop around the append to string variable step.
Repeat with string variables for field B, C, as relevant for all multi-select fields.
Optional:
Add extra branches to the switch, for different matter types.
Customize the email text in the Send an email (V2) step within each switch and customize the dynamic field content from the get matter step for each.
Create a string variable for the email CC, and append the email address for each member of the matter, in lieu of only emailing the Matter Owner.
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.