How do you configure the 'Create Person' action?

One of the key actions within your legal workflow is 'Create Person.' In this guide, we'll walk you through the process of configuring the 'Create Person' action in Lawcus, enabling you to maintain accurate and organized records of individuals associated with your legal matters.

Configuring the 'Create Person' Action: Step-by-Step

1. Add the 'Create Person' action and click 'Next.'

2. Map the fields with the required values.

Prefix: Enter the prefix, (Mr., Mrs., Ms., etc.), for the person being created or click the icon in the field to select from other available values.

First name: Enter the first name or click the icon in the field to select from other available values.

Last name: Enter the last name or click the icon in the field to select from other available values.

Email and Phone: You can enter your Email and Phone number or click the icon in the field to select from other available values.

Referred by: Click the down arrow in the field to display a list of available contacts to select from, if applicable. Or click Use a Custom Value (advanced) for more options.

If you select this option, you will be prompted to select referred-by values from the trigger record or the record referenced by the previous step if this is not the first step.

Avatar: If an avatar exists for this person, enter the URL path to the image or click Use a Custom Value (advanced) for more options.

Title: Enter the title of the person being created or click Use a Custom Value (advanced) for more options.

Website: Enter the URL for the website associated with this person or the organization the person represents, or click Use a Custom Value (advanced) for more options. Be sure to include http:// or https:// at the beginning of the URL, as applicable.

Custom Fields: If custom fields have been defined for matters, you can select them by clicking the "Custom fields" button.

Tags: Click on the Tags button, at the right, to enter tags or keywords for this matter. You can later use these tags to search for this matter.

Configuring the 'Create Person' action in Lawcus workflows is a powerful way to optimize your legal practice management. By automating the process of adding individual records, you can save time, improve efficiency, and ensure data accuracy.