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.
Steps to Configure the Create Person Action
Let's understand this with a scenario where a New Appointment is Scheduled, and we want to add the person in Lawcus automatically.
Go to
Automationon the left and click on+ Add workflowunder theWorkflowstab.Add a
Workflow NameandWorkflow Description.Add
Trigger TypeasNew scheduler appointmentand click onContinue.
Complete the
Setupby selecting eitherAny scheduling pageorSpecific teammate scheduling page. Finally, click onContinue.Add the
Create Personaction and clickNext.
Map the fields with the required values. Note that in all scenarios, you have the
Merged Fieldoption, click on it and selectUse Scheduler value from triggerand click on the dropdown option and select the desired field to capture dynamic values.
Enter the
Prefixfor the person being created or selectMerged Fieldto select available values from the Trigger.Enter the
First Nameor selectMerged Fieldto select available values from the Trigger.Enter the
Last Nameor selectMerged Fieldto select available values from the Trigger.You can enter the
EmailandPhonenumber or selectMerged Fieldto select available values from the Trigger.Click
Down Arrowin the field to display a list of available contacts to select from underReferred Bytab, if applicable. Or, clickUse a Custom Valuefor 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.If an
Avatarexists for this person, enter the URL path to the image or selectMerged Fieldto select available values from the Trigger.Enter the
Titleof the person being created or selectMerged Fieldto select available values from the Trigger.Enter the URL for the
Websiteassociated with this person or the organization the person represents, or selectMerged Fieldto select available values from the Trigger. Be sure to include http:// or https:// at the beginning of the URL, as applicable.
If custom fields have been defined for matters, you can select them by clicking the
Custom Fieldsbutton.
Click on the
Tagsbutton to enter tags or keywords for this matter. You can later use these tags to search for this matter.Finally, click on
Saveto complete the workflow.