Lawcus + Documentero Integrations

Triggers when the status of an invoice is updated (e.g., from Draft to Approved or from Sent to Paid). Use this trigger to monitor billing progress and automate workflows based on invoice state.

Triggered when a lead is advanced to a new stage in the intake pipeline. Helps automate lead nurturing steps, internal alerts, and CRM status updates for better conversion tracking.

Triggers when a lead is marked as “Not Hired.” Helps you track lost opportunities and kick off follow-up workflows or reporting.

Triggered when a matter transitions between stages within the same workflow. Use this to coordinate task delegation, update internal systems, or notify stakeholders as the matter progresses.

Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.

Triggers when a new communication is logged in the system (e.g., emails, calls, or messages). Ideal for keeping your team or CRM in sync with the latest client interactions.

Initiates the activation of a user activated workflow as part of an automated workflow process.

Generates a new communication entry, such as an email, phone call, or internal message.

Creates a new company or organizational contact. Useful for client intake, corporate record management, and linking to matters or leads.

Adds a new note to an existing contact profile, enhancing client relationship documentation.

Schedules a new event in the calendar. Facilitates appointment setting, court dates, or task deadlines within your legal workflow.

Records a new expense item in the system. Useful for logging reimbursable costs, hard/soft disbursements, or firm-related expenditures.