WealthCounsel + Lawcus Integrations

See the kind of workflows teams build with WealthCounsel and Lawcus below — describe the exact one you want above and the Agent builds it on demand.

WealthCounsel + Lawcus When a contact is updated in WealthCounsel, sync the updated profile to Lawcus. See details

Sync newly created leads across CRM platforms When a new lead is captured in WealthCounsel, automatically create or update the matching contact in Lawcus to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Lawcus, update the corresponding opportunity stage in WealthCounsel for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in WealthCounsel, log a status update activity on the corresponding account record in Lawcus. See details

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Triggers & actions for WealthCounsel and Lawcus

Everything WealthCounsel and Lawcus can do inside a workflow — the triggers that start one and the actions that run when it fires.

WealthCounsel Explore WealthCounsel →

A legal practice software platform providing estate planning document assembly, legal education, and practice management resources for attorneys.

Triggers

Update Contact

Triggers when an existing contact is updated from your practice.

New Contact

Triggers when a new contact is created in your practice.

New Matter

Triggers when a new matter is created in your practice.

Updated Matter

Triggers when an existing matter is updated from your practice.

Actions

Create Contact

Creates a new contact.

Create Matter

Creates a new matter.

Delete Contact

Deletes a contact from your practice.

Delete Matter

Deletes a matter from your practice.

Update Contact

Updates an existing contact.

Update Matter

Updates an existing matter.

Lawcus Explore Lawcus →

A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.

Triggers

Invoice State Changed

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.

Lead Moved to Stage

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.

Lead Not Hired

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

Matter Moved to Stage

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.

Matter Closed

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

New Communication

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.

Actions

User Activated Workflow

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

Create Communication

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

Create Company

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

Add Note to Contact

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

Create Event

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

Create Expense Entry

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

Other Legal Practice apps on Knit

Explore more Legal Practice integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.

Case Status

Case Status is a client engagement platform for legal practices that provides mobile case updates and automated messaging.

Clio

Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.

CosmoLex

CosmoLex is a cloud-based legal practice management software incorporating legal billing, trust accounting, and client relationship management.

Gavel

A document automation and legal workflow builder that allows users to create automated document generation systems.

Inform Direct

A company secretarial and corporate governance software designed for UK companies and accounting firms to manage corporate records.

Lawcus

A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.

LEAP (Legal)

A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.

LegalMatch

LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.

View all Legal Practice apps →