Lawcus + Smith.ai + Filter by Zapier

Create persons in Lawcus from new Smith.ai calls

Smith.ai receptionists answer every new lead who calls your business, but you may need a Lawcus person created for these new leads. Instead of manually creating them yourself, set up this integration to filter for Smith.ai new lead calls only, then automatically create persons in your Lawcus account with first and last name, email, phone number, and address. That way, you'll have every lead whoever called you logged in your case management platform.

When this happens...
New CallTriggers when a new call is created.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create PersonCreates a new individual contact in the system. Supports contact management, client onboarding, or record keeping for individuals.
ActionWrite

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New Call
Triggers when a new call is created.
Trigger
Polling
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- Campaign ID
  Required
- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email Address
- Additional Data Field 1
- Additional Data Field 2
- Additional Data Field 3
Action
Write
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.
Trigger
Instant
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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.
Trigger
Instant
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Matter Closed
Triggers when a legal matter is marked as closed. Perfect for initiating post-matter processes like archiving, invoicing, or client follow-up.
Trigger
Instant
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New Company Created
Triggered when a new organization or company contact is added. Facilitates streamlined integration with business contact records and supports corporate client onboarding processes.
Trigger
Instant
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New Expense
Triggers when a new expense is logged. Use this to automate expense tracking, approvals, or syncing with accounting software.
Trigger
Instant
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New Invoice Generated
Triggered when a new invoice is issued within the system. Enables downstream billing automation, financial tracking, and client notification processes.
Trigger
Instant
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Lead Converted to Matter
Triggered when a lead is successfully converted into an active matter. Ensures smooth transition by initiating matter-specific processes, updating records, and assigning legal resources.
Trigger
Instant
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New Person Created
Triggered when a new individual contact is added to the system. Ideal for syncing personal contact details across CRMs, initiating introductory communications, or updating client profiles.
Trigger
Instant
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Task Completed
Triggers when a task’s status changes to “Completed.” Use this to update progress reports, trigger follow-up tasks, or notify stakeholders.
Trigger
Instant
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- Workflow Id
  Required
- Matter Id
  Required
Action
Write
- Name
  Required
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Title
  Required
- Calendar
- Matter
- Start date
  Required
- End date
  Required
- Location
- Description
Action
Write
- Amount
  Required
- Matter/Lead
  Required
- Timekeeper
- Activity Category
- UTBMS task code
- Date
  Required
- Discount
- Description
- Private Note
Action
Write
- Comment
  Required
- Lead id
  Required
Action
Write
- Matter
  Required
- Comment
  Required
Action
Write
- Name
  Required
- Description
- Workflow
  Required
- Stage
  Required
- Billing Type
  Required
- Rate
- Client
- Open Date
- Country
- Due Date
- Close Date
- Practice
- Number
- Location
Action
Write
- Timekeeper
- Matter/Lead
  Required
- Date
  Required
- Description
- Rate
- Discount
- Duration
- Activity Category
- UTBMS task code
Action
Write
- Id
  Required
- Lead Type
- First Name
- Last Name
- Email
- Phone
- Lead Source
- Referred by
- Description
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Pipeline
- Stage
- Practice Area
- Location
- Responsible Attorney
- Originating Attorney
- Members
- Tags
Action
Write
- Id
  Required
- Company
- First Name
- Last Name
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Search Contact
  Required
Action
Search
- Name
  Required
Action
Search
- Email
  Required
Action
Search
- Name or Email
  Required
Action
Search

- First Name
- Last Name
- Number
  Required
- Email Address
- What should we do?
  Required
- What if they don't answer?
  Required
- Language
- When would you like us to call back?
  Required
- Summary Email
Action
Write
- Only continue if...
  Required
Action
Filter
- Stage
Trigger
Instant
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- Workflow
- Stage
Trigger
Instant
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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.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar event is added. Great for syncing schedules or creating reminders and alerts across platforms.
Trigger
Instant
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New Flat Fee
Triggers when a new flat fee entry is created for a matter. Useful for billing automation or syncing pricing structures across tools.
Trigger
Instant
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New Lead Created
Triggered when a new prospective client (lead) is added to the system. Supports immediate engagement through lead qualification workflows, outreach automation, or system-wide updates.
Trigger
Instant
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New Matter Created
Triggered when a new legal matter is opened in the system. Recommended for launching matter intake procedures, assigning legal teams, or initiating workflow automation.
Trigger
Instant
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New Task
Triggers when a new task is created within a matter or project. Use this to automate task notifications, assignments, or integrations with project tools.
Trigger
Instant
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New Time Entry
Triggers when a new time entry is created. Helpful for syncing time logs with billing tools or tracking productivity in real-time.
Trigger
Instant
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- Matter Id
  Required
- Date of Communication
  Required
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- To (Contacts)
- To (Teammates)
Action
Write
- Contact
  Required
- Comment
  Required
Action
Write
- Timekeeper
- Matter/Lead
- Date
  Required
- Rate
  Required
- Quantity
  Required
- Discount
- Activity Category
- Public Note
- Private Note
Action
Write
- First Name
  Required
- Last Name
  Required
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- Stage
  Required
- Practice Area
Action
Write
- Company name
  Required
- Phone
- Email
- Lead Source
- Referred by
- Street
- City
- State/Province
- Zip/Postal code
- Country
- Description
- Stage
  Required
- Practice Area
Action
Write
- Name
  Required
- Description
- Matter
  Required
- Due Date
- Assign Member
Action
Write
- Company
- First Name
  Required
- Last Name
  Required
- Title
- Website
- Email
- Email Type
- Phone Number
- Phone Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Id
  Required
- Name
- Title
- Website
- Phone
- Phone Type
- Email
- Email Type
- Street
- City
- State
- Zip/Postal Code
- Country
Action
Write
- Id
  Required
- Pipeline
- Stage
- Practice
- Client
- Name
- Description
- Open Date
- Due Date
- Close Date
Action
Write
- id
  Required
- Name
- Description
- Due Date
Action
Write
- Invoice number
  Required
Action
Search
- Search Matter
  Required
Action
Search
- Workflow
  Required
- Name
  Required
Action
Search
- Name
  Required
Action
Search

About Lawcus

Lawcus is a practice management tool that enables lawyers to organize matters and automate consistent processes to help deliver more with transparency and less effort.

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CRM (Customer Relationship Management)

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About Smith.ai

Smith.ai is a call answering & intake service for small & solo businesses. Our live, North America-based virtual receptionists capture & qualify leads, book new clients, and build better relationships with your existing clients.

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Related categories

Phone & SMS

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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