It's possible to trigger automations in Lawcus when the client submits their questionnaire in DecisionVault, through our direct integration.
There are 3 parts to making this work:
1. Create a custom field in Lawcus
Create a Matter level custom field in Lawcus, make it a "Checkbox" type and give it a name (e.g. "DV Questionnaire Submitted")
2. Map this new custom field in DecisionVault
Open your Lawcus integration settings in DecisionVault (from the integration settings page) and map the new custom field.
3. Set up / change the standard link
In your Lawcus email template change the standard link to include the matter's unique identifier.
The following gets added to the end of the standard link:
This results in links that look like this:
4. Set up the automation in Lawcus
You want to create an automation that triggers when the matter gets updated - and to trigger it at the right time you'll want to set the following entry conditions:
By including the stage you guard against the automation executing erroneously while in other stages
Now a client can click the link from their email, create an account and start on the questionnaire - and then when they submit the questionnaire the workflow in Lawcus gets triggered.