Workflow automation
Stop managing repetitive legal work manually.
Build rules once and let Zeivo run them on every case: triggers, conditions, assignments, deadlines and notifications.
New claim intakeActiveSample rule
- TriggerNew claim received
- ConditionCheck documentation is complete
- ActionAssign legal provider by region
- DeadlineCreate response deadline · 20 business days
- NotifyNotify responsible team
- UpdateSet case status to In review
Triggers
New cases, stage changes, SLA and deadline events.
Conditions
Act only when the case meets your criteria.
Actions
Assign, change status, add tags, create notes and alerts, notify.
Execution log
Every run recorded on the case for audit.