Create new matter folders in Clio when new matters are added
Effortlessly coordinate your practice management with this useful Clio workflow. Once a new matter is added in your Clio app, a corresponding matter folder is promptly created, ensuring your information is well-organized and readily accessible. This automation increases efficiency, keeps your practice neatly structured, and eliminates the hassle of manually creating new folders.
Effortlessly coordinate your practice management with this useful Clio workflow. Once a new matter is added in your Clio app, a corresponding matter folder is promptly created, ensuring your information is well-organized and readily accessible. This automation increases efficiency, keeps your practice neatly structured, and eliminates the hassle of manually creating new folders.
- When this happens...
New MatterTriggers when a new matter is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Matter Folder
Creates a new folder in a matter.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clio Contact ID #Required
Prefix
First name
Middle name
Last name
Title
Date of Birth
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Client
Client Reference
Matter Description
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierRelated Zap Templates
- Create Gmail labels from new Clio matters
- Create Trello cards for new matters in Clio
- Turn new Clio Matters into Google Contacts
- Add new Clio contacts to Mailchimp lists
- Create Clio matters from new Google Forms responses
- Add tags to Evernote with new Clio matters
- Log new Toggl time entries in Clio
- Create tasks in Google Tasks from new tasks in Clio for seamless workflow management
- Create Microsoft To Do tasks for new Clio tasks
- Create contacts in Microsoft Outlook for new contacts in Clio
- Create Gmail labels for new matters in Clio
- Track new Clio activities and send offline conversions in Google Ads
- Create tasks in Motion for new tasks in Clio
- Create Clio contacts when new Gavel workflows complete
- Create new Clio contacts from Gravity Forms submissions
- Format numbers for new Clio contacts with Formatter by Zapier
- Create new person contacts in Clio from new submissions in Jotform
- Create new Clio tasks from Microsoft To Do's new tasks
- Create Slack channel messages for new Clio matters
- Create Dropbox folders for new Clio matters to streamline organization
- Create communications in Clio for new emails in Microsoft Outlook
- Create Todoist tasks for new Clio tasks
- Create new ClickUp tasks when Clio task statuses are updated
- Create people in Clio via new Wufoo forms
- Add new Evernote notes to Clio matters
- Send funnel events to Facebook Conversions from Clio
- Create Toggl projects from new Clio matters
- Create new tasks in Clio whenever new tasks are added to Google Tasks
- Create Clio matters when new workflows are completed in Gavel
- Add new Clio contacts to Google Ads customer list
- Create Clio person contacts from new Squarespace form submissions
- Create calendar entries in Clio for new Calendly invitees
- Create and update contacts in Microsoft Outlook when new contacts are added in Clio
- Create Clio contacts from new Unbounce form submissions
- Create new contacts, matters, and calendar entries in Clio from new Acuity Scheduling appointments
- Create time entries in Clio for new events from Google Calendar
- Create folders in OneDrive for new Clio matters to streamline organization
- Create Constant Contact contacts from new Clio activities
- Create new tasks in Clio when automation rules in Wix are triggered
- Update Google Tasks when task status updates in Clio
- Create new Clio matters for new Jotform submissions
- Create Clio person contacts from new Calendly invitees
- Create Evernote notebooks for new Clio matters to streamline case management
- Create new communications in Clio when new sms/mms are sent from RingCentral
- Create matters in Clio for new HubSpot companies
- Create Asana projects from new Clio matters
- Create tasks in ClickUp from new matters in Clio
- Add new contacts in Clio Contact to Pipefile
- Update monday.com item names when new activities occur in Clio
- Create items in monday.com from new matters in Clio
- Add new contacts to Contacts+ to create clients in Clio
- Add new Basecamp 2 to-dos as tasks in Clio
- Send SMS messages when new communications are created in Clio
- Create WebMerge documents from new Clio matters
- Create ShareFile folders from Clio matters
- Save new Clio contacts to ShareFile as new client users
- Create ShareFile folders from new Clio matters
- Create new Clio tasks from new ShareFile files
- Send new Clio clients a RightSignature template for signature
- Create Webmerge contracts for new clients in Clio
- Create ServeManager jobs from new Clio matters
- Populate WebMerge document templates with info from new Clio matters
- Create matters in Clio from transcribed documents completed in Philips SpeechLive
- Add a new Client in New Freshbooks when a new Person is created in Clio
- Create TimeHero tasks from new tasks in Clio
- Get notified when contacts upload new documents to Clio
- Add new Clio contacts to LoyaltyLoop
- Pull resume data using CandidateZip from new files in OneDrive to create new persons in Clio
- Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail
- Add Clio person contacts by parsing resume data with CandidateZip from new files in Box
- Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
- Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
- Create Clio person records for new Google Drive files parsed by CandidateZip Resume/Job Parser
- Create Precisely contracts when new Clio matters are created
- Create matters in Clio from new messages created in AnswerForce
- Create communications in Clio from new forms submitted in DocupletionForms
- Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail
- Create Clio calendar events from new ClientRock meetings
- Find users and create StarLeaf meetings from new Clio calendar entries
- Create matters in Clio from new messages created in AnswerConnect
- Upload new PHOTO iD photos to matters in Clio
- Upload new labeled PHOTO iD photos to matters in Clio
- Upload new zip files in PHOTO iD to matters in Clio
- Create Clio tasks from new calendar events in Call Tools PCC
- Share updates from Clio as funnel events to Facebook Conversions
- Create person contacts in Clio when Abby Connect receptionists send new receptionist messages
- Create person contacts in Clio from new Abby Connect chats
- Create Clio person contacts from new Moneypenny messages
- Create company contacts in Clio from new Moneypenny messages
- Create matters in Clio from new Woodpecker questionnaires
- Update case statuses in Case Status when tasks are newly-updated in Clio
- Send messages in Case Status for newly-updated task statuses in Clio
- Send Case Status messages for new calendar entries in Clio
- Close cases in Case Status when new matters are updated in Clio
- Send Case Status messages for newly-created matters in Clio
- Create sessions in Gavel and send Microsoft Outlook emails for new Clio contacts
- Send Microsoft Outlook emails for sessions in Gavel when new matters are added in Clio
- Create or update Clio matters when new Woodpecker questionnaires are submitted and upload them
- Populate documents in Woodpecker from newly-updated task statuses in Clio and upload them
Related Zap Templates
- Create Gmail labels from new Clio matters
- Add new Clio contacts to Mailchimp lists
- Log new Toggl time entries in Clio
- Create contacts in Microsoft Outlook for new contacts in Clio
- Create tasks in Motion for new tasks in Clio
- Format numbers for new Clio contacts with Formatter by Zapier
- Create Slack channel messages for new Clio matters
- Create Todoist tasks for new Clio tasks
- Add new Evernote notes to Clio matters
- Create new tasks in Clio whenever new tasks are added to Google Tasks
- Create Clio person contacts from new Squarespace form submissions
- Create Clio contacts from new Unbounce form submissions
- Create folders in OneDrive for new Clio matters to streamline organization
- Update Google Tasks when task status updates in Clio
- Create Evernote notebooks for new Clio matters to streamline case management
- Create Asana projects from new Clio matters
- Update monday.com item names when new activities occur in Clio
- Add new Basecamp 2 to-dos as tasks in Clio
- Create ShareFile folders from Clio matters
- Create new Clio tasks from new ShareFile files
- Create ServeManager jobs from new Clio matters
- Add a new Client in New Freshbooks when a new Person is created in Clio
- Add new Clio contacts to LoyaltyLoop
- Add Clio person contacts by parsing resume data with CandidateZip from new files in Box
- Create Clio person records for new Google Drive files parsed by CandidateZip Resume/Job Parser
- Create communications in Clio from new forms submitted in DocupletionForms
- Find users and create StarLeaf meetings from new Clio calendar entries
- Upload new labeled PHOTO iD photos to matters in Clio
- Share updates from Clio as funnel events to Facebook Conversions
- Create Clio person contacts from new Moneypenny messages
- Update case statuses in Case Status when tasks are newly-updated in Clio
- Close cases in Case Status when new matters are updated in Clio
- Send Microsoft Outlook emails for sessions in Gavel when new matters are added in Clio
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- Create Trello cards for new matters in Clio
- Create Clio matters from new Google Forms responses
- Create tasks in Google Tasks from new tasks in Clio for seamless workflow management
- Create Gmail labels for new matters in Clio
- Create Clio contacts when new Gavel workflows complete
- Create new person contacts in Clio from new submissions in Jotform
- Create Dropbox folders for new Clio matters to streamline organization
- Create new ClickUp tasks when Clio task statuses are updated
- Send funnel events to Facebook Conversions from Clio
- Create Clio matters when new workflows are completed in Gavel
- Create calendar entries in Clio for new Calendly invitees
- Create new contacts, matters, and calendar entries in Clio from new Acuity Scheduling appointments
- Create Constant Contact contacts from new Clio activities
- Create new Clio matters for new Jotform submissions
- Create new communications in Clio when new sms/mms are sent from RingCentral
- Create tasks in ClickUp from new matters in Clio
- Create items in monday.com from new matters in Clio
- Send SMS messages when new communications are created in Clio
- Save new Clio contacts to ShareFile as new client users
- Send new Clio clients a RightSignature template for signature
- Populate WebMerge document templates with info from new Clio matters
- Create TimeHero tasks from new tasks in Clio
- Pull resume data using CandidateZip from new files in OneDrive to create new persons in Clio
- Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
- Create Precisely contracts when new Clio matters are created
- Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail
- Create matters in Clio from new messages created in AnswerConnect
- Upload new zip files in PHOTO iD to matters in Clio
- Create person contacts in Clio when Abby Connect receptionists send new receptionist messages
- Create company contacts in Clio from new Moneypenny messages
- Send messages in Case Status for newly-updated task statuses in Clio
- Send Case Status messages for newly-created matters in Clio
- Create or update Clio matters when new Woodpecker questionnaires are submitted and upload them
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- Turn new Clio Matters into Google Contacts
- Add tags to Evernote with new Clio matters
- Create Microsoft To Do tasks for new Clio tasks
- Track new Clio activities and send offline conversions in Google Ads
- Create new Clio contacts from Gravity Forms submissions
- Create new Clio tasks from Microsoft To Do's new tasks
- Create communications in Clio for new emails in Microsoft Outlook
- Create people in Clio via new Wufoo forms
- Create Toggl projects from new Clio matters
- Add new Clio contacts to Google Ads customer list
- Create and update contacts in Microsoft Outlook when new contacts are added in Clio
- Create time entries in Clio for new events from Google Calendar
- Create new tasks in Clio when automation rules in Wix are triggered
- Create Clio person contacts from new Calendly invitees
- Create matters in Clio for new HubSpot companies
- Add new contacts in Clio Contact to Pipefile
- Add new contacts to Contacts+ to create clients in Clio
- Create WebMerge documents from new Clio matters
- Create ShareFile folders from new Clio matters
- Create Webmerge contracts for new clients in Clio
- Create matters in Clio from transcribed documents completed in Philips SpeechLive
- Get notified when contacts upload new documents to Clio
- Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail
- Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
- Create matters in Clio from new messages created in AnswerForce
- Create Clio calendar events from new ClientRock meetings
- Upload new PHOTO iD photos to matters in Clio
- Create Clio tasks from new calendar events in Call Tools PCC
- Create person contacts in Clio from new Abby Connect chats
- Create matters in Clio from new Woodpecker questionnaires
- Send Case Status messages for new calendar entries in Clio
- Create sessions in Gavel and send Microsoft Outlook emails for new Clio contacts
- Populate documents in Woodpecker from newly-updated task statuses in Clio and upload them