1.Captures matching email attachments
Integrate Gmail, email parsing tools, and attachment handling tools to capture incoming PDF bytes and extract the email date.
Save settlement PDFs into client matter folders daily
Automatically capture new settlement PDF attachments across Gmail and map them to the right client matter folders in Clio and Google Drive. Extract dates and matter numbers, then upload and name PDFs for consistent review without manual filing.
How this automation organizes settlement records
When settlement PDFs arrive by email, delays can slow review and create filing gaps. This automation captures attachments and extracts matter info and uploads PDFs to the right foldersβso your team can review without chasing files.
Gmailor swap with your favorite app
2.Continues only for settlement documents
Integrate Filter by Zapier, email rules, and PDF checks to continue only for qualifying settlement agreement messages.
Filter by Zapieror swap with your favorite app
3.Extracts and normalizes matter data
Integrate Formatter by Zapier, filename parsing tools, and date formatting tools to extract the matter number and convert the email date.
Formatter by Zapieror swap with your favorite app
4.Finds the matter by number
Integrate Clio and matter lookup tools to search matters using the extracted matter number for storage mapping.
Clioor swap with your favorite app
5.Uploads PDFs into nested folders
Integrate Google Drive, folder management tools, and document storage tools to create the correspondence path and upload the renamed PDF.
Google Driveor swap with your favorite app
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Attach completed agreement to issue and notify assignee
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Attach completed signed documents to matching records today
Your signed envelopes arrive untracked, leaving contract and candidate records without file links. Files are attached to matching records so coordinators can act same day.
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Attach completed signed documents to onboarding customer record
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Attach executed NDA PDF to the intake record
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Attach incoming unsigned addenda to deal records and folder
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Attach signed agreements to license request records automatically
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Attach signed documents to case records and update ledger
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Attach signed PDF to verification record on signing
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Explore all contract documentation management automations
Organize contract records faster with automated document filing, version tracking, and repository updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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