1.Detects new documents in a matter
Integrate Clio to watch new documents and pull the related matter reference to trigger downstream processing.
Send signed affidavit notice to intake and counsel
Automatically watch new documents in a matter across Clio and shared document lists. Get instant alerts when signed affidavit detected, matter reference found, or signed status confirmedβso you can notify intake, attach the affidavit PDF, and brief the responsible attorney without manual follow-up.
How this automation notifies intake on signed affidavits
When new signed affidavit files land unverified, intake and counsel can miss time-sensitive next steps. This automation watches for newly listed documents, confirms signed status, finds the correct matter, and sends an email notification with the PDFβso your team can act quickly.
Clioor swap with your favorite app
2.Finds the matching matter
Integrate Clio to find matter records by the related matter reference from the document listing.
3.Confirms signed status for files
Integrate Formatter by Zapier to inspect filename or PDF text for a signed indicator and continue only for qualifying files.
Formatter by Zapieror swap with your favorite app
4.Sends email with affidavit PDF
Integrate Gmail to send the signed affidavit PDF as an attachment to intake, and CC the responsible attorney with matter context.
Gmailor swap with your favorite app
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