1.Detect new calendar events
Integrate Google Calendar and analytics tools to capture new motion event details and extract key fields for processing.
Assign case task list from calendar motion events
Automatically watch new motion events across Google Calendar and your legal ops apps. Extract filing metadata, qualify opposing-party motions, assign configured task lists in Clio, and create audit reporting rowsβso you can avoid manual intake paperwork.
How this automation assigns motion intake tasks
When new motion events arrive in the shared legal calendar, delays can disrupt case timelines. This automation parses filing metadata, filters qualifying motions, assigns the right matter task list, and records an intake row for reportingβso your team can respond faster with fewer errors.
Google Calendaror swap with your favorite app
2.Parse event description metadata
Integrate Formatter by Zapier, text parsing tools, and date utilities to extract filing party and calculate a due date.
Formatter by Zapieror swap with your favorite app
3.Filter qualifying motion criteria
Integrate Filter by Zapier and qualification rules to continue only for valid opposing-party motions and exclude non-matching events.
Filter by Zapieror swap with your favorite app
4.Assign task list to matter
Integrate Clio and practice management workflows to find a matter, assign the configured task list, and notify assignees.
Clioor swap with your favorite app
5.Create intake reporting row
Integrate Airtable and reporting systems to create an audit record with due dates, links, and intake details.
Airtableor swap with your favorite app
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Explore all legal intake management automations
Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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