1.Monitors new calendar event
Integrate Google Calendar and calendar data to detect new filing events and map event summary and start date to downstream fields.
Assign motion response task to matter and log
Automatically watch new calendar events across Google Calendar and legal tooling. Get assignments and intake logs when calendar event details indicate a qualifying motion, when organizer and description match a matter, or when dates arriveβso you can assign task lists, record intake, and notify assignees without manual case lookup.
How this automation accelerates motion response intake
When new calendar events land in the intake workflow, delays can happen while humans parse details and locate the right matter. This automation extracts filing metadata, filters qualifying motions, assigns the motion-response task list, and records the intakeβso your team can respond faster.
Google Calendaror swap with your favorite app
2.Extracts filing metadata from event
Integrate Formatter by Zapier and extraction tools to parse case number, filer name, filing description, date received, and file link to fields.
Formatter by Zapieror swap with your favorite app
3.Filters to qualifying motions
Integrate Filter by Zapier and conditional logic to continue only for external filers with motion filing descriptions.
Filter by Zapieror swap with your favorite app
4.Finds matter by case number
Integrate Clio and matter search tools to locate the matching matter using the extracted case number and continue only on a single match.
Clioor swap with your favorite app
5.Assigns motion-response task list
Integrate Clio and task management to assign the configured motion-response task list, set the due date, and notify assignees.
6.Creates intake reporting record
Integrate Airtable and reporting tables to create an intake row with matter details, filer, received date, file link, and event UID.
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
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Step 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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