1.Monitors new matters
Integrate Clio and case database tools to catch newly created matters to centralize intake records.
Create central case record for out-of-area DMV matters
Automatically monitor newly created matters in Clio across Airtable and Slack. Create and update when new matters open, practice area matches, or out-of-area DMV matters appearβso you can create case records, alert intake coordinators, and link back to the right matter without manual intake setup.
How this automation creates centralized case records
When new matters arrive but out-of-area intake setup happens manually, delays can slow legal review and cause missed coordination. This automation watches Clio matters, filters for the right practice area, creates Airtable case records, and notifies coordinatorsβso your intake stays consistent.
Clioor swap with your favorite app
2.Checks practice area match
Integrate Filter by Zapier and legal operations rules to continue only for qualifying out-of-area practice area matters.
Filter by Zapieror swap with your favorite app
3.Creates case record
Integrate Airtable and mapping tools to create a consolidated case record with contact, court, and status fields.
Airtableor swap with your favorite app
4.Sends intake alert
Integrate Slack and team messaging tools to post the matter display number and notify intake coordinators.
Slackor swap with your favorite app
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
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Define the trigger
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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