1.Monitors new SMS received
Integrate RingCentral, messaging tools, and contact systems to capture sender number and message details to log client communications.
Create client communication entries from incoming text messages
Automatically monitor new SMS received across RingCentral. Create and update when formatted phone matches a contact and a matter is found so you can speed intake review, keep an auditable trail, and assign the right owner without manual reporting.
How this automation captures auditable intake communications
When new SMS arrives, messages can get lost or handled inconsistently, delaying responses. This automation captures inbound texts, formats phone numbers, and creates matter-linked communication entries in Clioβso your team can act with a clear audit trail.
RingCentralor swap with your favorite app
2.Formats phone numbers
Integrate Formatter by Zapier and phone validation tools to format inbound sender numbers to canonical phone values for matching.
Formatter by Zapieror swap with your favorite app
3.Finds person by phone
Integrate Clio and CRM lookup tools to search by formatted phone and return the first contact match to link communication.
Clioor swap with your favorite app
4.Finds matter for the client
Integrate Clio and case management tools to search matters using the found contact and client association to identify the right matter.
5.Creates a communication entry
Integrate Clio and legal intake tools to create the communication with date and message body and link it to the matter to preserve the audit trail.
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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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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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