1.Detect new inbound intake email
Integrate Gmail, email routing tools, and attachment handling to catch new inbound intake emails and map filing details into the workflow.
Create e-filing work request and calendar entry for matters
Automatically monitor new inbound email matching search or label across Gmail and Clio. Create and update work requests and calendar events when new attorney e-filing requests arrive, matter references extract successfully, or matters are not foundβso you can notify responsible attorneys, link matters, and schedule same-day entries without manual docketing.
How this automation accelerates matter-linked intake
When a new attorney e-filing request lands in the intake inbox, delays can stall case setup and scheduling. This automation watches inbound emails, extracts matter references, finds the right matter, sends work requests, and creates calendar entriesβso your team can move faster.
Gmailor swap with your favorite app
2.Extracts number from subject
Integrate Formatter by Zapier, text extraction tools, and parsing rules to extract a matter or file reference key from the subject.
Formatter by Zapieror swap with your favorite app
3.Finds matching matter
Integrate Clio and matter lookup tools to search for the extracted number or subject text and return the responsible attorney.
Clioor swap with your favorite app
4.Sends standardized work request
Integrate Gmail and email templates to send a work-request message to intake and the responsible attorney with mapped details.
5.Creates linked calendar event
Integrate Clio and calendar scheduling tools to create a same-day event linked to the matter or add it when no matter is found.
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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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