1.Monitors new filing request email
Integrate Gmail and email inbox pattern matching to detect inbound filing request messages for processing.
Create filing packet, log time, and notify your team
Automatically monitor new filing request emails across Gmail and Clio. Create and update when a matched matter number gets extracted, time gets logged, and a merged filing PDF is sharedβso you can respond fast without manual follow-up paperwork.
How this automation accelerates your filing packets
When a new filing request email matches your inbox search, delays can slow billing and packet delivery. This automation extracts a matter reference, creates billing and calendar entries, merges PDFs, and notifies staff and the attorneyβso your team can file faster.
Gmailor swap with your favorite app
2.Extracts matter number from subject
Integrate Formatter by Zapier and parsing tools to extract the matter number from the email subject for lookup.
Formatter by Zapieror swap with your favorite app
3.Finds matter and creates entries
Integrate Clio and calendaring tools to find the matter and create billing time and calendar entries.
Clioor swap with your favorite app
4.Merges source and address PDFs
Integrate PDF.co and document assembly tools to merge source pleading files and address sheets into one PDF.
PDF.coor swap with your favorite app
5.Uploads PDF and notifies team
Integrate Google Drive + Gmail and document sharing tools to upload the merged PDF and notify staff and the attorney.
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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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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