1.Detect new or updated intake row
Integrate Google Sheets and reporting systems to capture intake submissions from the updated row for downstream processing.
Create matter and intake record from updated row
Automatically monitor new or updated spreadsheet intake rows across Google Sheets. Format submitted dates, create or update matters in Clio, and log intake records so you can mark rows processed without manual reporting.
How this automation accelerates matter intake records
When an intake row updates, missed changes can delay case setup and slow intake processing. This automation formats dates and creates matters and notes and logs records in Airtable and updates your Google Sheets rowβso your team can process intakes faster.
Google Sheetsor swap with your favorite app
2.Formats submitted dates
Integrate Formatter by Zapier and date validation tools to format submitted dates to MM/DD/YYYY for record fields.
Formatter by Zapieror swap with your favorite app
3.Find or create matter
Integrate Clio and client search tools to find an existing matter or create a new matter from intake fields.
Clioor swap with your favorite app
4.Create matter note
Integrate Clio and document note tools to create a matter note from intake notes and location details.
5.Create centralized intake record
Integrate Airtable and database tools to map intake source fields into a centralized intake record.
Airtableor swap with your favorite app
6.Updates row to mark processed
Integrate Google Sheets and workflow status tools to update the source row and mark it as DONE after success.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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