1.Monitors new emails in INBOX
Integrate Gmail, inbox routing, and email parsing to detect new intake email messages.
Create matter-linked email triage entries for intake team
Automatically monitor new email messages in INBOX across Gmail and Clio. Create and update when emails include matter referencesβso you can extract tokens, find matching matters, and create communication records without manual triage.
How this automation accelerates your intake triage
When inbox emails arrive without a captured matter reference, delays can stall intake review and response. This automation parses sender and subject details, extracts the matter token, and updates Clio with the right communicationβso your team can triage faster.
Gmailor swap with your favorite app
2.Extracts matter token from subject
Integrate Formatter by Zapier and text extraction tools to pull a matter reference token from the email subject.
Formatter by Zapieror swap with your favorite app
3.Filters to qualified external emails
Integrate Filter by Zapier and sender validation tools to continue only when a token exists and the sender is external.
Filter by Zapieror swap with your favorite app
4.Finds the matching matter
Integrate Clio and matter lookup tools to search by the extracted matter reference and treat no match as a miss.
Clioor swap with your favorite app
5.Creates a communication on matter
Integrate Clio and intake mapping tools to create the communication record with email content and the matched matter ID.
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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
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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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