1.Watch for deal updates in Paid stage
Integrate Pipedrive and legal intake tools to watch for deal moved to configured Paid stage and trigger matter creation.
Create new client matter from paid deal and assign tasks
Automatically monitor deals moved to the configured Paid stage across Pipedrive and Clio. Create and update when deals move into Paid stage, deal notes include details, or a client match failsβso you can create matters, assign onboarding tasks, and start intake without manual intake setup.
How this automation accelerates your client onboarding
When a deal moves to the configured Paid stage, delays in intake kick off and matters can stay unassigned. This automation measures and validates deal details, creates a new matter in Clio, and assigns the initial task listβso your team can start onboarding immediately.
Pipedriveor swap with your favorite app
2.Measures deal text length
Integrate Formatter by Zapier and data mapping tools to measure deal notes or summary text length to support matter creation.
Formatter by Zapieror swap with your favorite app
3.Filters to qualifying descriptions
Integrate Filter by Zapier and validation rules to continue only when the descriptive content is non-empty for intake.
Filter by Zapieror swap with your favorite app
4.Pauses briefly before create
Integrate Delay by Zapier and workflow timing tools to pause for 1 minute to allow linked records to settle.
Delay by Zapieror swap with your favorite app
5.Creates a new matter
Integrate Clio and practice-management workflows to create the matter record with mapped client, description, and stage details.
Clioor swap with your favorite app
6.Assigns the onboarding task list
Integrate Clio and task management tools to assign the initial task list to the new matter and notify assignees.
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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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