1.Captures new matter details
Integrate Clio to use the New Matter trigger data to start onboarding for each created intake.
Send welcome email with onboarding info to client
Automatically monitor new matter creation across Clio and Microsoft Outlook. Send welcome emails when matters qualify, contacts validate, or emails are missingβso you can confirm eligibility, resolve the right recipient, and onboard clients without manual triage.
How this automation streamlines client onboarding
When new matters are created, delays can stall onboarding and create back-and-forth. This automation captures matter details, qualifies the intake, resolves the primary contact, and sends a templated welcome email with portal instructionsβso your team can onboard faster.
Clioor swap with your favorite app
2.Filters qualifying matters
Integrate Filter by Zapier to continue only for qualifying matters and skip internal or test patterns.
Filter by Zapieror swap with your favorite app
3.Finds primary client contact
Integrate Clio to look up the primary client using the client reference from the new matter.
4.Validates contact email
Integrate Filter by Zapier to continue only when the found contact has an email address.
5.Sends welcome onboarding email
Integrate Microsoft Outlook to send a templated welcome message with portal onboarding instructions.
Microsoft Outlookor swap with your favorite app
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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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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
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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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