1.Detect new submission
Integrate Formstack and intake form tools to capture submission metadata and route qualifying intake details.
Update matter with responsible lawyer from intake form
Automatically monitor new Formstack submissions and intake ownership entries across Formstack and Clio. Create and update when owner field submitted, reference number provided, or owner identifier matchesβso you can set the responsible attorney, enrich matter details, and avoid manual data cleanup without manual paperwork.
How this automation sets responsible attorney quickly
When intake ownership details arrive unstructured, assignments can stall and the wrong attorney can be listed. This automation captures Formstack submission data and updates the Clio matter recordβso your team can keep matters assigned correctly.
Formstackor swap with your favorite app
2.Filter qualifying owner entries
Integrate Filter by Zapier and routing rules to continue only when an owner or assignment entry is included.
Filter by Zapieror swap with your favorite app
3.Find matching matter
Integrate Clio and matter lookup tools to search matters and return the best match from reference fields.
Clioor swap with your favorite app
4.Find matching user
Integrate Clio and identity lookup tools to search users and return the best match for the owner identifier.
5.Update matter with attorney
Integrate Clio and case record tools to update the matter responsible attorney field and key intake metadata.
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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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