1.Find client contact for matter
Integrate Clio and identity lookup tools to return contact email and phone so you can map core matter identifiers.
Assign closing tasks and notify intake channels for closed matters
Automatically monitor matter closed events across Clio, Slack, and Google Sheets. Create and update when a matter closes or jurisdiction is missingβso you can notify closure channels, log review rows, and assign the right closing task list without manual follow-up.
How this automation protects post-close ownership
When a matter closes, delays can leave owners unclear and timelines at risk. This automation finds the linked client, posts closure and intake messages, records the closure in a review sheet, and assigns jurisdictional closing tasksβso your team can act fast with clear due dates.
Clioor swap with your favorite app
2.Post closure summary in channel
Integrate Slack and message templates to post a short closure summary so your team can stay aligned on practice area context.
Slackor swap with your favorite app
3.Post intake-ready message
Integrate Slack and intake coordination tools to send an intake-ready message so intake coordinators can act with key client details.
4.Add row to review worksheet
Integrate Google Sheets and reporting systems to add a review row so you can capture closure fields for audit and analysis.
Google Sheetsor swap with your favorite app
5.Route by jurisdiction and assign tasks
Integrate Filter by Zapier and legal task lists to assign the configured jurisdictional closing task list so owners get correct targets and due dates.
Filter by Zapieror swap with your favorite app
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Add new matter entries to your closing tracker
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Add new matters to the intake tracker spreadsheet
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Add new matter to central database and notify team
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Add original close-date note to the matter record
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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
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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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