1.Detects new event details
Integrate Google Calendar and calendar triggers to capture event details to route qualifying filings.
Assign task list from new calendar motion event
Automatically monitor new motion event details across Google Calendar and legal ops tools. Create and update matter assignments and reporting records when motions are detected, case numbers are extracted, or filing tags are matchedβso you can reduce manual intake and set deadlines without paperwork.
How this automation accelerates matter assignments
When a new calendar motion event arrives, deadlines can slip and owners may miss critical filings. This automation extracts filing metadata and filters qualifying motions, assigns task lists in Clio and creates reporting rows in Airtableβso you can respond with clear ownership.
Google Calendaror swap with your favorite app
2.Extracts filing metadata
Integrate Formatter by Zapier and parsing tools to extract filing metadata and compute due dates to generate task schedule inputs.
Formatter by Zapieror swap with your favorite app
3.Screens for qualifying motions
Integrate Filter by Zapier and rule-based filtering to continue only qualifying filings to prevent non actionable tasks.
Filter by Zapieror swap with your favorite app
4.Assigns task lists to matters
Integrate Clio and matter management to find the matter by case number and assign the task list to set ownership and due dates.
Clioor swap with your favorite app
5.Creates audit reporting row
Integrate Airtable and reporting tables to create a tracking row with filing and event details to support daily audits.
Airtableor swap with your favorite app
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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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