1.Monitors new matter creation
Integrate Clio and legal operations tools to map the matter identifier for downstream processing.
Calculate client age and update matter record field
Automatically monitor new matter creation across Clio and Zapier. Create and update computed client age fields when matter created or birthdate present or custom field update neededβso you can keep intake ready, reduce cleanup work, and update billing details without manual data entry.
How this automation updates client age data
When new matter created, missing age details can slow intake and complicate downstream billing work. This automation maps the client birthdate, calculates age, and updates your matter custom fieldβso your team can act on accurate intake data.
Clioor swap with your favorite app
2.Finds the matter client contact
Integrate Clio and contact lookup tools to retrieve the contact birthdate fields for the matter.
3.Filters records with missing DOB
Integrate Filter by Zapier and data validation tools to continue only when a birthdate exists.
Filter by Zapieror swap with your favorite app
4.Calculates client age from DOB
Integrate Code by Zapier and scripting tools to calculate age from the birthdate and return the value.
Code by Zapieror swap with your favorite app
5.Updates the matter age custom field
Integrate Clio and custom field mapping tools to update the matter record with the computed age.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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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