1.Monitor bill state changes
Integrate Clio and matter tracking tools to detect paid bill status changes and trigger the workflow.
Close paid matters, update tracker, and archive folder
Automatically monitor bill state changes across Clio and legal tracking systems. Create and update when a bill is marked paid, so you can close matters, archive folders, and mark tracking records without manual chasing updates.
How this automation closes paid matters faster
When bill state changes without being reviewed, matters stay open longer and reporting gets out of date. This automation monitors bill status, finds and closes the linked matter, and updates your tracking and archive foldersβso your team can act immediately.
Clioor swap with your favorite app
2.Find matter by bill reference
Integrate Clio and analytics tools to map the bill's matter reference and locate the correct matter record.
3.Continue only for qualifying records
Integrate Filter by Zapier and automation rules tools to proceed only when bills are paid and assignments exist.
Filter by Zapieror swap with your favorite app
4.Update matter status to closed
Integrate Clio and legal operations tools to set matter status to closed and map payment date to close date.
5.Lookup and update tracking record
Integrate Zapier Tables and database tools to find the tracking row by matter ID and set the closed flag to true.
Zapier Tablesor swap with your favorite app
6.Create archived folder in Drive
Integrate Google Drive and document storage tools to create a -closed folder under the tracking parent and archive files.
Google Driveor 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
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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