1.Detect new document in matter
Integrate Clio and matter management tools to detect new documents in a case and start the filing workflow.
Complete filing task and attach notice to case
Automatically monitor new documents in matters across Clio and Asana. Automatically complete case filing workflows when pleading documents arrive, tasks match the filing title, or billable filings are confirmedβso you can update tasks, attach documents, and record time without manual follow-up.
How this automation completes your filings faster
When new documents land in matters, delays can break filing deadlines and stall billing. This automation parses titles, filters qualifying pleadings, updates tasks and attachments, and records time entry detailsβso your team can close filings without chasing evidence.
Clioor swap with your favorite app
2.Parse document title
Integrate Formatter by Zapier and data transforms to split and trim the document name into a parsed title.
Formatter by Zapieror swap with your favorite app
3.Filter qualifying pleadings
Integrate Filter by Zapier and document rules to continue only for filings that match the expected filing signals.
Filter by Zapieror swap with your favorite app
4.Update task and attach file
Integrate Asana and task management tools to mark the matching task complete, set due now, and attach the document.
Asanaor swap with your favorite app
5.Create time entry
Integrate Clio and billing tools to create a time entry on the matter using the configured note, duration, and rate.
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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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