1.Catches incoming portal submission
Integrate Webhooks by Zapier and form submission parsing to receive the portal payload and parse submission fields.
Create client and matter records from portal intake
Automatically catch portal submissions across Webhooks by Zapier and Clio. Create and update client contact records and matters when portal submission received or intake payload includes required fields or intake metadata updatesβso you can deduplicate contacts, map intake fields, and prep matters without manual data entry.
How this automation protects matter-ready intake
When a portal submission arrives without being properly converted, intake can stall and assignments get delayed. This automation catches and filters intake payloads, then finds or creates contacts and creates or updates mattersβso your team can work from clean records.
Webhooks by Zapieror swap with your favorite app
2.Filters portal client submissions
Integrate Filter by Zapier and intake validation logic to continue only for portal client submissions based on event type.
Filter by Zapieror swap with your favorite app
3.Finds person contact by email
Integrate Clio and contact search tools to search by email and map source name into the contact lookup fields.
Clioor swap with your favorite app
4.Creates person contact when missing
Integrate Clio and contact fields to create a person contact when no match is found, including intake custom fields.
5.Creates or updates matter record
Integrate Clio and matter configuration to create or update a matter, mapping client, description, and responsible attorney defaults.
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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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