1.Detect invitee created
Integrate Calendly to detect new invitee created events and start case matching.
Create client appointment in case file and send reminders
Automatically monitor new appointment bookings across Calendly. Send SMS and email confirmations, create the matching case calendar entry, and log the inspection expenseβso clients get details without manual follow-up.
How this automation schedules inspections and confirms clients
When new bookings arrive in Calendly, missing case matching can delay scheduling and create follow-up gaps. This automation formats scheduled time, finds or creates the matching matter, creates calendar and expense entries, and sends SMS and email confirmationsβso your clients get accurate details fast.
Calendlyor swap with your favorite app
2.Formats scheduled time
Integrate Formatter by Zapier and reporting tools to format scheduled start into human-friendly date and time text.
Formatter by Zapieror swap with your favorite app
3.Finds matter by submission fields
Integrate Clio and CRM tools to map submission fields to matter custom fields and select the matching matter ID.
Clioor swap with your favorite app
4.Creates calendar entry and expense
Integrate Clio and scheduling tools to create a calendar entry and an expense linked to the matter.
5.Sends SMS confirmation
Integrate TextMagic and messaging tools to send an SMS with formatted date time and location to the client.
Textmagicor swap with your favorite app
6.Sends confirmation email
Integrate Gmail and email routing tools to send an email confirmation with formatted date time and a reply-to.
Gmailor 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
Set up in minutes
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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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