1.Detect completed document
Integrate PandaDoc and document processing tools to trigger intake once a completed document is ready.
Create client contact and matter from signed documents
Automatically detect PandaDoc document completed events across PandaDoc and Clio. Create and update when signatures finish, tokens resolve, or dropdown selections mapβso you can clean intake data, build contact and matter records, and attach signed PDFs without manual paperwork.
How this automation accelerates your signed intake setup
When documents are completed, delays can stall matter intake and force manual review. This automation cleans tokens and maps fields, creates the client contact and matter, extracts signature pages, and uploads signed PDFsβso your team can start work faster.
PandaDocor swap with your favorite app
2.Cleans and transforms recipient data
Integrate Formatter by Zapier and data cleanup tools to clean recipient tokens and map dropdown selections to lookup IDs.
Formatter by Zapieror swap with your favorite app
3.Creates person contact
Integrate Clio and contact records tools to create the client contact using mapped name, email, phone, and address tokens.
Clioor swap with your favorite app
4.Creates matter intake record
Integrate Clio and matter fields tools to create the matter, set pending status, and apply lookup values to custom fields.
5.Extracts signature page(s)
Integrate PDF.co and document extraction tools to split signature pages and return hosted file URLs.
PDF.coor swap with your favorite app
6.Uploads signed documents to matter
Integrate Clio and file attachment tools to attach the completed PDF and extracted signature pages to the new matter.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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