1.Monitor new matters in Clio
Integrate Clio and matter management tools to detect new matters and pull client fields and matter references into the lookup flow.
Create client lookup entry from new matter for reporting
Automatically monitor new and updated matters in Clio across Clio, Filter by Zapier, and Cognito Forms. Create lookup entries and validate client fields when qualifying matters appearβso you can populate reporting, reconcile references, and avoid manual exports without paperwork.
How this automation protects your reporting lookups
When new matters are created or updated, missing or incomplete client references can break reporting and reconciliation. This automation pulls matter and client fields and creates lookup entries in Cognito Forms and filters out blank recordsβso your team can keep reporting populated without manual exports.
Clioor swap with your favorite app
2.Filter for qualifying client data
Integrate Filter by Zapier and validation logic tools to continue only when key client data and matter reference are present.
Filter by Zapieror swap with your favorite app
3.Create client lookup entry
Integrate Cognito Forms and form builders to map client and matter metadata into fields and save a created timestamp.
Cognito Formsor 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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