1.Captures new matter metadata
Integrate Clio and legal intake tools to capture matter ID, open date, practice area, and description into variables for task mapping.
Create client matter task timeline for new matters
Automatically monitor new matter created events across Clio and Microsoft Outlook. Create and update when new matter opened, practice area matches, or qualification criteria metβso you can create onboarding tasks, schedule staged follow-ups, and notify the assigned owner without manual intake follow-ups.
How this automation protects intake follow-ups
When a new matter is created, intake follow-ups and client update scheduling can stall until someone builds a timeline manually. This automation captures matter metadata and creates onboarding and staged follow-up tasks, then sends an email notificationβso your team can keep next steps on schedule.
Clioor swap with your favorite app
2.Qualifies matters by criteria
Integrate Filter by Zapier and workflow rules to allow only matters in the configured practice area and matching criteria.
Filter by Zapieror swap with your favorite app
3.Creates onboarding client task
Integrate Clio and task templates to create the onboarding task and link it to the matter and client details.
4.Creates staged follow-up tasks
Integrate Clio and scheduling tools to create follow-up tasks with due-date offsets and assign them to the configured owner.
5.Sends owner email notification
Integrate Microsoft Outlook and messaging tools to send a summary email with matter and task links to the assigned owner.
Microsoft Outlookor 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
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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