1.Detects pushed matter fields
Integrate Zapier Chrome extension and matter tracking tools to look up the matching matter record for each closure payload.
Create closure notes and follow-up messages for matters
Automatically monitor new push fields for matters across Clio and Microsoft Excel. Create and update when closure flags arriveβso you can create closure notes, draft client review emails, and mark trackers Closed without manual reconciliation.
How this automation accelerates your closure follow-up
When a matter closure gets flagged, delays can stall client communication and post-closing work. This automation creates matter notes and draft emails and updates tracking statusβso your team can close out matters confidently.
Zapier Chrome extensionor swap with your favorite app
2.Finds and matches the matter
Integrate Clio and data lookup workflows to locate the correct matter using the pushed matter identifier.
Clioor swap with your favorite app
3.Creates a closure note
Integrate Clio and document note tools to create a dated matter note with review and close-letter choices.
4.Creates draft client email
Integrate Microsoft Outlook and email templating tools to create a draft only when the contact has an email address.
Microsoft Outlookor swap with your favorite app
5.Creates close-letter data route
Integrate Formstack Documents and document merge tools to send name and address fields for the close-letter merge.
Formstack Documentsor swap with your favorite app
6.Updates tracker row status
Integrate Microsoft Excel and spreadsheet tracking tools to find the matter row and set status to Closed with a timestamp.
Microsoft Excelor 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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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
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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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