1.Detect task marked complete
Integrate Clio and task management tools to detect when a task is marked complete and start the follow-up workflow.
Create follow-up tasks for default matters on completion
Automatically monitor task status updates across Clio matters. Create and update follow-ups when tasks marked complete, completion status changes, or task status updatesβso you can create follow-up tasks, log time, and post expenses without manual follow-up.
How this automation schedules your next filing deadlines
When tasks get marked complete, the follow-up work can stall and deadlines drift. This automation branches completed task details, creates follow-up tasks and time and expense entries, and updates the matter stageβso your team can keep matters moving.
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2.Branches on completed task
Integrate Clio and workflow routing rules to evaluate the completed task title and route to the correct follow-up path.
3.Creates follow-up tasks
Integrate Clio and task creation workflows to create filing, mailing, and follow-up tasks with relative due dates.
4.Creates time entries
Integrate Clio and time tracking tools to add a preparatory time record with the configured duration.
5.Creates expense entries
Integrate Clio and expense tracking tools to post postage or filing fee expense entries when applicable.
6.Updates matter stage
Integrate Clio and matter workflow tools to update the matter stage to the next configured phase after branching.
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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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