1.Detect checkbox updates on opportunity
Integrate Salesforce and CRM record lookups to detect the configured checkbox being set to true.
Create hourly matter record when opportunity checkbox is selected
Automatically monitor opportunity field updates across Salesforce, Zapier Tables, and Clio. Create and update when opportunity intake checkbox is set, when attorney rate is present, or when no matter ID existsβso you can create billable matters, set hourly rates, and write matter IDs back without manual data entry.
How this automation accelerates your matter intake
When the intake checkbox sits unprocessed in Salesforce, delays can stall billable work and billing setup. This automation finds account and mapping data, creates and updates Clio matters, and writes matter IDs backβso your team can launch faster.
Salesforceor swap with your favorite app
2.Find account linked to opportunity
Integrate Salesforce and CRM record lookups to locate the affiliated account and map client placeholders.
3.Lookup mapping by opportunity ID
Integrate Zapier Tables and mapping tables to retrieve the linked client contact ID and attorney variables.
Zapier Tablesor swap with your favorite app
4.Create billable matter in Clio
Integrate Clio and practice management records to create the matter and set practice area, pending date, and billable flag.
Clioor swap with your favorite app
5.Update hourly rate when available
Integrate Clio and reporting systems to patch the custom hourly rate using the attorney ID and lookup rate.
6.Update opportunity with matter ID
Integrate Salesforce and CRM record lookups to update the opportunity record with the new matter ID.
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Explore all matter management automations
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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