1.Detects new matter intake
Integrate Clio to watch for new matters and to trigger folder automation.
Create matter and client folders in team storage
Automatically monitor new matter creation in Clio and check team storage across Dropbox. Create and update folders when intake happensβso you can create client folders, build nested matter folders, and keep assets ready without manual folder setup.
How this automation creates ready folders for each matter
When new matters start in Clio, delays can block intake, billing, and marketing assets. This automation looks up clients, searches and creates Dropbox folders, and builds nested matter directoriesβso your team can access everything immediately.
Clioor swap with your favorite app
2.Finds the matter client contact
Integrate Clio and CRM lookups to identify the client contact for each new matter.
3.Searches for client folder
Integrate Dropbox and folder search to look for an existing client folder by contact name.
Dropboxor swap with your favorite app
4.Creates client folder when missing
Integrate Dropbox and directory templates to create a client folder when no match is found.
5.Creates matter folder
Integrate Dropbox and folder structure to create the matter folder inside the client folder.
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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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