1.Monitors new matter module entries
Integrate Zoho CRM and CRM modules to look up related contact and screening records for intake notes.
Create matter and intake task from new case
Automatically provision intake work from new matter entries across Zoho CRM and Clio. Create and update when new matter row appears, linked screening records load, or contact IDs refreshβso you can validate practice mapping, create intake tasks, and write back IDs without manual imports.
How this automation accelerates your intake tasks
When a new matter starts but intake work is not set up right away, case teams lose time and duplicate records can slip in. This automation looks up contacts and screening records, validates mapping rules, and creates matters, tasks, and notes in Clioβso your team can begin without manual imports.
Zoho CRMor swap with your favorite app
2.Applies business rules to compute IDs
Integrate Code by Zapier and validation tools to apply case mapping rules and validate email formats.
Code by Zapieror swap with your favorite app
3.Finds or creates the contact
Integrate Clio and contact matching tools to create or match a person and return the contact ID.
Clioor swap with your favorite app
4.Creates matter, task, and note
Integrate Clio and task management tools to create the matter, intake task, and matter note with intake details.
5.Updates the original matter record
Integrate Zoho CRM and data write-back tools to update the source row with created matter and contact IDs.
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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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