1.Creates intake record for new matter
Integrate Clio and legal case tools to detect new matters and start intake record creation.
Create matter and payment records for intake office
Automatically capture new matter openings across Clio and create intake and billing records in Airtable for legal teams. Create and update when qualifying matters open, client IDs match, and bills show upβso you can create matter records, add payment entries, and link tracking without manual record entry.
How this automation creates intake tracking records
When new matters arrive in the intake office, billing and tracking can lag behind and intake data gets duplicated. This automation watches new matters, filters and delays processing, then searches bills and creates synchronized matter and payment recordsβso your team can stay aligned.
Clioor swap with your favorite app
2.Filters to configured intake office
Integrate Zapier and workflow rules to continue only when the matter matches your configured intake office.
Email by Zapieror swap with your favorite app
3.Delays for bill record availability
Integrate Zapier and timing controls to wait for bill records to appear before payment entry creation.
4.Searches client and linked bills
Integrate Clio and practice system data to search for the client by client ID and find linked bills.
5.Creates matter and payment records
Integrate Airtable and spreadsheet databases to create records in Matters and Payments tables and map totals and timestamps.
Airtableor 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
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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