1.Creates new matter record
Integrate Clio, matter intake systems, and tracking bases to capture new matter payloads and centralize matter data.
Create matter and payment records in centralized tracker
Automatically monitor new matters in Clio across Clio and Airtable. Create and update payment and matter records when a qualifying matter opens, bills are found, and payment data is availableβso you can speed intake alignment, preserve structured billing details, and reduce reporting overhead without manual data entry.
How this automation creates your matter and payment tracker
When new matters open in Clio, intake data can get scattered and payments may be missed. This automation filters and delays intake, then looks up contacts and bills and creates centralized matter and payment recordsβso your team can reconcile faster.
Clioor swap with your favorite app
2.Filters qualifying matters
Integrate Filter by Zapier, routing rules, and intake controls to continue only for qualifying matters and gate processing.
Filter by Zapieror swap with your favorite app
3.Delays for batching window
Integrate Delay by Zapier and scheduling tools to wait for your business window and batch post-entry updates.
Delay by Zapieror swap with your favorite app
4.Looks up contact by client ID
Integrate Clio and contact directories to find the contact by client ID and map contact basics.
5.Finds bill and maps payments
Integrate Clio, billing systems, and payment fields to find the bill for the matter and map payment data.
6.Creates tracker records and payments
Integrate Airtable and database tables to create matter and payment records and update your central tracker.
Airtableor swap with your favorite app
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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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