1.Detects new matter records
Integrate Clio and matter management tools to capture core fields when a matter record is created or opened.
Create matter folders and upload intake PDF for new matters
Automatically monitor new matter record creation and openings across Clio. Create and update intake documents when practice area and matter type qualifyβso you can organize folders, generate a merged intake PDF, and attach complete records without manual paperwork.
How this automation creates organized intake folders
When a matter is opened without consistent folders and complete intake PDFs, setup delays and missing records slow case work. This automation captures matter fields, formats labels, creates folders, merges intake PDFs, and uploads the document to start with complete recordsβso your team can act faster.
Clioor swap with your favorite app
2.Formats practice area labels
Integrate Formatter by Zapier and transformation tools to map the practice area field into a consistent label.
Formatter by Zapieror swap with your favorite app
3.Qualifies matters for intake
Integrate Filter by Zapier and rules logic to continue only for qualifying matters based on mapped fields.
Filter by Zapieror swap with your favorite app
4.Creates starter folders
Integrate Clio and document workspaces to create correspondence, disbursements, documents, and pleadings folders under each matter.
5.Generates merged intake PDF
Integrate Formstack Documents and document templates to merge client and matter intake fields into a single PDF.
Formstack Documentsor swap with your favorite app
6.Uploads intake PDF to matter
Integrate Clio and document storage to attach the generated PDF URL to the matter record as a matter document.
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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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Bring your apps together so information can move automatically between the tools your team already uses.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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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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