1.Captures new matter payload
Integrate Clio and legal metadata mapping tools to capture new matter fields and prepare variables to centralize intake metadata.
Create matter intake file in shared storage for new matters
Automatically capture new matter details in Clio across legal operations workflows. Create and update shared intake files when qualifying attorney and practice-area rules matchβso you can format tokens, generate intake lines, and prep billing-ready data without manual reporting.
How this automation streamlines matter intake files
When new matters appear in Clio, delays can slow downstream folder creation and billing. This automation captures matter metadata, filters and formats fields, and creates shared intake text filesβso your team can move faster without manual file creation.
Clioor swap with your favorite app
2.Filters qualifying attorney entries
Integrate Filter by Zapier and rules logic tools to continue only when originating and responsible attorneys are present to qualify intake records.
Filter by Zapieror swap with your favorite app
3.Transforms fields into filename tokens
Integrate Formatter by Zapier and data transformation tools to normalize practice labels and convert status flags to generate intake-ready tokens.
Formatter by Zapieror swap with your favorite app
4.Creates shared intake text file
Integrate Dropbox and shared storage tools to create the delimited intake file line by line to deliver downstream intake inputs.
Dropboxor 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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