1.Detect new email in inbox
Integrate Gmail and email parsing tools to detect incoming client emails and route them to matter lookup.
Create matter-linked communications from inbound client emails for case teams
Automatically parse new client emails across Gmail and Clio to match matter references. Extract references and filter vendor messagesβso you can create communications, keep case history current, and reduce manual case entry.
How this automation creates clean matter history
When new client emails arrive with matter references, delayed logging can fragment case history. This automation extracts identifiers and filters vendors, then finds the right matter and creates communication recordsβso your team keeps matters up to date.
Gmailor swap with your favorite app
2.Extract matter reference from subject
Integrate Formatter by Zapier and text transformation tools to pull a matter identifier from the email subject.
Formatter by Zapieror swap with your favorite app
3.Check extracted reference and sender
Integrate Filter by Zapier and vendor domain rules to continue only when a matter match exists and sender is allowed.
Filter by Zapieror swap with your favorite app
4.Find matching matter in Clio
Integrate Clio and records search to look up the matter by extracted number or display identifier.
Clioor swap with your favorite app
5.Create communication in Clio
Integrate Clio and case history records to create a communication and associate it to the found matter.
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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
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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