1.Monitors new communication events
Integrate Clio and email capture tools to detect new client communication events for converting messages into notes.
Create matter note from incoming client emails for triage
Automatically detect new client communications across Clio matter records. Create and attach matter notes when message arrives, when matters are found, or when priority criteria matchβso you can advance triage, keep notes dated, and avoid manual triage without paperwork.
How this automation creates matter notes for triage
When new client communication events hit your intake, delays can stall triage and misplace context. This automation detects messages, finds the right matter, filters qualifying records, and creates and attaches dated matter notesβso your team can triage faster.
Clioor swap with your favorite app
2.Finds matching matter record
Integrate Clio and case lookup tools to search by sender email or matter reference and locate the correct matter record.
3.Filters qualifying records
Integrate Filter by Zapier and rules engines to continue only when a matter is found or priority criteria match.
Filter by Zapieror swap with your favorite app
4.Creates matter note on the matter
Integrate Clio and note capture tools to create and attach dated matter notes from the communication subject and body.
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
Set up in minutes
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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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