1.New meeting form entry
Integrate Cognito Forms and form mapping tools to capture meeting summary fields and start the matter note workflow.
Create matter notes and time entries from meeting forms
Automatically monitor new meeting summary entries across Cognito Forms and Clio. Create and update when billing is flaggedβso you can add matter notes, attach documents, and log billable time entries without manual entry.
How this automation creates billable time coverage
When new Cognito Forms entries arrive, notes and billing can wait and delays can affect case progress. This automation finds the right matter and creates notes and uploads documentsβso your team can capture billable time instantly.
Cognito Formsor swap with your favorite app
2.Find matching matter
Integrate Clio and matter search tools to look up the correct matter using the submitted matter number or client name.
Clioor swap with your favorite app
3.Create matter notes
Integrate Clio and note writing tools to create one or two notes from the meeting summary on the found matter.
4.Upload supporting document
Integrate Clio and document upload tools to attach submitted files to the matter with the meeting date.
5.Check billing flag
Integrate Filter by Zapier and boolean rules to continue only when the billing flag is true.
Filter by Zapieror swap with your favorite app
6.Create time entry for timekeeper
Integrate Paths by Zapier and Clio time entry tools to create a billable time entry for the selected timekeeper.
Paths by Zapieror 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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Step 1
Connect your tools
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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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