1.Receives and maps sub-zap inputs
Integrate Sub-Zap by Zapier and intake boards to map incoming matter identifier and note text into variables for note creation.
Create matter notes from board items for case records
Automatically receive sub-zap start inputs across Sub-Zap by Zapier, Clio, and Zapier filters. Create and update matter notes when intake note arrives, matter identifier resolves, or secure link appearsβso you can add standard notes, attach secure-link notes, and return note IDs without manual notes.
How this automation creates matter notes for case records
When intake board entries arrive without the right matter record, notes go missing and matters stop staying actionable. This automation receives inputs, creates dated matter notes, and conditionally adds secure-link notesβso your team can keep case records current.
Sub-Zap by Zapieror swap with your favorite app
2.Creates intake matter note
Integrate Clio and legal note fields to create dated administrative matter notes from the mapped note subject and body.
Clioor swap with your favorite app
3.Continues only when link exists
Integrate Filter by Zapier and validation logic to continue only when the secure link variable exists for the same matter.
Filter by Zapieror swap with your favorite app
4.Creates secure link matter note
Integrate Clio and short link notes to create a dated secure-link note for the mapped matter identifier.
5.Returns note IDs to caller
Integrate Sub-Zap by Zapier and workflow routing to return created note IDs and status to the source workflow.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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