1.Monitor converted prospect events
Integrate Lawmatics and intake systems to detect converted prospect events and map IDs for matter note creation.
Create matter notes from converted prospect records instantly
Automatically monitor converted prospect/matter events across Lawmatics and Clio. Get instant context when prospect converts, conversion completes, or a matter match is foundβso you can create notes, enrich details, and associate records without manual note entry. Create and update Clio matter notes after the 10 minute delay.
How this automation accelerates matter intake context
When a converted prospect/matter event fires, note context can lag and intake gets repetitive. This automation waits, looks up the right matter, and creates Clio notes from prospect notesβso your team can move faster with complete context.
Lawmaticsor swap with your favorite app
2.Wait after conversion event
Integrate Delay by Zapier and timing controls to wait 10 minutes and allow post-conversion processing.
Delay by Zapieror swap with your favorite app
3.Look up matching matter record
Integrate Zapier Tables and record lookup tools to find the matching matter record and continue only when a match exists.
Zapier Tablesor swap with your favorite app
4.Iterate note IDs for details
Integrate Looping by Zapier and list processing tools to iterate note IDs and fetch each note's full details.
Looping by Zapieror swap with your favorite app
5.Fetch full note details
Integrate Code by Zapier and mapping logic tools to fetch note subject, body, and created time for each note.
Code by Zapieror swap with your favorite app
6.Create matter note in Clio
Integrate Clio and practice management records to create a matter note and associate it with the matched matter.
Clioor swap with your favorite app
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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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