1.Receives call record and transcript
Integrate LEX Reception and call transcript tools to receive call record data and pass caller details to the workflow.
Create matter notes from reception calls for attribution
Automatically capture inbound reception call details across LEX Reception and Clio. Create and update attributed matter notes when new message transcripts arrive or calls qualify or matches resolveβso you can attach call context, preserve attribution, and reduce manual note taking.
How this automation creates attributed matter notes
When new LEX reception messages arrive, manual review can miss the right client and delay attribution. This automation routes qualifying calls, finds the right person and matter, and creates a Clio matter noteβso your team can capture call context fast.
LEX Receptionor swap with your favorite app
2.Filters for qualifying calls
Integrate Zapier filters and workflow rules to continue only when calls meet the qualifying criteria to avoid noise.
Filter by Zapieror swap with your favorite app
3.Finds matching contact
Integrate Clio and contact lookup tools to map caller name and phone and search for the correct person record.
Clioor swap with your favorite app
4.Finds matching matter
Integrate Clio and matter record systems to search for an existing matter and select the resolved matter record.
5.Creates and attaches matter note
Integrate Clio and note templates to create a matter note with call details and attach it to the resolved matter.
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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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