1.Catches incoming intake payload
Integrate Webhooks by Zapier and JSON handling to catch the intake hook and start intake normalization for case setup.
Create matter record and organized case folders from intake
Automatically catch intake payloads across Webhooks by Zapier and legal tools in Clio and Google Drive. Create and update when intake submitted, files attached, or notes addedβso you can create matters, build folders, and attach starter documents without manual intake setup.
How this automation accelerates your matter setup
When new intake submissions arrive, delays can leave cases unready for review. This automation flattens payloads, creates Clio matters, and organizes Google Drive folders and templatesβso your team can review cases faster.
Webhooks by Zapieror swap with your favorite app
2.Flattens and normalizes payload
Integrate Code by Zapier, JSON parsing, and data mapping to flatten the payload and normalize values for consistent matter creation.
Code by Zapieror swap with your favorite app
3.Creates contacts and matters
Integrate Clio and legal records tools to find or create a contact and create a matter from mapped intake fields.
Clioor swap with your favorite app
4.Creates standardized folder tree
Integrate Google Drive and folder management to find or create the matter top folder and standard subfolders for review.
Google Driveor swap with your favorite app
5.Copies and renames templates
Integrate Google Drive and document templating tools to copy index and discovery templates and rename them by matter display number.
6.Uploads files and creates notes
Integrate Looping by Zapier and cloud file handling to iterate file URLs and create Clio matter notes and calendar entries.
Looping by Zapieror swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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