1.Monitors client calendar events
Integrate Google Calendar and calendar connectors to detect portal link events and pass event details into the workflow.
Create matter task and log time from client events
Automatically detect new client calendar events with portal links across Google Calendar. Create and update when portal links appear, matter references extract, or tasks qualifyβso you can create matter tasks, log time entries, and reduce manual follow-up without paperwork.
How this automation accelerates matter follow-up
When client calendar events include portal links, follow-up can stall and billable time can be missed. This automation extracts event details and finds the matter and creates tasks and time entriesβso your team can respond to client activity fast.
Google Calendaror swap with your favorite app
2.Extracts text for matter details
Integrate Formatter by Zapier and text parsing tools to extract the matter reference and a shortened message.
Formatter by Zapieror swap with your favorite app
3.Filters qualifying portal events
Integrate Filter by Zapier and validation rules to continue only when the portal URL is present and the matter reference is plausible.
Filter by Zapieror swap with your favorite app
4.Finds the matching matter
Integrate Clio and case management tools to search by the extracted matter reference and return the matched record.
Clioor swap with your favorite app
5.Creates a matter task
Integrate Clio and task management tools to create a task tied to the matter and assign it to the right owner.
6.Creates a time entry
Integrate Clio and time tracking tools to create a brief time entry with a default duration mapped to the matter.
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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
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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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