1.Monitors shared court calendar events
Integrate Google Calendar and calendar triggers to detect new matching events and extract event summary and description into the workflow.
Create matter tasks from calendar motion events automatically
Automatically detect qualifying court motion events across Google Calendar and Clio. Create and update when motion events scheduled, filer text appears, or new case numbers are detected so you can assign motion-response tasks, set due dates, and notify assignees without manual docketing.
How this automation creates motion tasks in Clio your matter team
When a qualifying court motion event is added to your shared calendar, missed updates can stall docket workflows. This automation extracts motion details, filters non qualifying records, and then creates and updates tasks in Clioβso your team can act on time.
Google Calendaror swap with your favorite app
2.Extracts case number and title
Integrate Formatter by Zapier and data mapping tools to extract case number and filer text from event description, and create a short title.
Formatter by Zapieror swap with your favorite app
3.Stops on non motion records
Integrate Filter by Zapier and rule logic tools to continue only when event text indicates a motion and filer is not internal.
Filter by Zapieror swap with your favorite app
4.Creates motion task list for the matter
Integrate Clio and task management workflows to find the matter by case number, assign the motion-response task list, and notify assignees.
Clioor swap with your favorite app
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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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