1.Captures new matter fields
Integrate Clio and matter intake fields to extract the display number, client name, status, created date, and owner to centralize matter data.
Create matter tracking record for new client matters
Automatically capture new matter created in Clio across Clio, Code by Zapier, Zapier Tables, and Microsoft Excel. Automatically create and update when new matter created, intake partner matches, or open intake status startsβso you can extract fields, build a tracking record, and mirror a spreadsheet row without manual data entry.
How this automation keeps matter intake records consistent
When a new matter opens without automation, intake details can get lost in manual entry and cause tracking gaps. This automation captures the matter event, parses custom settlement and referral fields, and creates and updates records in your tracking table and spreadsheetβso your team can work from one source of truth.
Clioor swap with your favorite app
2.Parses custom referral and settlement values
Integrate Code by Zapier and custom field parsing to normalize referral and settlement inputs into booleans and numeric values to prepare tracking fields.
Code by Zapieror swap with your favorite app
3.Creates tracking table record
Integrate Zapier Tables and record mapping to create a normalized matter record with core and parsed settlement and referral fields to centralize intake records.
Zapier Tablesor swap with your favorite app
4.Finds or creates Excel worksheet row
Integrate Microsoft Excel and spreadsheet lookup to find the display number row and update columns or add a new row with normalized values.
Microsoft Excelor 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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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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