1.Detects new client email
Integrate Gmail and email parsing tools to pass email subject and body into your triage workflow.
Create matter triage task from client inbox emails
Automatically monitor new inbound client emails across Gmail, Formatter by Zapier, and Clio. Create matter triage tasks when request text is extracted, priority keywords detected, or matter-matching emails receivedβso you can create task records, draft task descriptions, and assign pending work without manual inbox triage.
How this automation accelerates client matter triage
When new inbound client emails hit your inbox, delays can slow responses and leave requests unassigned. This automation parses email requests and creates and assigns pending matter tasksβso your team can act faster on client needs.
Gmailor swap with your favorite app
2.Parses request details
Integrate Formatter by Zapier and regex or text parsing to extract the client request section for the task.
Formatter by Zapieror swap with your favorite app
3.Creates pending matter task
Integrate Clio and matter task systems to create a pending task and attach it to the matching matter.
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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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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