1.Detects new form submission
Integrate Jotform and form intake tools to capture submission details and start matter processing.
Create matter updates, calendar entries and appeal notices
Automatically process new court form submissions across Jotform and Clio. Create and update matter records, calendar entries, and appeal notices when submissions include a matter reference, required fields are complete, or an adjourn request is capturedβso you can update records, schedule follow-ups, and notify staff without manual data entry.
How this automation delivers matter updates fast
When court form submissions arrive without an automated path, matter updates and notices stall and staffing misses critical dates. This automation maps submissions to Clio records and creates notices with calendar entries, tasks, and Gmail notificationsβso your team can act immediately.
Jotformor swap with your favorite app
2.Finds matter by ID
Integrate Clio and matter record tools to look up the matching matter and flag submissions when no match exists.
Clioor swap with your favorite app
3.Shortens the prefilled link
Integrate URL Shortener by Zapier and document link tools to shorten a prefilled notice URL with mapped identifiers.
URL Shortener by Zapieror swap with your favorite app
4.Updates the matter record
Integrate Clio and custom field tools to write a matter note and save submission fields and the shortened URL.
5.Routes qualifying submissions
Integrate Filter by Zapier and workflow branching tools to continue only for qualifying records and skip non-matches.
Filter by Zapieror swap with your favorite app
6.Creates calendar entry or task
Integrate Clio and scheduling tools to create a calendar entry for adjourns or a high priority DMS task with due date.
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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