1.Catch Hook intake submission
Integrate Webhooks by Zapier and intake form tools to trigger processing for a new matter request.
Create new client matter and folder from intake form
Automatically catch Gravity Forms submission events and find people across Clio. Create matters with Dropbox folders, send confirmation emails, and log consultation fees for billing without manual paperwork.
How this automation provisions your client matters
When a Gravity Forms intake submission arrives, delays can stall matter setup and billing accuracy. This automation finds or creates contacts, creates a matter and folder, sends a confirmation email, and logs the consultation feeβso your team can launch faster.
Webhooks by Zapieror swap with your favorite app
2.Find person contact
Integrate Clio and contact search tools to look up matching people from submitted name, email, and phone.
Clioor swap with your favorite app
3.Create client matter
Integrate Clio and case management tools to create a new matter and set status to pending and billable.
4.Create client folder
Integrate Dropbox and file organization tools to create a client folder and return a share link for reference.
Dropboxor swap with your favorite app
5.Send confirmation email
Integrate Gmail and email templating tools to send a confirmation to the submitter with next-step links.
Gmailor swap with your favorite app
6.Create consultation expense
Integrate Clio and billing tools to create a consultation fee expense tied to the new matter.
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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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