1.Watches updated task status
Integrate Clio, matter task tracking tools, and scheduling systems to read updated task status and details to trigger next actions.
Create next-phase tasks when dismissal task is completed
Automatically monitor task status changes across Clio. Create and update next-phase tasks, time and expense entries, and matter stage updates when dismissal tasks are marked complete, when dismissal step names match, or when due dates are setβso you can prevent manual follow-up.
How this automation accelerates next-phase task setup
When a dismissal task is updated to complete, delays can disrupt schedules and ownership. This automation creates next tasks and billing entries and updates matter stagesβso your team sets owners and timelines right away.
Clioor swap with your favorite app
2.Stops non dismissal tasks
Integrate Filter by Zapier and workflow rules engines to continue only when status is Complete and dismissal step names match.
Filter by Zapieror swap with your favorite app
3.Routes by dismissal step name
Integrate Paths by Zapier and assignment mapping tools to branch logic based on the matched dismissal step name.
Paths by Zapieror swap with your favorite app
4.Creates the next-phase task
Integrate Clio, task tracking tools, and matter references to create a new task with mapped assignees and due dates.
5.Logs time and updates matter
Integrate Clio, billing tools, and expense tracking to create time or expense entries and update matter stage.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
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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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