1.Monitor updated opportunity intake field
Integrate Salesforce and CRM data to map the opportunity record for lookups and ensure correct intake signals flow to matter creation.
Create or update retained matter from opportunity record
Automatically detect updated intake details on opportunities across Salesforce and legal practice systems. Create or update retained matter records when an intake checkbox is set, so you can populate billing fields, link matters back, and update relationship records without manual paperwork.
How this automation creates linked retained matters
When an intake checkbox is set but matter records stay out of sync, delays can disrupt billing and case tracking. This automation monitors opportunity updates and finds matches, creates or updates retained matters, and writes back matter IDs and subscriber infoβso your team can keep records aligned.
Salesforceor swap with your favorite app
2.Lookup matching firm matter record
Integrate Zapier Tables and relationship table tools to find the existing firm matter id and determine whether to create or update.
Zapier Tablesor swap with your favorite app
3.Create or update retained matter
Integrate Clio and matter management tools to conditionally create or update a retained matter with client and billing fields.
Clioor swap with your favorite app
4.Update relationship table with matter ID
Integrate Zapier Tables and timestamp logging to store the new or updated Clio matter id and record last-sync time.
5.Write matter ID back to opportunity
Integrate Salesforce and CRM record updates to update the configured Clio matter field and keep the opportunity linked.
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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
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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
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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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