1.Captures new matter record
Integrate Clio and practice management tools to capture the new matter and intake fields to centralize matter intake.
Create project and team channel for new matter
Automatically create a project and dedicated team channel across Clio, Asana, and Slack. Create and update when a new matter opensβso you can centralize intake context, assign ownership, and share lead context without manual follow-up.
How this automation sets up matter teams fast
When a new matter is opened, context can get stuck in separate tools and ownership is unclear. This automation captures the matter in Clio, creates an Asana project and a private Slack channel, and sets the channel topicβso your team can collaborate from day one.
Clioor swap with your favorite app
2.Creates project for the matter
Integrate Asana and project management tools to create a project with mapped matter name, description, and owner to organize intake work.
Asanaor swap with your favorite app
3.Creates private channel
Integrate Slack and collaboration tools to create a private channel from the matter reference and set membership rules to align ownership.
Slackor swap with your favorite app
4.Sets channel topic with intake
Integrate Slack and messaging tools to set a channel topic from the intake summary and role tags to surface context at a glance.
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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
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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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