1.Detects new matter
Integrate Clio, matter intake tools, and intake workflows to detect new matters and trigger task setup
Create review task for new matter and notify team
Automatically monitor new matter intake across Clio and Slack. Create and update when responsible attorney exists or attorney identifier missing or new matter createdβso you can create review tasks, post team notifications, and update matters without manual intake follow-up.
How this automation accelerates your review handoffs
When new matters are created, review ownership gaps can stall intake. This automation routes the matter with Slack alerts and creates and updates review tasks and assignmentsβso your team can respond faster.
Clioor swap with your favorite app
2.Checks attorney assignment
Integrate Filter by Zapier, decision rules, and routing logic to check attorney assignment and continue the right path
Filter by Zapieror swap with your favorite app
3.Posts attorney confirmation
Integrate Slack, channel messaging, and collaboration tools to send a channel message with mapped matter details
Slackor swap with your favorite app
4.Creates review task
Integrate Clio and task management to create a review task with assignee and due date from matter fields
5.Updates unassigned matters
Integrate Clio and legal record updates to set default attorneys when no responsible attorney exists
6.Creates task after assignment
Integrate Clio and task management to create the follow-up review task after assignment to the default attorney
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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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