1.Monitor new matter intake
Integrate Clio, matter management workflows, and document organization tools to detect new matters for folder provisioning.
Create starter matter folders for every new case intake
Automatically provision starter case folders across Clio and attach them to every new matter. Create and update when new matter created, matter ID appears, or client intake startsβso you can create client docs folders, build correspondence folders, and add standard folder sets without manual setup.
How this automation provisions starter folders for every intake
When a new matter is created, delayed organization can slow legal work and increase intake errors. This automation finds the right matter, creates standard folders, and attaches them to the matterβso your team can start filing immediately.
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2.Maps matter identifier
Integrate Clio, analytics tools, and data lookup steps to find the correct matter by ID for folder attachment.
3.Creates client docs folder
Integrate Clio and document storage workflows to create a client docs folder and map it to the parent matter.
4.Creates correspondence folder
Integrate Clio and folder structuring tools to create a correspondence folder and attach it to the same matter.
5.Creates standard starter folders
Integrate Clio and case folder templates to create additional standard folders and attach them to the matter.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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