1.Watch for new matching email
Integrate Gmail and email parsing tools to capture incoming messages for time entry processing.
Create time entries and attach emails to matters
Automatically monitor incoming Gmail messages across legal billing workflows. Turn client email subjects into time entries and attach documentsβso you can bill accurately, review faster, and archive evidence without manual data entry.
How this automation creates complete billing records
When qualifying emails arrive with attachments, scattered details slow billing and review. This automation cleans email text, creates time entries, and uploads non-image documentsβso your team can keep complete records without rework.
Gmailor swap with your favorite app
2.Clean email body into summary
Integrate Formatter by Zapier and text formatting tools to strip HTML and convert the note for billing.
Formatter by Zapieror swap with your favorite app
3.Create time entry for matter
Integrate Clio and time entry mapping tools to create a time entry and set the entry date.
Clioor swap with your favorite app
4.Continue only for non-image files
Integrate Filter by Zapier and attachment rules to ensure at least one non-image attachment is present.
Filter by Zapieror swap with your favorite app
5.Upload attachments to matter
Integrate Clio and document storage tools to upload non-image attachments and attach them to the matter.
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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
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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