1.Detect new document upload
Integrate Clio and document capture tools to watch for new document uploads for matter automation.
Create time entries and tasks from uploaded documents
Automatically monitor new document uploads in Clio across legal matters. Create and update when matter references resolve or document types match draft or disbursement and signed releaseβso you can record billing time, create follow-up tasks, and update matter records without manual data entry.
How this automation accelerates matter billing and follow-up
When new documents land in a matter without a matching record, billing and follow-up can stall. This automation matches matters, updates matter records and attachments, creates time entries or tasks, and notifies assigned staffβso your team can act on every document.
Clioor swap with your favorite app
2.Finds the matter by ID
Integrate Clio and matter matching workflows to map the document matter reference and locate the right matter record.
3.Continues only for keyword matches
Integrate Filter by Zapier and routing rules to check document title or content for configured billing and release keywords.
Filter by Zapieror swap with your favorite app
4.Updates the matter record
Integrate Clio and attachment management to map document received date and attach the document link to the matter.
5.Creates time entry or follow-up task
Integrate Clio and billing time entry systems to create time entries for draft types or follow-up tasks for signed releases.
6.Sends SMS notification to on call
Integrate RingCentral and communication tools to send an SMS with the matter identifier and short message to staff.
RingCentralor swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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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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