1.Logs new sent email
Integrate Gmail and email parsing tools to capture the sent message details and trigger the case lookup.
Log sent emails to matters for billing readiness
Automatically capture new sent emails across Gmail and Legal case tools. Create and update communication records when emails hit the Sent label, identifier extraction returns a match, or Clio finds the right matterβso you can extract identifiers, link communications, and reduce manual logging without paperwork.
How this automation protects billing readiness
When new emails pile up in the sent label without case linkage, billing records lag and errors slip through. This automation parses matter identifiers and uses Clio to create linked communication recordsβso your team can prepare invoices faster.
Gmailor swap with your favorite app
2.Extracts matter identifier
Integrate Formatter by Zapier and text extraction tools to pull a matter identifier from the email subject.
Formatter by Zapieror swap with your favorite app
3.Validates identifier match
Integrate Filter by Zapier and conditional rules to continue only when the extraction returns a valid identifier.
Filter by Zapieror swap with your favorite app
4.Finds matching matter
Integrate Clio and search tools to look up the matter using the extracted identifier and confirm a match.
Clioor swap with your favorite app
5.Creates communication record
Integrate Clio and record creation workflows to create a communication linked to the found matter.
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
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Define the trigger
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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