1.Detect new document for a matter
Integrate Clio and matter tracking tools to detect new documents added to a matter for served-status processing.
Mark matter as all defendants served and notify team
Automatically detect service and proof documents across Clio. Create and update when qualifying documents are addedβso you can set served status, create drafting tasks, and notify your team without manual triage.
How this automation accelerates served status for matter work
When service and proof documents are added, delays can stall case progress and create manual triage work. This automation detects qualifying documents, updates the served-status in Clio, creates drafting tasks, and notifies your teamβso work moves faster.
Clioor swap with your favorite app
2.Continue only for service proof documents
Integrate Filter by Zapier and document keyword filters to continue only when documents match configured service and proof criteria.
Filter by Zapieror swap with your favorite app
3.Find the matching matter by ID
Integrate Clio and document routing tools to look up the correct matter using the document matter reference.
4.Update matter served-status and link document
Integrate Clio and record update workflows to set the served-status value and attach the document link.
5.Create drafting task with document link
Integrate Clio and task planning workflows to create a drafting task and include the document link and task details.
6.Send served notification email with attachment
Integrate Microsoft Outlook and email notifications to send the team message, attach the document, and include the task link.
Microsoft Outlookor 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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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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