1.Detect final decree emails
Integrate Gmail and email handling tools to detect Final Decree notices and pass subject and body to the workflow.
Notify client and close matter after final decree
Automatically detect Final Decree notices in Gmail and route them across Clio for matter matching. Automatically send client emails and SMS and create review requests when final decree matches a closed matterβso you can close faster, notify clearly, and reduce manual follow-up.
How this automation closes your matters faster
When final decree notices arrive in inboxes, delays can slow closure and create missed client communication. This automation monitors final decree emails, extracts the case reference, closes the matter in Clio, sends email and SMS, and creates review requestsβso your team can act immediately.
Gmailor swap with your favorite app
2.Extract case reference
Integrate Formatter by Zapier and parsing tools to extract the case reference from the email subject to map the matched matter.
Formatter by Zapieror swap with your favorite app
3.Close matched matter in Clio
Integrate Clio and practice management tools to find the matter and update status to closed and add a matter note.
Clioor swap with your favorite app
4.Send client email
Integrate Gmail and client directory tools to send a client email using the matched matter client address.
5.Send SMS to client
Integrate Twilio and messaging tools to send a short SMS using the formatted client phone number.
Twilioor swap with your favorite app
6.Create contact and review request
Integrate TrueReview and review request tools to create the contact and generate the review request with client details.
TrueReviewor 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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