1.Capture new incoming message
Integrate Quo and message metadata mapping tools to capture message body, sender number, direction, and timestamp to map workflow data.
Post incoming client texts to matter task conversation
Automatically monitor new incoming SMS or call texts across Quo and route them to the right matter workspace. Create and update Asana client communication comments so your team can act with full case context without manual checking.
How this automation keeps client conversations in matter tasks
When new incoming client texts arrive, case context gets fragmented and delays happen. This automation captures message details, filters qualifying messages, finds the matching matter, and posts a client communications commentβso your team can respond faster.
Quoor swap with your favorite app
2.Filter to incoming client messages
Integrate Filter by Zapier and routing rules to continue only for incoming messages to filter out non-client system messages.
Filter by Zapieror swap with your favorite app
3.Find matching matter by phone
Integrate Clio and data lookup tools to find matter by custom field mapping to match sender phone to the matter record.
Clioor swap with your favorite app
4.Find the matter project workspace
Integrate Asana and project mapping tools to locate the configured project workspace by matter folder and project name.
Asanaor swap with your favorite app
5.Create task story comment with link
Integrate Asana and comment threads to create a story on the client communications task to post the message summary and matter link.
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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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