1.Detects new document in matter
Integrate Clio and document management tools to detect when a new document is added to a matter.
Send 30 and 60 day filing status reminders to staff
Automatically monitor new document in matter across Clio and Microsoft Outlook. Send reminder emails when petition complaint PDFs are added or matter context matches or new files qualifyβso you can request status on time, notify staff, and reduce manual chasing without manual follow-ups.
How this automation protects staff case visibility
When qualifying documents land and nothing follows up, staff can miss 30 and 60 day status checkpoints. This automation monitors new matter documents, looks up matter details, and sends staged reminder emailsβso your team can request updates on schedule.
Clioor swap with your favorite app
2.Finds matter by ID
Integrate Clio and matter databases to retrieve matter details to personalize staff message content.
3.Filters qualifying petition complaint PDFs
Integrate Filter by Zapier and validation rules to continue only for configured practice areas or states.
Filter by Zapieror swap with your favorite app
4.Delays until 30 days
Integrate Delay by Zapier and scheduling controls to wait 30 days before sending the first reminder.
Delay by Zapieror swap with your favorite app
5.Sends 30 day reminder email
Integrate Microsoft Outlook and email delivery tools to send a 30 day status request to staff.
Microsoft Outlookor swap with your favorite app
6.Delays until 60 days
Integrate Delay by Zapier and scheduling controls to wait another 30 days for the follow up.
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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.
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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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