1.Detects matter status updated
Integrate Clio to detect matter closure events and trigger downstream email steps.
Send case-closure email to matter contact and notify office
Automatically monitor matter status updates across Clio and routing rules, then send case-closure emails via Gmail. Send case-closure emails when matter closed, status updated, or closure conditions met β so you can notify the office, populate templates, and reduce manual follow-up.
How this automation sends timely case-closure emails
When a matter closes but emails and office notifications are handled manually, delays can stall client communication. This automation filters qualifying closures, finds the matter and contact, and sends a tailored closure email so your team can close the loop fast.
Clioor swap with your favorite app
2.Evaluates closure conditions and opt-out
Integrate Filter by Zapier to evaluate opt-out flags and exceptions and continue only for qualifying matters.
Filter by Zapieror swap with your favorite app
3.Waits 5 minutes for updates
Integrate Delay by Zapier to wait 5 minutes so related updates can write back to the matter record.
Delay by Zapieror swap with your favorite app
4.Finds matter and related contact
Integrate Clio to look up the matter and assigned contact and map reference fields to the email template.
5.Extracts email and case identifiers
Integrate Formatter by Zapier to extract the primary contact email and parse case identifiers for template fields.
Formatter by Zapieror swap with your favorite app
6.Sends case-closure message
Integrate Gmail to send the closure email and BCC the office for filing using extracted identifiers and references.
Gmailor 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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