1.Detect matter record changes
Integrate Clio and matter tracking tools to detect matter record changes to trigger closure handling.
Send closure notice and create compliance tasks for matters
Automatically monitor matter record changes across Clio, Filter by Zapier, and Gmail. Create and update when matters enter closure status or secondary issues existβso you can send compliance emails, create follow-up tasks, and set due dates without manual follow-up.
How this automation accelerates your compliance follow-up
When a matter closure is missed or tasks are delayed, secondary follow-up can stall and compliance work goes unassigned. This automation filters for closed matters, sends closure notice emails, and creates tasks in Clioβso your team can act immediately.
Clioor swap with your favorite app
2.Gate on closed status
Integrate Filter by Zapier and workflow rules to continue only for matters in the configured closure status.
Filter by Zapieror swap with your favorite app
3.Send closure notice email
Integrate Gmail and email templates to send closure notices and map matter fields into the message.
Gmailor swap with your favorite app
4.Gate on secondary issues
Integrate Filter by Zapier and form logic to continue only when secondary issues exist for the matter.
5.Create compliance follow-up task
Integrate Clio and task workflows to create a task on the matter with assignee, due date, and priority.
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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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