1.Detects new matter creation
Integrate Clio to start the workflow when a new matter is created.
Send welcome packet and log matter time entry
Automatically create welcome packets in matter management tools across Clio, PDF4me, and Gmail when new matter created, intake submitted, or matter details updatedβso you can upload documents, email clients, and log setup time entries without manual follow-up. Create and update when the new matter event fires and the packet is ready, so intake stays aligned without chasing steps.
How this automation sends welcome packets for billed setup
When new matters appear, setup steps can stall and billing time can be missed. This automation waits, formats matter details, generates and uploads a welcome PDF, emails the client, and logs a setup time entryβso your Legal team stays on schedule.
Clioor swap with your favorite app
2.Delays for 2 hours
Integrate Delay by Zapier to pause the automation before document generation.
Delay by Zapieror swap with your favorite app
3.Formats date and client name
Integrate Formatter by Zapier to format the created date and titlecase the client name.
Formatter by Zapieror swap with your favorite app
4.Converts template to PDF
Integrate PDF4me to convert a welcome template into a single PDF using the formatted details.
PDF4meor swap with your favorite app
5.Uploads PDF and creates time entry
Integrate Clio to upload the PDF to the matter record and create a setup time entry.
6.Sends packet to client email
Integrate Gmail to send the PDF attachment when a qualifying client email exists.
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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