1.Detect matter opened
Integrate Clio and legal ops workflows to detect matter status changes for Open matters.
Update intake trackers and client lists when matter opens
Automatically monitor matter status changes across Clio and Excel workbooks. Update intake tracker rows and consult lists when matters openβso partners and practice managers see current status and reference IDs without manual spreadsheet work.
How this automation keeps your intake tracking current
When matter status changes but trackers lag, teams chase errors and miss the correct reference IDs. This automation filters for Open status, finds the right Excel rows, and updates master and new consult recordsβso your team can trust intake lists.
Clioor swap with your favorite app
2.Continue only when Open
Integrate Filter by Zapier and workflow rules to continue only when the incoming status equals Open.
Filter by Zapieror swap with your favorite app
3.Find matching master row
Integrate Microsoft Excel and lookup tools to find the Master Consult and Client List row by matter ID.
Microsoft Excelor swap with your favorite app
4.Update master consult status
Integrate Microsoft Excel and spreadsheet updates to set status to Open in the found Master row.
5.Update new consult reference
Integrate Microsoft Excel and worksheet lookups to find and update the New Consults row when no master match exists.
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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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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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