1.Monitor new email matches
Integrate Gmail and inbox search tools to trigger capture of incoming arrest and charge email text for triage.
Update matter and create triage tasks from emails
Automatically monitor arrest and charge emails across Gmail and save case files in Google Drive. Create and update matter records in Clio based on AI summaries from Azure OpenAI and classifications from Google AI Studio, so you can protect intake workflows, speed up triage, and attach follow-ups without manual intake.
How this automation accelerates case triage tasks
When arrest and charge emails match your inbox query, delays can stall matter intake and triage. This automation captures email content, summarizes charges, classifies key fields, and updates matters and tasks in Clioβso you can respond faster.
Gmailor swap with your favorite app
2.Save case folder email content
Integrate Google Drive and file storage tools to find or create the case folder and save the raw email content.
Google Driveor swap with your favorite app
3.Generate single-line charge summary
Integrate Azure OpenAI and document summarization tools to produce a single-line charge summary and extract case reference fields.
Azure OpenAIor swap with your favorite app
4.Classify severity and bail eligibility
Integrate Google AI Studio (Gemini) and classification models to derive charge severity and bail eligibility outputs for matter fields.
Google AI Studio (Gemini)or swap with your favorite app
5.Update matter and create tasks
Integrate Clio and legal records tools to find the matter, update custom fields, and create matter notes and timed tasks.
Clioor swap with your favorite app
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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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