1.Detecting task status changes
Integrate Clio and task management tools to catch the completion update and extract onboarding details for matching records.
Update matter onboarding row from a completed task
Automatically monitor task status changes across Clio and update onboarding tracking in Google Sheets. Create and update rows when task completion is detected or timestamps updateβso you can format fields, upsert onboarding records, and trigger downstream processing without manual reconciliation.
How this automation updates your onboarding workbook row
When task status changes stay unrecorded in Clio, onboarding and billing can fall out of sync. This automation catches completion updates, formats key fields, updates the onboarding workbook row, and posts the webhook eventβso your team can move intake forward without reconciliation.
Clioor swap with your favorite app
2.Formats contact and date fields
Integrate Formatter by Zapier and data formatting tools to format phone and display dates for consistent workbook updates.
Formatter by Zapieror swap with your favorite app
3.Upserts the onboarding workbook row
Integrate Google Sheets and spreadsheet workflows to lookup by matter reference and create or update the onboarding row.
Google Sheetsor swap with your favorite app
4.Waits one minute
Integrate Delay by Zapier and automation timing tools to pause briefly so sheet copies and downstream steps settle.
Delay by Zapieror swap with your favorite app
5.Posts webhook task payload
Integrate Webhooks by Zapier and API processing tools to send task completion details and the sheet row number downstream.
Webhooks by Zapieror 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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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