1.Detect task status change
Integrate Clio and task workflow tools to detect when a verification task status changes and pass the task payload into the flow.
Update matter record when verification task completes today
Automatically monitor task status changes across Clio for verification tasks and matching matters. Create and update completion metadata and client assignment when verification tasks are updated, titles indicate verification, or completion timestamps landβso you can prevent manual billing corrections without chasing records.
How this automation protects matter records accuracy
When task status changes for a verification task are not reflected in the matter record, billing and records can drift out of date. This automation captures the updated task, finds the matching matter, and updates completion fieldsβso your team can keep verification records billing-ready without manual reconciliation.
Clioor swap with your favorite app
2.Filter for verification tasks
Integrate Filter by Zapier and workflow rules to continue only for qualifying records by checking the task title for verification keywords.
Filter by Zapieror swap with your favorite app
3.Find the related matter
Integrate Clio and matter record search tools to find the matching matter by display number or matter identifier and map the reference.
4.Update matter completion fields
Integrate Clio and metadata tools to update the matter client and overwrite the custom date field with the task completion timestamp.
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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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