1.Detect updated intake item
Integrate Microsoft SharePoint and intake workflows to detect updated item context and trigger downstream updates.
Update matter records and case task from intake
Automatically monitor intake item updates in Microsoft SharePoint and across Clio and Asana. Update matter records and case task context when intake row updates, case reference edits, or arbitration date changesβso you can keep deadlines accurate, match the right matter, and refresh task notes without manual reporting.
How this automation keeps matter records in sync
When Microsoft SharePoint items change, mismatched matter fields and stale task context create costly delays for legal teams. This automation formats date fields, finds and updates the correct matter, and refreshes the related case task contextβso your team can act on accurate intake immediately.
Microsoft SharePointor swap with your favorite app
2.Format date fields
Integrate Formatter by Zapier, date utilities, and reporting systems to format source dates to YYYY-MM-DD for deadlines.
Formatter by Zapieror swap with your favorite app
3.Find matching matter
Integrate Clio and legal data search tools to find the matter by matter number or case reference and return the match.
Clioor swap with your favorite app
4.Update matter records
Integrate Clio and data mapping tools to update matter custom fields, including the arbitration or deadline date.
5.Find task in project
Integrate Asana and task search tools to locate the related case task by the constructed task name.
Asanaor swap with your favorite app
6.Update task details
Integrate Asana and workflow automation to update task notes, assignee, and priority based on the latest intake.
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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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