1.Detecting new matters in Clio
Integrate Clio to find matching contacts and map client identifiers for the new matter to resolve client IDs.
Update matter with client ID and log case
Automatically monitor new matter creation in Clio and enrich client identifiers across Clio, Microsoft Excel, and Zapier Tables. Create and update when client identifiers are missing, client references return no match, or lookups find partial dataβso you can update matters, archive reporting rows, and build case summaries without manual cleanup.
How this automation updates your matter records fast
When new matters land without a consistent client identifier, manual cleanup delays updates and skews reporting. This automation finds a matching contact, updates the matter in Clio, adds an Excel archival row, and creates a Zapier Tables case summaryβso your team can keep case data consistent.
Clioor swap with your favorite app
2.Updates matter with canonical client ID
Integrate Clio to update the matter record with the canonical client ID and improve the matter description to standardize fields.
3.Adds row to Excel worksheet
Integrate Microsoft Excel to add archival data such as reference, description, client ID, and status to capture reporting context.
Microsoft Excelor swap with your favorite app
4.Creates case table summary record
Integrate Zapier Tables to create a case summary record with client ID and key dates to power downstream dashboards.
Zapier Tablesor 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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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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