1.Detect task updated events
Integrate Clio and legal task tools to detect task updates and capture task name, status, matter identifier, and timestamps.
Update writing request row after task is completed
Automatically monitor Clio task updated events across matter tracking. Automatically update matching workbook rows when writing requests are marked complete, task status changes, or completion timestamps are setβso you can update submission status, set submission dates, and refresh due dates without manual spreadsheet updates.
How this automation keeps submissions on track
When Clio task updates arrive out of sync, submission status and key dates can stall in your master sheet. This automation detects task completion, filters qualifying writing requests, formats dates, and updates the matching Microsoft Excel matter rowβso your team can maintain accurate submissions without manual spreadsheet edits.
Clioor swap with your favorite app
2.Continue only for qualifying completions
Integrate Filter by Zapier and workflow rules to continue only when task name matches the writing request and status indicates completion.
Filter by Zapieror swap with your favorite app
3.Format completion and due timestamps
Integrate Formatter by Zapier and date formatting tools to convert completed timestamp and due timestamp into MM/DD/YYYY sheet fields.
Formatter by Zapieror swap with your favorite app
4.Update the matching matter row
Integrate Microsoft Excel and spreadsheet lookup tools to find the first matching matter identifier row and overwrite status and dates.
Microsoft Excelor 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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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