1.Detect newly created matter
Integrate Clio and legal matter tracking tools to capture new matter details to feed the closing tracker.
Add new matter entries to your closing tracker
Automatically monitor newly created matters in Clio and populate your shared closing tracker in Microsoft Excel. Create and format tracker entries when open and close dates or party details are captured, so operations can track matters, owners, and timelines without manual spreadsheet updates.
How this automation updates your closing tracker
When new matters are created but tracker rows lag behind, reporting breaks and billing teams lose visibility. This automation monitors new matters in Clio, formats the fields, and adds rows to Microsoft Excel—so your team can keep closing information current.
Clioor swap with your favorite app
2.Format dates and party text
Integrate Formatter by Zapier and date formatting tools to format open and close dates and party display text to prep sheet columns.
Formatter von Zapieror swap with your favorite app
3.Add closing tracker row
Integrate Microsoft Excel and spreadsheet mapping tools to add a new worksheet row to update your closing tracker.
Microsoft Excelor 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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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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