1.Detect completed filing task
Integrate Clio to map the completed task to its matter reference, assignee reference, task name, and due date.
Create follow-up litigation tasks and entries when filing completes
Automatically monitor Clio task updates across eDiscovery & litigation support. Create follow-up work entries when filing completes, so you can track matter stages, add billing records, and schedule next steps without manual handoffs.
How this automation accelerates follow-up for matters
When filing completes but follow-up work is not triggered, matter owners can wait on manual handoffs. This automation maps the completed task, formats the due date, and creates expenses, updates the matter, and schedules jurisdiction-specific follow-ups—so your team can keep the timeline moving.
クリオor swap with your favorite app
2.Formats task due date
Integrate Formatter by Zapier to format the task due date into a human-friendly string for updates and calendar rules.
Formatter by Zapieror swap with your favorite app
3.Creates filing expense entry
Integrate Clio to create a filing or eFiling expense record and set a billing note tied to the matter.
4.Updates matter stage and date
Integrate Clio to update the matter stage and add the formatted filing date to the matter details or field.
5.Creates follow-up tasks and calendar
Integrate Clio to create jurisdiction-specific follow-up tasks and calendar rules with due dates and event start dates.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
340万社の企業に信頼されています
Related automations
- Apps: Clio, Filter by Zapier, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Create affidavit review completion row for matter tracking
Completed affidavit reviews go unlogged, leaving case managers and supervising attorneys without an auditable trail. Record each completion to a shared tracker for auditability and same-day follow-up.
- Apps: Gmail、 AI by Zapier, Formatter by Zapier, ClioSwap with your favorite apps.
Create calendar hearing reminders from court notice emails
Court notice emails can hide objection deadlines and docket text, risking missed filings. Parsed deadlines go to matter calendars so your team sees obligations same day.
- Apps: Mailparser, Filter by Zapier, Clio, Google CalendarSwap with your favorite apps.
Create deadline tasks from parsed hearing notices for cases
Your hearing notices arrive by email untriaged, leaving deadlines unrecorded and attorneys without prep context. This creates assigned tasks and calendar reminders so teams act before filing deadlines.
- Apps: Webhooks by Zapier, Airtable、Code（Zapierより）Swap with your favorite apps.
Update case records with discovery and BWC statuses
Your case records lack Discovery and BWC status updates from intake, so paralegals can't tell which evidence tasks require action. This keeps case fields and activity logs current for same-day triage.
- Apps: Filevine, Filter by Zapier, Formatter by Zapier, Microsoft ExcelSwap with your favorite apps.
Update master case list from contingent fee agreement
Your contingent fee agreements are untracked, leaving case rows missing incident or limitation dates. This keeps your master case list updated so intake proceeds same day.
- Apps: Actionstep, Hivelight, Zapier Tables, GmailSwap with your favorite apps.
Update matter milestones when action steps change in your practice
Your matter milestones fall out of sync when case steps change, leaving coordinators unsure of the next client action. Keep milestone statuses aligned so your team sees accurate next steps same day.
- View all
Explore all litigation timeline tracking automations
Clarify case chronology with automated event capture, deadline alerts, and timeline updates
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.
ステップ 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
ステップ 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
ステップ 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
デビッド・ラダーバーグ, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapierは、Zapierなしでは 50%以上の取引を締結するのに役立っています。これは私たちの全体的な戦略の重要な要素であり、したがって営業トークの重要な要素でもあります。
ラファエル・ボフナー創設者兼CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
リシ・シャー, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
アレン・ライ, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.