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Add folders within a newly created Clio Matter with folder names/order based on the Clio practice area associated with the matter

The Zap creates a new Clio matter and corresponding matter folder in Google Drive if the selected practice area is "Litigation" and only if created in the year 2024 and then creates several subfolders with predetermined names followed by the user-selected abbreviated matter name followed by the Clio matter number. Lastly, it will make a contact in Xero using the Clio Display Matter Name.

Eric LaFleurcreated by Eric LaFleur
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap works in 14 steps

  • 9 minutes to set up
  • Get back 2 hrs /week
  • 11 people use this zap

This Zap uses the following 5 apps

  • Clio logo
  • Formatter by Zapier logo

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