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.
Clioor 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 von 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.
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Clarify case chronology with automated event capture, deadline alerts, and timeline updates
Set up in minutes
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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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