Automate Clio Tasks, Calendar Events, and Email Notifications

Keep your legal matters organized by automatically finding matters in Clio, creating tasks and calendar events, and getting email notifications for every step.

Apps used

Clio

Microsoft Outlook

Automate Clio Tasks, Calendar Events, and Email Notifications

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Instructions

First, select the New Document trigger in the Clio app to start the workflow when a new document is created.

Then, select the Find Matter action to locate the related matter in Clio.

Use the Multipath tool to control the workflow based on different conditions or branches.

Select the Create Task action to create a new task in your Clio account.

Then, select the Create Calendar Entry action to schedule a new calendar event in Clio.

Finally, use the Microsoft Outlook action to send a new email notification.

Introduction

Stay on top of your legal work effortlessly! This automation keeps your Clio matters organized: it searches for a specific matter, creates tasks and calendar events if the matter exists, and sends you an email summary so you never miss an important update.

Trigger Event

Workflow Start Event

This automation begins when you want to organize tasks and events around a specific Clio matter. It looks up cases based on the information you provide.

Actions

1. Find Clio Matter

The workflow first searches your Clio account for a matter using the information you have—like number, description, or client name. If it doesn't find it, the workflow stops, saving you time and avoiding duplicate work.

2. Create Task in Clio

If the matter exists, it adds a new task related to the matter. This includes details like the task name, who it's assigned to, description, and sets the status as "Pending."

3. Create Calendar Event in Clio

Next, it schedules a new calendar event connected to your existing matter and assigns it to the right calendar.

4. Send Outlook Email Notification

Once everything's ready, you receive an automated email (via Outlook) with all the details—task, event, and status—so you're always in the loop and up-to-date.