Automate Legal Task and Calendar Management in Clio

Stay on top of your legal work by connecting your Clio account with automated task creation, calendar scheduling, and email notifications. This template saves you time and keeps your team informed.

Trigger Event

When a specific legal matter is searched in Clio
The workflow begins when a matter is searched by its ID or description in Clio. If the matter is found, the process continues; if not, it can even create a new matter.

Actions

1. Find Clio Matter

The workflow first looks for a specific legal matter in Clio using details like matter number or client name. This ensures you are working on the correct case.

2. Create Task in Clio

If the matter exists, a new task is automatically created. This keeps your action items organized under the right case without manually entering them each time.

3. Create Calendar Entry in Clio

A calendar event is scheduled in Clio, so you’ll never miss key deadlines or meetings related to the matter. Both start and end times are set for the event.

4. Send Email Notification via Outlook

An email is sent to the chosen address, informing you or your team about the new task and event. This ensures everyone stays up to date instantly.

Benefits

• No more manual task or calendar entry in Clio
• Ensures everyone is notified automatically via email
• Saves time, reduces errors, and boosts your law firm’s productivity
• All casework stays organized under the correct matter

Start automating your legal workflow today for stress-free organization and better client service!