Automate Clio Matter Updates from Completed Asana Tasks

Stay on top of your legal projects by ensuring Clio matters are updated as soon as tasks are completed in Asana. This workflow bridges the gap between your project management and legal case management systems for smoother operations.

Trigger Event: Completed Task in Asana

This automation starts whenever a task is marked as completed in Asana. This means you don't need to manually inform your legal system—everything happens automatically as you manage your projects.

Actions

1. Find the Relevant Project in Asana

The workflow first identifies the specific project within Asana to make sure only relevant completed tasks trigger updates.

2. Find Corresponding Matter in Clio

Next, it searches your Clio account for the associated matter using the project or task details, ensuring the correct case is referenced.

3. Update the Matter in Clio

Finally, the automation updates the Clio matter’s status (e.g., to "Complete") and updates any specific information needed, keeping your legal records accurate and current at all times.

Benefits

• Eliminates manual data entry between Asana and Clio
• Reduces risk of errors or missed updates in legal cases
• Frees up your time to focus on important tasks instead of repetitive admin work
• Keeps everyone on your team aligned and informed

Get started today to make your legal and project management seamless and efficient!