Introduction

Boost productivity and reduce manual data entry in your legal practice with this automation template. Every time a particular event triggers (such as a new form submission or data entry), the workflow automatically adds a new company contact and creates a corresponding matter in Clio, keeping your client information and matter management updated without hassle.

Trigger Event

Event-Based Trigger

This workflow begins when a predefined business event takes place—such as receiving a new form response or an updated entry from a business source. This trigger ensures that no important client interactions or case developments are missed.

Actions

1. Create Company Contact in Clio

The first action instantly creates a new company contact in your Clio account. Simply provide the company name, and the automation handles the rest, saving you time and minimizing the risk of manual errors.

2. Create Matter in Clio

Next, the workflow automatically opens a new matter for the corresponding client using the details you specify (like client identification and matter description). This step ensures all cases are logged and easy to manage as soon as they arise.

Benefits

This template empowers legal teams by:

• Eliminating data double entry
• Keeping client contact and case records up-to-date
• Freeing up valuable time to focus on clients and legal work
• Reducing the risk of missing crucial case details Automate your routine processes and let your legal practice run smoother than ever!