Automate Legal Matter Management and Notifications

Automatically find legal matters, create notes, and send email updates to legal team members for improved communication and organization.

Clio

Microsoft Outlook

viaSocket utilities

Created by

Yamini Chandel

When

Clio

Instant Trigger

Find Matter

- find matter exists
  Create Matter Note
  Find Person Contact
  Delay
  Send Email
  Add Step
- id null
  Break
  Add Step

Continue from here

Automate Legal Matter Management and Notifications

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Instructions

Step 1: Set Up the Trigger (Clio)

Choose App: Select Clio as the trigger app.

Choose Trigger Event: Choose an appropriate event, like "New Matter", "Task Created", or "Matter Updated".

Connect Clio Account: Authorize Zapier to access your Clio account.

Test Trigger: Pull in a sample event from Clio to confirm the connection is working correctly.

Step 2: Apply a Filter (multipath)

Choose App: Select Filter by Zapier as the next action.

Set Filter Conditions: Define a filter to narrow down your tasks. For example:

If you only want the Zap to proceed when a specific field or matter status is met, such as "Matter Status is 'Active'".

Example condition: “Matter Status is Active”.

Test Filter: Confirm that the filter only allows relevant tasks to proceed.

Step 3: Delay Action (Delay)

Choose App: Select Delay by Zapier.

Choose Delay Action: Choose a delay action based on your needs.

Action Event: Choose "Delay For" or "Delay Until".

Delay For: Specify a time duration (e.g., delay for 1 hour, 1 day, etc.).

Delay Until: Specify an exact date and time to delay until.

Set Delay Time: Set how long you want to delay the next action. For instance, you might want to wait for a specific amount of time before sending an email or updating a task.

Test Action: Ensure the delay works as expected.

Step 4: Send Email via Microsoft Outlook

Choose App: Select Microsoft Outlook as the action app.

Action Event: Choose "Send Email" to send an email notification.

Connect Microsoft Outlook Account: Authorize to access your Outlook account.

Configure Email:

Recipient: Enter the recipient's email address (you can dynamically choose a field from Clio or another app).

Subject: Customize the subject (e.g., "New Matter Created in Clio").

Body: Customize the email body. You can include information from the Clio trigger event, such as matter details, case number, or client name.

Test Action: Send a test email to ensure everything works as expected.

Automate Legal Matter Management and Notifications

Easily streamline your legal team's workflow—find legal matters instantly, add important notes, and notify team members through email, all without manual intervention.

Trigger Event: Legal Matter Search Begins

The workflow starts when there's a need to find a specific legal matter by its unique ID. This makes sure your process is quick and focused on the case at hand.

Actions

1. Find a Legal Matter

The system searches for the case using the supplied ID. If a match is found, the workflow continues to log notes and updates. If not, the workflow ends safely without unwanted actions.

2. Create a Note for the Matter

Once the legal matter is confirmed, the workflow automatically creates a note. This keeps all important updates documented and accessible.

3. Find Related Contact

Next, the workflow looks up the relevant team member or contact related to the legal matter, ensuring that the right people are kept in the loop.

4. Add a Brief Delay

A short pause is added for stability and reliability, making sure the process runs smoothly without overloads.

5. Send an Email Notification

Finally, the workflow sends an automated email to the designated team member. The email includes the relevant names and information so everyone stays up to date instantly.

Benefits:

Cuts down manual tasks and errors
Keeps your legal team informed automatically
Improves documentation and accountability
Speeds up communication for urgent matters

This template ensures your legal team never misses an update, making case management easier and more organized.

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Automate Legal Matter Management and Notifications

Automatically find legal matters, create notes, and send email updates to legal team members for improved communication and organization.

Created by

Yamini Chandel

Automate Legal Matter Management and Notifications

Share this template

Instructions

Automate Legal Matter Management and Notifications

Trigger Event: Legal Matter Search Begins

Actions

1. Find a Legal Matter

2. Create a Note for the Matter

3. Find Related Contact

4. Add a Brief Delay

5. Send an Email Notification

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