Co-Counsel Communication Log Automation
A done-for-you law firm automation built for the Of Counsel Attorney, connecting Clio, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
On matters shared with co-counsel or outside counsel firms, the automation automatically logs every key update, a filing, a settlement offer, a scheduling change, entered into Clio and shares it in real time with every attorney and paralegal on the case across both firms through a shared Slack channel or a synced Google Sheets log, rather than relying on someone remembering to loop in the other office by email.
Each entry timestamps automatically and tags who made the update, creating a running record that any attorney on either team can review to get caught up in minutes instead of digging through scattered email threads.
The of counsel attorney overseeing the joint representation gets a weekly summary of all activity across the shared matter.
Every team stays aligned on a co-counseled case in real time, and the firm avoids the miscommunication risk of two offices working the same file through separate inboxes.
- Practice management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Slack (shared communication channel)
- Google Sheets (communication log)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left unautomated, an of counsel attorney spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Low-stock and reorder alerts before you run out
- Vendor and subcontractor confirmations that chase themselves
- Preventive maintenance scheduled by usage or date
- Work orders and project milestones that update stakeholders
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