File Closure & Archiving Automation
A done-for-you law firm automation built for the Records Manager, connecting Clio and Slack so the work below happens on its own.
What this automation does, step by step
Once a matter is marked complete, the automation automatically triggers the file closure checklist and schedules the physical or digital file for archiving according to the firm's retention policy, instead of the records manager relying on someone remembering to close out a file weeks or months after the actual work wrapped up.
Every closed file follows the exact same checklist regardless of who worked it, and the firm always knows precisely how many years of retention remain on any given file without pulling it to check a sticky note stuck inside the folder.
- Case management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Google Drive or SharePoint (archive storage)
- Slack (internal deadline alerts)
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
The manual approach means a records manager handles each case reactively, after someone has already noticed something went wrong.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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