Legal Document Expiration Tracking System

What this automation does, step by step

1. Key documents with hard expiration dates, powers of attorney, business licenses, professional permits, and similar filings, are automatically logged into a tracking system the moment they're entered into Clio, and the automation calculates renewal deadlines and schedules advance alerts at 90, 30, and 7 days out.

2. Both the client and the compliance paralegal receive the alerts: the client through email with plain-language renewal instructions, and the paralegal through a Slack notification tied to a task in the practice management system.

3. A running Airtable dashboard shows every tracked document across the firm's entire client base sorted by days remaining, so nothing depends on one person's memory.

4. Because renewals surface automatically well ahead of the deadline instead of when a client suddenly realizes their permit lapsed, firms catch expirations weeks in advance and avoid the scramble that comes with a document lapsing unnoticed.