Trial Prep Countdown Task Automation
A done-for-you law firm automation built for the Trial Attorney, connecting Clio, Slack, and Airtable so the work below happens on its own.
What this automation does, step by step
Once a trial date is entered into Clio, the automation automatically generates a full trial-preparation checklist working backward from the trial date: exhibit lists due at 60 days, witness prep scheduled at 30 days, motions in limine at 21 days, and jury instructions drafted at 14 days, with each task assigned directly to the trial attorney and supporting paralegal.
As deadlines approach, reminders escalate from a routine Slack notification at one week out to a daily alert in the final 72 hours before trial.
Completed tasks automatically check off in a shared Airtable trial board so the entire team can see prep status at a glance instead of asking around.
With a system automatically holding every deadline instead of a mental checklist under trial pressure, nothing gets missed in the final chaotic weeks before a courtroom date.
- Practice management software (e.g., Clio or MyCase)
- Zapier or Make.com
- Slack (deadline escalation)
- Airtable (trial prep board)
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, a trial 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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