Clio Automations
Clio automations help law firms keep intake, matters, deadlines, billing, and client communication moving without paralegals re-keying information between systems.
46 automations in our catalog use Clio, most often in Legal.
Clio automations
Matter Profitability & Unbilled Time Alert System
At the end of each week, this automation pulls every open matter the attorney has billed time to, compares total time captured against the retainer…
Discovery Request Tracker & Response Deadline System
When a discovery request is received and logged, this automation calculates the response deadline based on the applicable rules (federal, state, or…
Missed Call & After-Hours Lead Recovery System
Every missed call to the firm's main line triggers an automatic text back to the caller within two minutes, acknowledging the call and asking what…
Referral Partner Tracking & Nurture System
Every time a new client lists a referral source during intake, the system logs the referring attorney, accountant, or business contact, updates…
Consultation Scheduling & Qualification Bot
When a prospective client fills out the contact form or texts the firm's main number, this automation runs them through a short qualifying sequence…
Case Status Update Text System
As a matter moves through its key stages, filing, discovery, mediation, settlement, or a trial date being set, this automation fires a…
Document Request Follow-Up System
When a client is asked for documents, whether it's financial records for a divorce, medical bills for a personal injury claim, or signed affidavits…
Missed Call Text-Back System
Every call that rings through to voicemail, whether the attorney is in court, in a deposition, or simply on another line, triggers an automatic text…
Client Intake to CRM Sync System
When a new client submits the firm's web intake form, this automation instantly creates a matching record in the CRM with their contact information…
Review & Testimonial Request System
This automation checks the practice management system daily for matters that have moved to closed status, and once a matter closes, it waits 10 days…
Consultation Request Triage & Routing System
When a prospective client submits a consultation request through the firm's website form in Jotform, the automation reads the practice area field…
Client Intake Document Automation
The moment a consultation is booked on Calendly, a Zapier workflow automatically sends the client a secure intake questionnaire through Jotform…
Automated Case Status Update Notifications
Every time a case's status field changes inside the practice management system, whether it moves from "filed" to "discovery" or "in negotiation" to…
Statute of Limitations & Deadline Alert System
As soon as a key date, whether a statute of limitations, a filing deadline, or a response due date, is entered into the case management system for a…
Missed Call Text-Back System
When an inbound call to the firm goes unanswered because every line is busy or it's after hours, the phone system automatically fires a webhook that…
Post-Case-Closure Review Request Automation
Once a matter is marked closed and successfully resolved in Clio, the automation automatically waits a set number of days, timed to when client…
Referral Source ROI Reporting System
The moment a new client signs an engagement letter, the automation automatically tags their matter in Clio Grow with the originating marketing…
Retainer Balance Low Alert System
The automation continuously monitors each client's trust or retainer balance inside the billing platform, and the moment a balance drops below a…
Webinar Signup to Nurture Sequence Automation
Anyone who registers for a free legal webinar or seminar through the firm's registration page in Jotform is automatically added to a topic-specific…
Court Date & Hearing Reminder Automation
As soon as a hearing or court date is entered into the case management system, the automation automatically schedules a reminder sequence to both…
Legal Document Expiration Tracking System
Key documents with hard expiration dates, powers of attorney, business licenses, professional permits, and similar filings, are automatically logged…
Monthly Billing Invoice Auto-Generation
Throughout the month, as attorneys log billable time entries directly in Clio or TimeSolv, the automation automatically compiles every entry tied to…
New Matter Conflict Check Automation
The instant a new matter is entered into the intake system through a Jotform submission or directly in Clio Grow, the automation automatically…
Client Portal Activity Alert System
The moment a client uploads a document or sends a message through the firm's secure client portal in Clio or NetDocuments, the automation…
Settlement Disbursement Checklist Automation
Once a settlement is marked approved in Clio, the automation automatically generates a disbursement checklist specific to that matter type, covering…
Non-Converted Consultation Nurture Sequence
When a prospect completes a paid or free consultation in Clio Grow but doesn't sign an engagement letter within a set window, the automation…
Trust Account Reconciliation Alert System
The automation runs a daily reconciliation check comparing trust account activity in the firm's accounting software against the ledger balances…
Past Client Relationship Check-In Automation
Former clients whose matters closed more than six months earlier are automatically enrolled in a periodic check-in sequence in Mailchimp, receiving…
Intake-to-Task Checklist Automation
The moment a new client completes an intake form in Jotform, the automation automatically generates a full checklist of internal setup tasks…
Client Cost Advance Tracking System
Every cost the firm advances on a client's behalf, filing fees, expert witness retainers, medical record requests, is automatically logged against…
Trial Prep Countdown Task Automation
Once a trial date is entered into Clio, the automation automatically generates a full trial-preparation checklist working backward from the trial…
Regulatory Change Client Alert System
The automation monitors legal and regulatory updates relevant to the firm's practice areas through a legal research alert service, and when a…
Co-Counsel Communication Log Automation
On matters shared with co-counsel or outside counsel firms, the automation automatically logs every key update, a filing, a settlement offer, a…
Discovery Production Deadline Tracker
In litigation matters, the automation automatically tracks every document production deadline tied to discovery requests entered into Clio…
General Counsel Retainer Renewal Automation
For clients on an ongoing general counsel retainer, the automation automatically tracks each retainer's term end date in Clio and, 60 days ahead of…
Website Lead Pre-Qualification Automation
When a visitor submits the firm's website contact form in Jotform or Gravity Forms, the automation automatically walks them through a short series…
File Closure & Archiving Automation
Once a matter is marked complete, the automation automatically triggers the file closure checklist and schedules the physical or digital file for…
Opposing Counsel Communication Log Automation
Every email and call log with opposing counsel is automatically captured and timestamped directly into the case file, creating a reliable…
Expert Witness Scheduling Coordination
The automation automatically coordinates and confirms an expert witness's availability against upcoming case deadlines and the firm's own calendar…
Intake Decline & Referral Notification
When a prospective matter is declined during the conflict check or initial evaluation, the automation automatically sends a polite decline notice…
Case-Type Statutory Deadline Bundle Automation
When a new matter is entered as a specific case type, the automation automatically applies a pre-built bundle of the relevant statutory deadlines…
Client Portal Self-Service Password Reset
Clients who forget their portal password can automatically reset it themselves through a secure automated flow, cutting down on support calls that…
Fee Dispute Early Warning Alert
Late or partially disputed invoice payments automatically flag the account for a proactive conversation with the client before the situation grows…
New Practice Area Cross-Marketing Automation
Existing clients automatically receive information about a newly added practice area that's genuinely relevant to their profile, estate planning…
Paralegal Workload Balancing Alert
The automation internally flags when a paralegal's assigned task load exceeds a healthy capacity threshold, prompting the case manager to reassign…
Client Document Return Automation
At case closure, original documents that need to be returned to the client automatically trigger a return or pickup notification, ensuring nothing…
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