Ever wondered if you could create tasks in Clio Manage based on the completion of another task?
This powerful automation has two game-changing use cases:
1. Quality Assurance for new team members
2. Flexible, dynamic task lists
Here’s how it works:
✅ QA: When a new staff member completes a task, it automatically creates a review task for their supervisor.
✅ Dynamic Lists: Instead of creating all tasks at once, new tasks are generated as previous ones are completed. Due dates adjust automatically if there are delays.
Why is this better than Clio’s built-in task lists?
❌ Due dates are set when creating the list, requiring manual updates if one task is delayed
❌ Standard lists create all tasks upfront, potentially overwhelming employees
With this automation:
✅ Tasks are created sequentially as work progresses
✅ Due dates dynamically adjust based on actual completion dates of previous tasks
Want to implement this for your firm?
I’ve created a step-by-step video tutorial for both Zapier and Make automation platforms below.
Click to get access to the free Make and Zapier templates here.
