Automation

I’ve been waiting for this…Clio Manage Automated Workflows While the Clio Manage Automated Workflows feature is still in beta, it allows law firms to build automations directly in the Case Management System. Namely, these three key activities: ✴️ Assign Task List Automation: Trigger tasks when matters enter specific stages Assign to responsible attorney OR responsible […]

Tired of your Clio Manage webhooks expiring every 31 days and breaking your automations Here’s a simple solution that will keep your automations running smoothly!   The Problem: – Clio Manage webhooks expire after 3-31 days – Without active webhooks, your automations stop working – Manual updates are time-consuming and easy to forget   The

How to import Zapier & Make templates for your law firm automation (…this will save you hours of setup time) Building automations from scratch is time-consuming and prone to errors. But there’s a better way – using pre-built templates!  Here’s a step-by-step guide to importing templates in both platforms:  For Zapier:- Click the shared template link-

Drowning in manual data entry and document creation? I’ve got two powerful automation solutions to share with Gavel and Make. In my latest video, I demonstrate how to build: ✅ An automated estate planning intake system that: – Collects client and related party information- Tracks financial assets- Automatically organizes everything in Airtable- Creates visual summaries

Tired of manually checking for conflicts of interest every time you open a new matter? I’ve got a game-changing solution for you. In my latest video, I show you how to build an automated conflict checking system inside Clio Manage using Make. Here’s what it does: ✅ Automatically checks all contacts on new matters against your database✅

How to automatically create client folders in Google Drive from Clio Manage (…this saves hours of admin work): Tired of manually creating folders for new cases? Here’s a simple automation that creates Google Drive folders whenever a new matter is opened in Clio: ✅ Automatically creates a folder with case number and client name✅ Saves

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 members2. Flexible, dynamic task lists Here’s how it works: ✅ QA: When a new staff member completes a task, it automatically creates a review task

No more manual saving of emails in Gmail / Outlook. Here’s how to automatically log them in Clio Manage: ✅ Emails are automatically saved against the right matter✅ Attachments are uploaded to the documents tab✅ Time entries are created for the email No more manual data entry. No more forgetting to bill for email time. Here’s

How to automate your accounts receivable collection in Clio Manage (…this will save your team hours every week): Tired of manually chasing overdue bills? Here’s a step-by-step guide to automate your AR process. First, set up email reminders in Clio’s billing settings. Then, use Make.com to automatically create tasks for phone follow-ups & escalations: • Set up triggers based on invoice age,