Automations
7 of 8 enabled. 309 runs in the last 30 days, 93 hours saved.
A-01
Lead intake to Clio
Clio + Zapier
Trigger: New web form submission
Action: Create Clio contact, matter shell, and intake note
Runs, 30d: 84Saved: 21h
A-02
Consult booking to calendar
Google Calendar + Twilio
Trigger: Screening complete
Action: Offer time slots, book Google Calendar, send confirmation
Runs, 30d: 41Saved: 11h
A-03
Retainer package assembly
Clio + Dropbox Sign
Trigger: Consult marked won
Action: Generate retainer, fee estimate, and privacy notice from templates
Runs, 30d: 22Saved: 14h
A-04
Limitation clock and reminders
Clio Tasks
Trigger: Matter opened
Action: Compute limitation date, add reminders at T minus 90, 30, 7
Runs, 30d: 18Saved: 6h
A-05
Document review triage
Dropbox + Lovable AI
Trigger: New Dropbox upload to matter folder
Action: Classify, summarize, and tag key documents
Runs, 30d: 137Saved: 34h
A-06
Weekly matter status digest
Slack + Clio
Trigger: Every Monday 07:00
Action: Post per lawyer matter digest to Slack
Runs, 30d: 4Saved: 3h
A-07
Bad review deflection
Google + Slack
Trigger: Google review 3 stars or fewer
Action: Notify managing partner, draft private response for review
Runs, 30d: 2Saved: 1h
A-08
Same day offboarding
1Password + Okta + Clio
Trigger: HR marks employee departed
Action: Revoke access across 14 systems within 30 minutes
Runs, 30d: 1Saved: 4h