LegalMate | Law firm workflow automation for Clio

FIT TO YOUR NEEDS

Limitless opportunity

LegalMate is not limited to generic automation platforms like Zapier, Make.com, and Monday.com. We use a mix of existing tools and our own proprietary software to fit your firm's needs perfectly.

BUILT FOR LEGAL

Works with your existing legal tools

LegalMate works with any legal and general business software you use for your firm including Office 365, Outlook, Clio, Gmail, Dropbox, MyCase, Box, Lexreception, LawMatics, NetDocuments, and more.

BUILT FOR LEGAL

Any capability.
Any workflow. Any time.

LegalMate is not limited to generic automation platforms like Zapier, Make.com, and Monday.com. We use a mix of existing tools and our own proprietary software to fit your firm's needs perfectly.

BUILT FOR LEGAL

How it works

1 We learn your work flow

We work with your law firm to learn about your case work flow.

2 We build your workflow

We develop your work flows right inside your legal software.

3 We launch your automation

We sequentially launch automations across all your case types inside your legal software.

WORK FLOW AUTOMATION EXAMPLE

Green Card Automation

A new Green Card matter is created in Clio

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A new folder structure is automatically created in OneDrive for the Green Card matter

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Green Card documents are then detected in OneDrive and an email to the client is sent out

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A new event entry in Clio Calendar after the email to the client is delivered

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797 receipt notice detected inside OneDrive

If 797 hasn’t been detected within 1 month after submission
An email is sent to the client about thier submission statusA reminder email is sent internally to check up on submission

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When 797 notice is detected a status update email is automatically sent to the client

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A new event entry is created in Clio Calendar for 797 notice

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Receipt notice task is marked completed
A new task for Biometric Appt is created

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When a 797 notice detected inside OneDrive, automatically extract applicant # and input into Clio

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When 797 Notice is detected, automatically send an status update to the client

Discover your workflow.

Green Card Chapter 7 Evictions Conflict Check

Green Card

Automated case information gathering from clients via Clio Grow
USCIS status monitoring for instant client status updates via Clio
Interview appointment reminders for you client
Automated follow-up process for expiration renewals and citizenship

Bankruptcy

Chap. 7 notice of commencement automation via Pacer Dockets
341 Call calendaring and client communications automation
Chap. 7 Trustee Report of No Distribution Automation
Notice of Proposed Abandonment Automation

Conflict Check

Automated Conflict of Interest Check
Automatically Search Your Clio Grow, Manage and others sources for Conflicts
Receive an alert when a Conflict is detected
All Conflict check records are logged on the cloud

Evictions

Automatically generate all your Notice Types
Connect your Clio to your court submission system
Automate calendaring for all eviction cases
Create final order dockets automatically

Focus on your clients.
Automate the rest.

Save time and money

Do away with busy work and focus more on giving exceptional client experiences.

Better client experience

Move your cases through faster by having automations do your work and client communications.

Eliminate human error

No more human errors in data entry or client communications. Let the machines handle that.

Grow your profits.

Grow your revenue but not your expenses. LegalMate allows you to do more cases with less time.

Automate everyday legal workflows
inside

Clio.

MyCase.

LEAP.

Filevine.

Free automation consultation

Book a consultation

Limitless opportunity

Works with your existing legal tools

Any capability.
Any workflow. Any time.

How it works

1

We learn your work flow

2

We build your workflow

3