CLIO STAGES INTEGRATION

Get more from your Clio Matter Stages with automation

Automate a series of actions within your Clio Matter Stages and take your time back.
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Join the growing list of law firms automating their workflows
Clio Matter Stages integration
Automatic updating and custom triggers right within your Clio Matter Stages

Integration Details

Automate any series of actions defined by you specific to your stages within Clio. Select up to 10 actions to trigger automatically after you update a matter stage.
Trigger - when this happens
UPDATE MATTER STAGE IN CLIO
Move matter from one stage to another stage.
action -  do this
UPDATE A CUSTOM FIELD
Automatically have custom fields update when matter is moved to another stage.
Send a text message to client via your dialpad
Send a custom text message with unique values from Clio fields.
CREATE A NOTE
Create a note of consolidated information from within your Matter.
CREATE A TASK
Create tasks associated to you matter stage.
CREATE A CALENDAR EVENT
Create a calendar event sent directly to your client.
DRAFT AN EMAIL
Create a draft email using matter data automatically in your inbox.  
CREATE A FOLDER OR SUBFOLDER
In Google Drive or OneDrive, create or update a folder or subfolder.
UPDATE A DOCUMENT
In Google Drive or OneDrive, create or update a document with matter information.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
As a Certified Clio Partner, we've designed automations that connect directly to Clio that you can trust.
MORE SEAMLESS INTEGRATIONS

Get more out
of your existing legal tools

LegalMate integrates with any legal and general business software you use for your firm including Office 365, Outlook, Clio Manage,Clio Grow, Gmail, Dropbox, MyCase, Acuity, Dialpad, Lawmatics and more.
Frequently asked questions

You should have questions

Do I have to set it up myself?

No, you do not. We've designed our pre-built automations to be implemented within your firm seamlessly and effortlessly. Once we set it up together, there should be little to no management required going forward.

How long does it take to set up?

To make sure you have a seamless and easy experience, we'll schedule a 15 minute call to help you set up your automation. After the call, you'll be all set up and we will be available for help if needed!

How many stages can I have?

As long as you have more than one stage, we can set up an automation for you. We can make customizations to however many matter stages you have.

How many actions can I have per stage?

You can have up to 10 actions trigger in one automation specific to one matter stage.

Can an action update a stage?

Yes, as an action, we can trigger an automation to update a stage.

What happens if there is a problem?

We have a number of checks and balances to ensure your automation will run smoothly. However, in the case that you are needing any type of support, you'll have the CEO's personal phone number you can contact. We really mean that.

What if I want to customize this automation?

Then you're in the right place. Our team builds custom automations for 100's of law firms - reach out and we can design an automation custom to your needs.

Automation is for you if...

You’re overwhelmed with the number of cases you have on the go at any given time.
You’re behind or always worried about sending status updates to your clients.
You’re unsure if your immigration forms are accurate and how to identify the mistakes.
You lose repeat clients when they reach new immigration milestones because you don’t have a great way to track cases
You feel like your cases could be moving faster.
You’re worried about your clients missing future opportunities.
LegalMate’s automation has been essential in reducing the amount of time and effort it takes us to complete a case
“Our firm hired LegalMate to create an essential workflow automation for different immigration fillings, submitted applications and various essential notices. Before the automation, this was all done manually. LegalMate has automated it all!
Karen Jones
KW Law
Increase efficiency and profitability with bespoke automations and made-to-measure solutions to help you scale.
Solutions
Client IntakeBilling automationClient managementCase typesClient Referrals
Use Cases
ImmigrationEvictionBankruptcyFamily law
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