CLIO TASKS INTEGRATION

Get more from your Clio Manage with Task Automation

Assign automated actions linked directly to tasks that enhance the task list feature in your Clio Manage.
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Join the growing list of law firms automating their workflows
Clio Task Automation
Create new tasks and trigger subsequent actions

Integration Details

This automation links tasks and triggers subsequent actions upon completion. When an initial task is completed, the automation will perform a custom action you need, and create the following task, and can repeat this up to 5 times.
Trigger - when this happens
COMPLETE A TASK IN CLIO
Complete the first task in your task list inside your Clio Manage.
Filter - automatically filter
COMPLETE ACTION
Whether it's creating a document, drafting an email or updating a note, the next action will automatically trigger.
action -  do this
CREATE NEXT TASK
Once the first task is complete with the subsequent action triggered, the second task will automatically appear.
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 30 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 tasks in a task list can I automate?

You just need more than one task to create the automation. We can work with your team on creating tasks that make the most sense for the work you are doing.

How many additional actions can I have automate from a task?

Once you mark a task as complete, you can have up to 5 actions trigger.

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
Why Us?
Customized to your needsIndustry InnovatorsExtension of your teamWe’re builders
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