Automation for Lawyers
Automation for Lawyers
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Auto-Create Clio Tasks Based on Completion of Another Task / Dynamic Task Lists
Get the free templates by joining our legal automation community here: www.skool.com/automation-for-lawyers-2634/auto-create-clio-tasks-based-on-completion-of-another-task?p=006eee0a
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 members
2. Flexible, dynamic task lists
Here's how it works:
✅ QA: When a new staff member completes a task, it automatically creates a review task for their supervisor.
✅ Dynamic Lists: Instead of creating all tasks at once, new tasks are generated as previous ones are completed. Due dates adjust automatically if there are delays.
Why is this better than Clio's built-in task lists?
❌ Due dates are set when creating the list, requiring manual updates if one task is delayed
❌ Standard lists create all tasks upfront, potentially overwhelming employees
With this automation:
✅ Tasks are created sequentially as work progresses
✅ Due dates dynamically adjust based on actual completion dates of previous tasks
Want to implement this for your firm?
I've created a step-by-step video tutorial for both Zapier and Make automation platforms.
Plus, I'm giving away free automation templates to get you started.
You can get them by joining our legal automation community here: www.skool.com/automation-for-lawyers-2634/auto-create-clio-tasks-based-on-completion-of-another-task?p=006eee0a
Chapters:
00:00 - Demo & Intro
02:43 - Zapier, QA Automation
07:58 - Zapier, Task List Automation
14:25 - Make.com, QA + Task List Automation
มุมมอง: 52

วีดีโอ

Automated Email Logging in Clio Manage (+ time entries)
มุมมอง 8414 วันที่ผ่านมา
Get the free Zapier and Make.com templates here: www.skool.com/automation-for-lawyers-2634/automated-email-logging-in-clio-manage-time-entries?p=975ea27f No more manual saving of emails in Gmail / Outlook. Ever feel like you're drowning in emails? Here's how to automatically log them in Clio Manage: ✅ Emails are automatically saved against the right matter ✅ Attachments are uploaded to the docu...
Automate AR Collection in Clio Manage: Creating Follow-up Tasks
มุมมอง 13121 วันที่ผ่านมา
🌟 Connect with me: LinkedIn: www.linkedin.com/in/martinkravchenko/ Website: automationforlawyers.com/ 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 auto...
AI Voice Agents: How Law Firms Can Call Leads in Minutes after Form Submission
มุมมอง 15221 วันที่ผ่านมา
95% of law firms are losing leads with slow follow-ups (...this tech will change it) Imagine calling potential clients minutes after they book a consultation with your firm. Sounds impossible, right? Not anymore. AI voice agents are changing the game. Here's how they can transform your client intake process: ✅ Instant follow-up: Call clients within minutes of booking ✅ 24/7 availability: Engage...
Make.com & Gavel Connector: Installation & Tutorial
มุมมอง 20621 วันที่ผ่านมา
Make.com & Gavel Connector: Installation & Tutorial
Automation & Tech for Small Law Firm Owners
มุมมอง 131หลายเดือนก่อน
Automation & Tech for Small Law Firm Owners
Custom Actions/Buttons in Clio Manage: Save HOURS with One-Click Automation
มุมมอง 63หลายเดือนก่อน
Custom Actions/Buttons in Clio Manage: Save HOURS with One-Click Automation
Building a Custom App in Make.com from scratch feat. Gavel, Part 4
มุมมอง 1492 หลายเดือนก่อน
Building a Custom App in Make.com from scratch feat. Gavel, Part 4
Building a Custom App in Make.com from scratch feat. Gavel, Part 3
มุมมอง 1872 หลายเดือนก่อน
Building a Custom App in Make.com from scratch feat. Gavel, Part 3
DecisionVault Make App: Installation & Features Breakdown
มุมมอง 382 หลายเดือนก่อน
DecisionVault Make App: Installation & Features Breakdown
Building a Custom App in Make.com from scratch feat. Gavel, Part 2
มุมมอง 3342 หลายเดือนก่อน
Building a Custom App in Make.com from scratch feat. Gavel, Part 2
AI Voice Agents: The Secret Weapon for Boutique Law Firms to Automate Client Follow-up
มุมมอง 6383 หลายเดือนก่อน
AI Voice Agents: The Secret Weapon for Boutique Law Firms to Automate Client Follow-up
Building a Custom App in Make.com from scratch feat. Gavel, Part 1
มุมมอง 2.3K3 หลายเดือนก่อน
Building a Custom App in Make.com from scratch feat. Gavel, Part 1
Web Scraping for Law Firms - STOP manually tracking court dates and dockets
มุมมอง 503 หลายเดือนก่อน
Web Scraping for Law Firms - STOP manually tracking court dates and dockets
3 AI tools that will supercharge your law firm's marketing
มุมมอง 423 หลายเดือนก่อน
3 AI tools that will supercharge your law firm's marketing
Decrease billing admin by 40% using AI Automation (+ 3 ways to implement it today)
มุมมอง 533 หลายเดือนก่อน
Decrease billing admin by 40% using AI Automation ( 3 ways to implement it today)
MyCase: how to automate email notifications to clients
มุมมอง 1233 หลายเดือนก่อน
MyCase: how to automate email notifications to clients
How boutique firms can enhance marketing & onboarding with personalized videos (steal these 3-steps)
มุมมอง 323 หลายเดือนก่อน
How boutique firms can enhance marketing & onboarding with personalized videos (steal these 3-steps)
Stop wasting 10s of hours every week on case dispatch to your lawyers (… no more manual assignments)
มุมมอง 1113 หลายเดือนก่อน
Stop wasting 10s of hours every week on case dispatch to your lawyers (… no more manual assignments)
JotForm Review for Attorneys 2022 | Flexible & Affordable Intake Forms
มุมมอง 2092 ปีที่แล้ว
JotForm Review for Attorneys 2022 | Flexible & Affordable Intake Forms
Pipedrive Review for Attorneys 2022 | Best CRM for Small Law Firms
มุมมอง 2822 ปีที่แล้ว
Pipedrive Review for Attorneys 2022 | Best CRM for Small Law Firms
Clio Review for Attorneys 2022 | Top Case Management System & CRM Overview
มุมมอง 6252 ปีที่แล้ว
Clio Review for Attorneys 2022 | Top Case Management System & CRM Overview
Airtable Review for Attorneys 2022 | How to Set up an Affordable Case Management System
มุมมอง 9572 ปีที่แล้ว
Airtable Review for Attorneys 2022 | How to Set up an Affordable Case Management System
Integromat Review for Attorneys 2022 | Connect Clio with Any App & Automate Everything
มุมมอง 1272 ปีที่แล้ว
Integromat Review for Attorneys 2022 | Connect Clio with Any App & Automate Everything
Dynamic Dropdowns in JotFrom Synced with Airtable | No Need for 3rd Party Extensions
มุมมอง 2.3K2 ปีที่แล้ว
Dynamic Dropdowns in JotFrom Synced with Airtable | No Need for 3rd Party Extensions
Custom Redirects with Integromat & Airtable | Integromat Webhook Responses
มุมมอง 1.3K2 ปีที่แล้ว
Custom Redirects with Integromat & Airtable | Integromat Webhook Responses
Demystifying OAuth 2 | Integrate Any App with Zapier, Integromat, n8n
มุมมอง 1.9K2 ปีที่แล้ว
Demystifying OAuth 2 | Integrate Any App with Zapier, Integromat, n8n
Best 5 Tools for Legal Automation in 2022 Every Attorney Should Know
มุมมอง 3.3K2 ปีที่แล้ว
Best 5 Tools for Legal Automation in 2022 Every Attorney Should Know

ความคิดเห็น

  • @ManuelHernandez-ii6ts
    @ManuelHernandez-ii6ts 5 วันที่ผ่านมา

    Blueprint. Great video

    • @automationforlawyers
      @automationforlawyers 4 วันที่ผ่านมา

      Thanks! Join our community here to get access to all the templates, this one is the 1st post at the very bottom: www.skool.com/automation-for-lawyers-2634

  • @emeraldsoft
    @emeraldsoft 11 วันที่ผ่านมา

    Hey, Thank you for the informative tutorial! I am looking to fetch the agent_ids array using APIs and populate it into a dropdown field. The structure of the fields should remain constant, and the agent_ids array should dynamically update based on the API response. [ { "name": "prompt", "type": "text", "label": "Prompt" }, { "name": "agent_ids", "type": "select", "label": "Select Agent", "options": [] } ]

    • @automationforlawyers
      @automationforlawyers 9 วันที่ผ่านมา

      Glad it's helpful. You would be able to achieve that with Dynamic Options RPCs: docs.make.com/apps/app-structure/rpcs/types-of-rpcs/dynamic-options-rpc

  • @black_rph
    @black_rph 15 วันที่ผ่านมา

    Thanks a lot for the content, it's priceless!!!

  • @automationforlawyers
    @automationforlawyers 22 วันที่ผ่านมา

    Comment your thoughts if you also think this is scary

  • @literally_ramiel
    @literally_ramiel 22 วันที่ผ่านมา

    this is so dystopian wtf

  • @Fergusand
    @Fergusand 22 วันที่ผ่านมา

    I would rather be stuck on hold limbo

  • @black_rph
    @black_rph 23 วันที่ผ่านมา

    🔥🔥🔥

  • @learnwithayodejiomonijo
    @learnwithayodejiomonijo 24 วันที่ผ่านมา

    Thank you so much!

  • @velocitai
    @velocitai 24 วันที่ผ่านมา

    Hi thanks for the video i can't manage to put a logo, i use their tool, mine, nothing work

    • @automationforlawyers
      @automationforlawyers 23 วันที่ผ่านมา

      Feel free to send us an email at hello@automationforlawyers.com with the logo file, and a detailed description of what you have tried so far, and we will be happy to help.

    • @velocitai
      @velocitai 23 วันที่ผ่านมา

      @@automationforlawyers no it's ok it appears that it takes about seconds to opdate background color but 5/10 minutes to update logo. Just had to be more patient 😅

  • @AHR1130
    @AHR1130 26 วันที่ผ่านมา

    Does it work in Spanish?

    • @automationforlawyers
      @automationforlawyers 25 วันที่ผ่านมา

      It does. You can check out the different voices available in Spanish on the 11labs website once you sign up: elevenlabs.io/languages/spanish

  • @novusords
    @novusords หลายเดือนก่อน

    You realize with that kind of control no one is going to want to work for a micro managing egg hеаd like you

  • @CecilCountyAttorney
    @CecilCountyAttorney หลายเดือนก่อน

    Will this work with mycase

    • @automationforlawyers
      @automationforlawyers หลายเดือนก่อน

      Yes, MyCase has a Zapier integration and an Open API so this can also be set up with it. Feel free to book a free consult if you would need our help: calendly.com/d/cmb6-5tn-k6x/30-min-consult

  • @vedatbeyaz4274
    @vedatbeyaz4274 2 หลายเดือนก่อน

    amazing!!! happy to find your content :) yuo are unique continue brother. is it possible to make the ai agent talk in turkish?

    • @automationforlawyers
      @automationforlawyers 2 หลายเดือนก่อน

      Great to hear you enjoyed it! Yes, ElevenLabs support Turkish and other providers may too, you can check out the ElevenLabs implementation here: elevenlabs.io/languages/turkish

    • @vedatbeyaz4274
      @vedatbeyaz4274 2 หลายเดือนก่อน

      @@automationforlawyers thank you buddy

  • @GavvlLawLLC
    @GavvlLawLLC 2 หลายเดือนก่อน

    Hello! I have figured out how to run this Zap with my own MyCase account. I am the firm owner and admin on MyCase and would like this to run whenever ANY attorney updates the Case Stage for ANY client in MyCase. Is this possible to do without creating a set of Zaps for each attorney MyCase user using their account? Thank you in advance!

    • @automationforlawyers
      @automationforlawyers 2 หลายเดือนก่อน

      Hi there! The trigger set up in Zapier is applied firm-wide, so should be activated whenever ANY case gets updated, be that by you or by one of your staff members. Is that not happening in your case?

  • @kasforai
    @kasforai 2 หลายเดือนก่อน

    can zappier do the same instead of make?

    • @automationforlawyers
      @automationforlawyers 2 หลายเดือนก่อน

      Yes, Zapier also has integrations with Vapi and Clio Manage.

  • @iainhmunro
    @iainhmunro 3 หลายเดือนก่อน

    Many thanks Martin - looking forward to the next episodes

  • @iainhmunro
    @iainhmunro 3 หลายเดือนก่อน

    Excellent - I always wondered how the built the Make Modules - now I know. Now just need think about one to build out.

  • @harissablanche1249
    @harissablanche1249 3 หลายเดือนก่อน

    Thanks for sharing.

  • @iainhmunro
    @iainhmunro 3 หลายเดือนก่อน

    Good - thank you. Will you be sharing the blueprint for this ?

    • @automationforlawyers
      @automationforlawyers 3 หลายเดือนก่อน

      Can do, send me a DM on LinkedIn: www.linkedin.com/in/martinkravchenko/

  • @gavel_io
    @gavel_io 3 หลายเดือนก่อน

    Very helpful video.

  • @dornamoini
    @dornamoini 3 หลายเดือนก่อน

    Great video, Martin! Thanks for sharing this.

  • @willaiautomation
    @willaiautomation 3 หลายเดือนก่อน

    insightful video 💯, first time hearing of gravel sounds like a really good tool gonna have a look into it, i've been looking ways automate contracts in real estate niche

    • @dornamoini
      @dornamoini 3 หลายเดือนก่อน

      @willaiautomation - Gavel is a great tool for automating real estate contracts and it's super powerful.

  • @micklebt
    @micklebt ปีที่แล้ว

    Great solution to a frequently needed solution. Thanks a bunch!

  • @lbmadvantage870
    @lbmadvantage870 ปีที่แล้ว

    how do I create the webhook? This is new to me

  • @ivanvillalobos1166
    @ivanvillalobos1166 ปีที่แล้ว

    Muy enredado

  • @SaraLaidlawASBINC
    @SaraLaidlawASBINC ปีที่แล้ว

    We have thousands of customers. Can you type to search or is it limited to click and scroll?

  • @steveparr5580
    @steveparr5580 ปีที่แล้ว

    Does PipeDrive integrate w/ Clio?

  • @mattsmartin
    @mattsmartin ปีที่แล้ว

    I can’t thank you enough:)😊

  • @yprawirasoetisna
    @yprawirasoetisna ปีที่แล้ว

    Can we do this using the Jotfrom (not AirTable) from different table?

  • @djrmarketing598
    @djrmarketing598 ปีที่แล้ว

    This was a really great video for OAuth 2.0 "how to". I've always assumed you would HAVE to use a code part (PHP, Node, C# etc) as the back end. But almost every example is so damn complicated, you really broke down the "how it works" that will help me figure out the next steps.

  • @Ahduciekwndnbbbsvvvghhhyyyyy
    @Ahduciekwndnbbbsvvvghhhyyyyy 2 ปีที่แล้ว

    Why wouldn't you just use Clio Grow instead of JotForms and Pipedrive? Seems needlessly complex to mix in 2 other systems when Clio already got this functionality.

    • @nirmal.k8144
      @nirmal.k8144 ปีที่แล้ว

      The same doubt from my side too, why can't we use Clio to entirely manage these processes?

    • @TheRepIyGlrl
      @TheRepIyGlrl ปีที่แล้ว

      He explains it at 8:18.

    • @TheRepIyGlrl
      @TheRepIyGlrl ปีที่แล้ว

      @@nirmal.k8144 He explains it at 8:18.

  • @javiermtm9206
    @javiermtm9206 2 ปีที่แล้ว

    Perfect video🔥🔥

  • @cokorda
    @cokorda 2 ปีที่แล้ว

    Hi, can this be done by google sheet instead of airtable?

    • @automationforlawyers
      @automationforlawyers 2 ปีที่แล้ว

      Yes, absolutely, you will just have to replace the lookup action in Make/Inttegromat from Airtable to Google Sheets.

  • @PatrickTT
    @PatrickTT 2 ปีที่แล้ว

    That was more "mystifing" for me then demystifying... xD I want to use some Google Cloud AI with Integromat / Make. But I don't really get the basics of what I have to do for that =/ Do you have a good source where I could learn the ropes?

    • @automationforlawyers
      @automationforlawyers 2 ปีที่แล้ว

      Hi Patrick. Integromat has a nice guide on how to use their OAuth connectors, which are easier to set up than the way described in the video (learnt about this feature after making the video), you can find it here: www.integromat.com/en/help/how-to-connect-integromat-to-any-web-service-that-uses-oauth2-authorization. Also feel free to reach out to me at hello@automationforlawyers.com in case you need more in-depth help.

    • @PatrickTT
      @PatrickTT 2 ปีที่แล้ว

      @@automationforlawyers Thanks for the Answer! I also dug deep after my post - got everything sorted out now.

  • @fagunshah8993
    @fagunshah8993 2 ปีที่แล้ว

    The link in the description to book a call is not working. And the audio is too low.

    • @automationforlawyers
      @automationforlawyers 2 ปีที่แล้ว

      Thanks for this, Fagun, here is the fixed link: calendly.com/automationforlawyers/intro

  • @datalytyks
    @datalytyks 2 ปีที่แล้ว

    So, just a thought; could you use a "masked" API endpoint, versus the Integromat scenario? Say your endpoint is using NoCodeAPI, so you don't reveal your actual endpoint and key?

  • @connorfinlayson
    @connorfinlayson 2 ปีที่แล้ว

    Nice!

  • @connorfinlayson
    @connorfinlayson 2 ปีที่แล้ว

    LET'S GO!

  • @hal-zeitlin
    @hal-zeitlin 2 ปีที่แล้ว

    Let me try this out sir.

  • @datalytyks
    @datalytyks 2 ปีที่แล้ว

    Such a cool solution!

  • @adelynpomparau7410
    @adelynpomparau7410 2 ปีที่แล้ว

    Good luck! Great informational video, very high quality!

  • @georginabellmunt6491
    @georginabellmunt6491 2 ปีที่แล้ว

    Big boss!! Amazing work!!! Just got my subscription, incredibly interesting :)

  • @calindumitru1265
    @calindumitru1265 2 ปีที่แล้ว

    Great video and amazing job as usual Martin!

  • @carlesesade162
    @carlesesade162 2 ปีที่แล้ว

    Wow! This is some great content! Looking forward for more!

  • @misha_07777
    @misha_07777 2 ปีที่แล้ว

    Amazing content!! Super useful! Thank you Martin! Hope to see more videos soon and will check out the course!

  • @automationforlawyers
    @automationforlawyers 2 ปีที่แล้ว

    Get our FREE 5-day crash course on the state-of-the-art tools for lawyers: www.automationforlawyers.com/

    • @jamalhenderson3529
      @jamalhenderson3529 2 ปีที่แล้ว

      Where can I find the crash course?

    • @automationforlawyers
      @automationforlawyers 2 ปีที่แล้ว

      @@jamalhenderson3529 I recently redesigned the website. You can now find all the 5 videos uploaded on my YT channel :)